Private Banker

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Job description

We're building our team

Seattle Bank is looking to build its private banking client service team. We're looking for great bankers-people who illustrate great teamwork and leadership, and people who are excited to help build a great bank and a great company.

We know that we create value for clients by aligning the right resources behind them and their dreams. We achieve that alignment through a shared sense of vision, urgency and possibility.
We're unlike most banks, in that we are highly focused on providing tailored services to high net worth individuals and families, business owners and businesses. We are not a diversified financial services company. We offer loans, deposit and treasury solutions. But because we are highly focused, we can customize every solution to a unique personal or business situation. We leverage a great team and great technology to move quickly, and to make things easy.
We're looking for people that share our vision about a great client experience, have a sense of what's possible-both in building client solutions and a great company-and are willing to take some risk.

Private Banker
We're looking for a high performer who can take ownership of key relationships and deliver an exceptional client experience to business owners, HNW/UHNW individuals and technical users such as CFOs or family office staff. Excellence in customer service and effective delivery of consumer banking products is a must. Will work closely with relationship managers, client service team, and senior management.

We're looking for someone who:

• Obsesses about the client experience. You appreciate the importance of great service, and know what that looks like in a private banking or wealth management setting. Everyone in the Bank will be eager to hand-off an important client or referral source to you, because they know you'll "wow" the client.
• Is motivated. You have a sense of urgency, because you are excited to solve problems and you want to be a resource to clients, colleagues and connections.
• Is a leader and team player. You get along well with your colleagues, share in a common goal, and communicate effectively with peers, support team and management.
• Wants to help build a great company. You place value on the opportunity to help build and have ownership in a great bank and a great company.

What you'll do all day:

• Deliver a great client experience. You'll understand your clients' needs and objectives; you'll enlist the help from product specialists, customer support team and senior management to effectively meet those goals. You will collaborate effectively with partners on shared relationships.
• Develop new business. You will identify and implement effective strategies for developing new relationships for the Bank. You'll help prospective clients and their advisors see the value of having a relationship with Seattle Bank.

You'll be measured on:

• The client experience you create. We want customers that see how Seattle Bank offers tailored solutions with ease of use; that see us a means of bringing flexibility and simplicity to their life. We'll look for happy customers, and healthy growing relationships.
• New relationships cultivated; new business developed. We create value by effectively aligning resources around our customers' goals and objectives. We can measure that in part by deposits earned, loans booked, and non-interest income generated.
• Teamwork and leadership. We are all working hard, and want to work with people that are here in good faith, committed to their work and each other. We want people to demonstrate leadership by taking accountability, taking risks, and seeing things through.

A few reasons why you might hate it:

• There's not always an instruction manual. We specialize in providing easy-to-use solutions to people with complex financial profiles. There isn't always a policy or a model that dictates what we'll do and how we do it. We need to be able to collaborate to very quickly identify key issues and devise viable solutions-or give a quick "no."
• You're uncomfortable being direct. Serving our clients requires adept handling of their expectations and demands, and management of competing priorities and finite resources. This role requires that you be direct and professional, open-minded yet committed.
• You want to coast. If you just want to punch the clock and take it easy, this isn't for you. Our clients are busy, and are accustomed to world-class service. Work-life balance is great; we see flexibility as the by-product of motivation, collaboration and productivity.

And a few reasons why you might love it:

• You'll be helping build a unique bank! There's a need, we are strategically positioned to fill it, and have great support from our shareholders. We're going to be great, and you will be part of making it happen.
• You'll work with cool clients. Our customers include entrepreneurs, business owners, individuals and families that have complex financial profiles, are doing cool things, and value highly personalized service.
• You'll be joining a great team. You'll work with people who are as energetic, smart, and driven as you are.
• Your success will be recognized and appreciated. You'll be able to see your direct impact for the benefit of clients and the bank.

Essential duties
1) Client experience
a) Takes ownership client experience of private banking customers, including HNW/UHNW individuals and families, business owners, principals of our commercial customers or associated staff.
b) Take a consultative approach to understanding our client's objectives, effectively identifies their financial needs, implements appropriate financial solutions, and undertakes ongoing review and assessment to ensure we are executing on the plan, and that the plan evolves with the client.
c) Effectively collaborates with relationship managers, client service team, product team and senior management to ensure an excellent client experience.
d) Anticipates client needs.
e) Understands and addresses key relationship stakeholders, and key buying influences.
f) Maintains a working knowledge of bank operating policies and procedures which impact commercial relationships.

2) Business development
a) Identifies and implements appropriate business development strategies.
b) Develops new profitable relationships for the Bank, selling appropriate products and services.
c) Is highly focused on our target client profile; understands their financial needs and effectively communicates our value proposition.
d) Develops an in-depth knowledge of bank products and services. Analyze the needs of clients and prospects in order to effectively recommend appropriate Bank product or service.
e) Responsible for attaining established Bank production goals through active participation in sales management process.
f) Participates in community events and networking activities to increase awareness and presence of Seattle Bank in the community.
g) Leverages the bank's CRM.
h) Registered with the Nationwide Mortgage Licensing System and Registry as a mortgage loan originator in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the "S.A.F.E. Act").

3) Teamwork & leadership
a) Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
b) Exhibits leadership by example, pursuing high performance and professionalism.
c) Completes Bank training requirements, follows policies and procedures, maintains proficient knowledge of the rules and regulations, completes administrative tasks correctly and on time, and supports the Bank's goals and values.

Minimum qualifications
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Bachelor Degree in business, finance, or accounting. Equivalent combination of education and relevant work experience may be considered.
• 3-5 years of experience providing financial services to high value private or commercial banking relationships.
• Must be a self-starter, and have the ability to take ownership of high profile relationships with minimal supervision while effectively communicating with senior management.
• Effective oral and written communication skills, including developing and delivering presentations to prospects, customers and COIs.
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Effective organizational and time management skills.
• Ability to effective utilize computer technology. Proficiency in Micro