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Jobing Description
PRIMARY FUNCTION: Manage a large portfolio of high net worth/affluent clients, acting as their primary contact and source for all financial products and services. Incumbent has extensive knowledge of personal banking, trust, brokerage and investment services, as well as a full range of business-related and wealth management services. Responsibilities include developing new client relationships from internal and external referrals, outside calling efforts, and general networking with centers of influence. BASIC QUALIFICATIONS: Bachelors degree 7+ years Private Banking/Commercial Banking field Skills / Requirements
Must have strong credit underwriting experience.
7+ years of Private Banking/Lending experience Strong Sales and Business Development skills Possess the ability to conduct Sales Presentations to Centers of Influence including Attorneys and CPAs. Must be able to build and grow portfolio of clients Important Notes
M&I offers generous incentives based on performance.
In return for your contribution, we offer a generous benefits package to include: 401k with immediate employee participation Tuition reimbursement Medical, dental, and flexible spending plan Stock purchase plan Employee referral program Pension & profit sharing plan Company paid life insurance Paid vacation and holidays M&I Bank is an EQUAL OPPORTUNITY EMPLOYER. This job posting is no longer available on Jobing.com.
M & I Bank Preview
What does potential mean to you? At M&I, we know what it means.Every day, our success depends on helping customers and employees realize their full potential...
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