at Landmark National Bank in Overland Park, Kansas, United States
Job Description
HOW YOU'LL CONNECT
The Private Banker contributes to Landmark National Bank's high end customer service standards by cultivating and advancing new and existing business client relationships. They will serve as a direct point of contact for clients, providing tailored financial solutions to meet clients needs. The Private Banker must exhibit strong interpersonal skills and maintain a deep understanding of all banking products in a proactive approach to establish tailored, long term client relations. They will partner closely with team, other bank divisions and bank leadership to develop monitor and achieve bank goals.
WHAT YOU'LL DO
- Loan analysis and decision making. Collect and analyze customer loan applications, credit worthiness, collateral valuation and financial statements to approve, decline, or recommend loans within guidelines of the Private Banking Loan Policy. Ensure compliance with regulatory guidelines and internal policies.
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Branch Support & Internal Consultation – Serve as the primary contact for branch employees when working with an existing business client regarding their personal needs. Collaborate with an internal specialist to create and implement solutions to meet client’s needs and contribute to branch performance.
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Relation Ownership & Development – Act as co-owner of client relationship, providing personalized financial service while staying updated on the overall relationship with the bank. Resolve client inquires and issues and conduct regular joint portfolio reviews with the appropriate commercial teammates to ensure alignment with client objectives.
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Process Improvement & Product Offering – Leverage technology and digital tools to streamline banking services, enhance efficiency, and improve customer experience. Identify opportunities to improve or add products and services that would meet current client demands or better position the bank to obtain additional client relationships.
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Training & Communication – Communicate regularly with clients and with the appropriate commercial teammates or branch staff, to help ensure that the bank presents an educated and united front when interacting with the customers. Communicate appropriately with branch staff on client’s needs, loan policies, and best practices ensuring smooth transactions in all client relations.
- Develop and maintain positive relationships with all customers and your team of bank associates.
- Support customer and Landmark National Bank success by promptly, accurately, and confidentially completing the delivery of bank products and services including, but not limited to accepting, inputting, and closing consumer loan requests, opening and maintaining accounts, data entry, issuing debit cards, resetting online banking passwords, initiating wires, and completing second day checklists.
- Accountable for implementing all regulatory requirements and procedures.
- Utilize a 7 Step Conversation to promote bank products and services, including role play, completing Weekly Checklist and Needs Solved Sheets.
- Engage in Landmark National Bank Culture initiatives and team success activities, including Daily Huddles, leading when assigned, Weekly Rally Meetings, and Hoopla events.
- Manage professional improvement through the utilization of the Quarterly Job Progress Plan and consistently meet Minimum, Target and Optimum levels of performance.
- Represent the bank well in the community.
- Performs other duties and projects as assigned.
