Private Banking Officer
The Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and high net worth clients.
What we can offer you
- Comerica Funded Retirement Plan and 401(K) Matching
- Paid Time Off (PTO)
- Employee Stock Purchase Plan
- Paid Holidays, Floating Cultural Holiday
- Medical, Dental, Vision, Life Insurance
- Flexible Schedules
- Parental Leave and Adoption Assistance programs
- Community Volunteer Opportunities
- "Top 50 Diversity Company" by Diversity Inc.
- Global 100 for Most Sustainable Corporations
Position Responsibilities:
- Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
- Manage customer relations and new business development with a periodic review of existing loan commitments.
- Act as the bank's agent with respect to advising the client as to proper loan structure.
- Negotiate acceptable terms for the bank and customer simultaneously even when goals conflict.
- Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
- Accept special project assignments as assigned.
- Community Involvement.
Position Qualifications
- Bachelor's Degree from an accredited university
- Completion of a Commercial Credit Training Program
- 7 years of experience in commercial or private lending
- 7 years managing a portfolio of clients
- 7 years of experience financial sales
San Jose Main
40
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