Private & Professional Banking Officer

POSITION PURPOSE AND OBJECTIVES The Private & Professional Banking Officer is responsible for providing quality customer service to Private Banking clients while proactively assisting them with their financial needs through the delivery of banking services. Acts as a financial advisor dedicated to building long-term full relationships while tailoring financial solutions to meet client goals and objectives. This position has production and growth goals for high end personal mortgage loans, Investment CRE loans, Owner Occupied CRE and C & I loans, and personal and business deposits.

Targeted clients will be high net worth / income individuals, company executives, business owners & self- employed borrowers, and professional firms.