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Senior Private Banker - 3DFVJ in Baltimore, MD at M&T Bank

Date Posted: 4/20/2018

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Baltimore, MD
  • Job Type:
    Banking
  • Experience:
    Not Specified
  • Date Posted:
    4/20/2018

Job Description

Senior Private Banker

Wilmington Trust

Baltimore, MD

 

Responsibilities:


•         Proactively contact existing customers & prospects


•         Acquire, retain & expand existing relationships


•         Maximize depth & profitability of the customer relationship


•         Work closely with internal partners in Wealth and Commercial Lending


•         Understand and identify credit and investment needs of high net worth clients and offer customized solutions.


•         Follows market trends and developments to increase the Bank’s business in established and developing markets


•         Participates in civic and cultural organizations.

 

 

Minimum Qualifications Required:


•         Bachelor’s degree and 5 years of closely related experience


•         Minimum of 7years sales and lending experience


•         Extensive customer contact & experience in managing high net worth client relationships


•         Excellent listening, communication and interpersonal skills, with the ability to interact with all levels of personnel using diplomacy


•         Ability to work well in a team environment


•         Working knowledge of Excel


•         Strong presentation, planning and follow up skills

 

Ideal Qualifications Preferred:


•         7 or more years of Private banking experience with a financial institution


•         Credit trained with experience in Commercial Lending


•         MBA, CFP, CPA or similar designations


•         Series 7 license


•         Supervisory and/or mentoring experience for junior and associate relationship managers

 

 

About M&T

At M&T, we strive to be the best place our employees ever work, the best bank our customers ever do business with and the best investment our shareholders ever make. So when looking to advance your career, look to M&T.  As a top 20 US bank holding company and one of the best performing regional banks in the country, we offer a wide range of performance based career development opportunities for talented professionals. And through our longstanding tradition of careful, conservative and consistent management and a strong commitment to the communities we serve, we continue to grow with a focus on the future. 

 

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M&T Bank Corporation is an Equal Opportunity/Affirmative Action Employer.
M&T Bank Corporation does not sponsor individuals for the purpose of obtaining H-1 Visas.
M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.