Private Banking Manager jobs in Charleston, SC

Position Overview :

This position is primarily responsible for originating residential mortgage loans through internal and external referral sources.

Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities.

Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.

Primary Responsibilities :

Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.

Counsels customers on lending options and solutions to meet their needs.

Supports and facilitates key banking partnerships.

Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.

Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery.

Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.

N.B. Corporation’s risk management program.

F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines.

Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position :

High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position :

Skills Required to Perform the Primary Responsibilities of this Position :

Excellent customer service skills

Excellent communication skills, both written and verbal

Excellent organizational, analytical and interpersonal skills

Ability to use general office equipment

Ability to use a personal computer and job-related software

MS Word - Basic Level

MS Excel - Basic Level

MS PowerPoint - Basic Level

BS or BA degree preferred.

Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.

Licensures / Certifications Required to Perform the Primary Responsibilities of this Position :

N / A

N / A

Last updated : 2024-04-24