LatAM Team Private Banker - Columbia Market

IDB

  • Aventura, FL
  • Permanent
  • Full-time
  • 7 days ago
  • Apply easily
Company DescriptionIsrael Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain’s New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law.Job DescriptionWe are looking a private banker with relations in the Columbia market and a book of business. Some of the responsibilities are:Identifying potential new clients and working with them to build up a mutually beneficial and profitable relationship
  • Acts as the principal business development officer including client acquisition, cross sales of deposits, loans and investment services
  • Building the balance sheet and P & L of their team
  • Proactively advise and consult with clients, explaining the types of financial services available, educating them about investment options and potential risks and recommending investments
  • Monitor the performance of client accounts, to ensure the accounts are behaving positively and meeting clients' needs
  • Be well informed of market conditions and doing research to determine good opportunities to meet Private Banking revenue goals
  • Work closely with Private Banking Assistants to serve client accounts effectively and efficiently
  • Adherence and compliance with all policies, procedures, regulations, audit standards, and risk guidelines.
Qualifications
  • Bachelor's Degree in Business
  • 8 + years’ experience of credit and lending experience for high net worth individuals in Private Banking and/or Wealth Management
  • FINRA Series 7. 66/63 securities licenses are a plus but not required
  • Proven experience with deposit gathering
  • Understanding of underwriting for business loans and real estate loans
  • Knowledge of Federal lending regulations
  • Strong understanding of banking, brokerage and lending products
  • Experience in understanding the financial needs of High Net Worth clients
  • Excellent business development and marketing skills
  • Ability to meet deadlines and manage expectations
  • Excellent written and verbal communication skills
Additional InformationDisclaimerThe above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.All your information will be kept confidential according to EEO guidelines.The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
  • Those with a known mental or physical disability.
  • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
  • Victims of domestic violence, sex offenses or stalking.
  • Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual’s accommodation needs; potential accommodations that may address the individual’s accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.We are operating on a Hybrid schedule.IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

IDB