Expert knowledge of personal and commercial credit
In-depth risk management concepts expertise
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service domain
Job Summary
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service domain.
Candidates must possess expert knowledge of personal and commercial credit, non-credit products, and risk management concepts to support high net worth markets.
The position offers a competitive salary range of $102,000.00 to $190,000.00 with potential commission structures and comprehensive benefits including health insurance and retirement plans.
Matching Summary
The role provides superior customer service and portfolio management in lending services for existing and potential clients within the wealth sales and service domain.
Salary
Base: $102,000.00 - $190,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans
Skills & Requirements
Must-have
7+ years relevant banking experience
Expert knowledge of personal and commercial credit
In-depth risk management concepts expertise
High net worth market banking services knowledge
Strong analytical and problem-solving skills
Nice-to-have
Cross-selling opportunities identification
Strategic initiative leadership
Data-driven decision making
Change management program leadership
Subject matter expert on regulations
Key Requirements
7+ years of relevant experience
Post-secondary degree in related field
Federal registration with NMLS (if applicable)
Criminal background review and credit history evaluation