Private Banking Manager jobs in Battle Creek, MI

County National Bank (CNB) is an independent, locally-owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking, and provide outstanding customer service and solid financial

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

CNB is looking for a qualified, motivated, and customer- and team-focused individual to join our team as Private Banking Officer for our locations in Hillsdale County. 

JOB SUMMARY

This position has 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.  This position is responsible for the growth and business development of account relationships with professionals and their businesses including but not limited to medical, dental, law, accounting and construction, as well as persons with significant wealth.  This individual will actively refer clients to County National Bank’s Wealth Management Department. The Officer will have routine interaction with the Commercial and Retail Banking staff, Credit, Compliance and others as needed.

DUTIES

• Meets or exceeds sales revenue goals by selling and cross-selling bank products and services to retail, mortgage and small business customers that satisfy the financial needs and goals of the customer; refers qualified customer leads to the Wealth Management Department, Mortgage, and Business Banking.
• Works with prospective and existing customers to assess potential overall banking needs.
• Develops strategies to market and deliver private banking services to high-net-worth individuals.
• Serves as trusted advisor for individuals in the community.
• Acquires appropriate balance of deposit and fee relationships with all loan relationships in order to meet personal and business needs of clients.
• Develops network of referral sources and centers of influence.
• Documents calling efforts and reports at least monthly to supervisor on activities (for both client and referral sources).
• Monitors, administers and maintains private banking portfolio in accordance with Bank’s standards.
• Builds and maintains professional working relationships with all internal employees including but not limited to Branch, Mortgage, Business Banking, Credit and the Trust Departments.
• Participates in sales and loan committee meetings to ensure that goals are achieved.
• Maintains a position of trust and responsibility by following appropriate policies (Code of Ethics, BSA, Network Security) for identifying customer and protecting sensitive/confidential information.
• Maintains and protects confidentiality of customer information.
• Maintains regular, on-time attendance.
• Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.)
• Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
• Performs other various duties as assigned.

CNB OFFICER ROLE

Sometimes the responsibilities of the officer role have been implied, or an example is set by the supervisor.  To better clarify the role of a CNB Officer, the following has been added to the officer job description:

• The role of a CNB Officer is where the line between an employee “working for the bank”, to “the responsibility for the Bank” is firmly drawn.  Officers should be prepared to accept their representation as a leader of the Bank.
• Officers understand that they are first an officer of the Bank, and second the officer and manager over their assigned area of responsibility.  Officers provide leadership to both those under their immediate direction and those indirectly under them.
• Officers represent the Bank and its policies.  To the staff the officer is the company.  Officers are familiar with company policy, communicate policy to staff and represent the management of the company.
• Officers support and participate in Bank sponsored customer and employee related events, and are willing to put in the extra time and effort needed to do so.
• Officers represent the Bank in the community and serve on community-related committees and organizations, when appropriate. Officers present themselves in a positive and professional manner while visible in the community and both in the workplace and while off-duty.
• Officers set an example for the staff in their behavior, professionalism and leadership and take ownership in this role, and should be viewed by their peers as a leader.
• Officers manage upward.  That is, the officer keeps higher levels of management informed of key issues and situations in a timely manner.
• Officers continue to work toward greater understanding and performance in their area of responsibility.