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Req ID:  3339
Location: 

Chicago, IL, US, 60631

Senior Private Banker

FT/PT:  Full-Time

First Midwest, with assets over $14 billion, is the premier relationship-based banking franchise in the dynamic Chicagoland banking market. As one of the Chicago metropolitan area's largest independent bank holding companies, First Midwest provides the full range of commercial, retail banking, and wealth management services through some 130+ offices located in communities in metropolitan Chicago, Northwest Indiana, Central and Western Illinois, and Eastern Iowa. 

POSITION SUMMARY:

Facilitate the delivery of full-service wealth management service to high-net-worth individuals.  Offer financial and wealth management advice, and maintain customer awareness of company services.

REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
  • Bachelor’s Degree in Business, Finance or other related field with at least 2 Accounting courses preferred
  • Minimum 10 years of increasing responsibility within the banking sales function with proven results over time; proven ability to develop new banking relationships
  • Minimum 4 years experience in private banking management
  • Formal credit training
  • Strong analytical ability with effective written and verbal communication skills required
  • Thorough knowledge of Federal and State regulations covering banking activities
  • Excellent interpersonal skills
  • Position may require the need to travel to other branch or meeting locations. 
  • Subject to SAFE Act Registration Requirements
DUTIES/RESPONSIBILITIES:
  • Extensive interaction with high-net-worth bank customers and prospects requiring tact and persuasiveness in presenting the bank’s position
  • Regular interaction with bank customers and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve
  • Routine interaction with the Commercial and Retail Banking staff, Loan Review, Compliance and others as needed
  • Administer FMB’s private banking activities, ensuring that a full range of private banking services are provided to high-net-worth individuals with the largest and/or most complex accounts
  • Call on potential or existing customers to develop new business by promoting company services and products
  • Adhere to set policies and procedures; may recommend changes to direct manager
  • Develop strategies to market and deliver private banking services to high-net-worth individuals
  • Manage large to complex private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends
  • Cross-sell various products and services (such as Trust and Investment products) offered by other lines of business to ensure timely and efficient delivery to private banking customers
  • Achieve set goals for deposit and loan volume
  • Follow established lending procedures and perform adequate credit analysis; provide advice and guidance to subordinate private banking officers on complex credit decisions

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
Please view Equal Employment Opportunity Posters provided by OFCCP here and Supplement here.


Nearest Major Market: Chicago

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