Private Banking Officer I

Responsibilities include, but are not limited to:

• Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.

• Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs.

• Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, brokerage and life insurance.

• Actively develop new relationships externally through referrals from clients, centers of influence and internal partners.

• Manage relationships by leading the client team in planning, delivery, and regular review with clients.

• Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.

• Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies.

• Ensures compliance with internal control procedures, department policies and regulatory requirements.

• Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives.

• Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.

• Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.