AVP Private Banking

THE PARK BANK • Madison, WI • 2h ago

JOB REQUIREMENTS: Description Park Bank is hiring our next Assistant
Vice President of Private Banking, and we want to talk with you! This
role is a key part of our Private Banking team, helping the organization
grow and retain relationships with high-value clients while delivering
exceptional service and personalized financial solutions. Reporting to
the SVP, Private Banking, you\'ll work alongside a strong team of
professionals to develop deep and meaningful relationships in the
community. You are polished, professional, and thrive in high-pressure
situations where client satisfaction is key. As our next AVP Private
Banking, you are a proactive relationship builder with a strong
background in banking, lending, and client service. You\'ll engage in
business development activities to onboard new Private Banking
households, while also managing and expanding existing client
relationships through strategic portfolio reviews, product referrals,
and personalized service. You\'re a strategic thinker who enjoys
collaborating with internal partners to deliver tailored solutions, and
you\'re passionate about helping clients reach their financial goals.
You see a long-term career in Private Banking and are excited to grow
within the department. If you\'re ready to take your career to the next
level at a community-focused institution, we\'d love to hear from you!
Essential Functions & Duties: Engage with existing Private Banking
households, as assigned, to grow the Private Banking portfolio and
ensure retention. Conduct strategic Portfolio Reviews to identify
current and future financial needs and effectively offer solutions
directly or through business partner referrals. In support of assigned
growth and production goals, develop an outbound contact strategy to
ensure Park Bank is offering appropriate products and services to new
and existing clients. Work with strategic partners to assist in the
processing and delivery of banking products; and utilize this
opportunity to acquire new Private Banking loan and deposit accounts.
Perform daily responsibilities to include servicing clients, processing
stop payments, wire transfers, placing check orders, processing special
instructions on accounts and processing account maintenance requests.
Achieve assigned referral goals to Private Banking Mortgage and Park
Capital Management. Through outbound calling efforts and strategic
partner referrals, successfully on board new Private Banking households.
Through acquisition and retention activities, achieve assigned growth
goals in Private Banking households and Loan/Deposit portfolio. Ensure
compliance with all bank policies and procedures to include regulations,
CIP, audit and security. Requirements Required... For full info follow
application link. Park Bank is an equal opportunity employer. All
qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, national origin, disability status
and protected veteran status. *** APPLICATION INSTRUCTIONS: Apply
Online: ipc.us/t/880F2E6BE77E4CE7

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