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Zions Bancorporation · 17 hours ago

Private Banking Relationship Manager: Park City, UT

Heber City, Utah, United States

Full-time

Onsite

Entry, Mid Level

2+ years exp

Zions Bancorporation is committed to being the premier employer of choice in the banking industry. They are seeking a Private Banking Relationship Manager who will serve as the principal account and relationship manager for high net-worth clients, focusing on generating and managing client relationships while providing comprehensive financial services.

AgricultureBankingFinanceFinancial Services

Responsibilities

Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients

Focus on generating, managing, and servicing high net-worth/affluent clients

Responsible for generating, retaining, and expanding business in all the following areas:

Loan and deposit products, wealth management

Wealth management services including Investment, trust, and insurance referrals

Commercial loans, consumer loans, and treasury services

Responsible for credit analysis and proper loan structuring

Responsible to maintain a high level of client satisfaction

Sources and develops new client leads through existing clients and referrals from other bank departments and divisions

Willingness to build strong partnerships with all divisions inside the bank

Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products

Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank

Qualification

Private BankingWealth ManagementCredit AnalysisCommercial LendingSales SkillsFinancial PlanningSelf-managementJudgment SkillsMS Office SuiteInterpersonal SkillsCommunication Skills

Required

Requires a bachelor's degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements

Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services

Ability to display sound judgment in complicated client situations

Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills

Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients

Strong interpersonal and communication skills, both verbal and written

Commitment to a high degree of service quality while acting as a trusted advisor

Intermediate computer skills including the MS Office Suite

Preferred

Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment

Benefits

Medical, Dental and Vision Insurance - START DAY ONE!

Life and Disability Insurance, Paid Parental Leave and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts

Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits including coaching and therapy sessions

Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

Employee Ambassador preferred banking products