Private Banker

Ohnward Bank & Trust

This position is responsible managing complex, comprehensive client relationship that have broad based needs for many financial solutions.  The incumbent will manage existing book of business, build a portfolio of clients and is expecting to fully use the vast array of products and services offered by the bank.  The incumbent is expected to be adept at understanding and developing financial plans that focus on wealth management.  Assessing financial products that will serve the clients’ financial needs and fulfilling the delivery of the product or service to the client as well as managing a loan portfolio consisting of consumer and commercial loans and deposits and managing loan portfolio risk.  The incumbent is expected to be involved it the community. 

  • Analyze and develop loan presentations with complete credit analysis for commercial loans. Utilize sound underwriting practices to determine an appropriate decision for a commercial loan request. Assimilate required documentation to process consumer loans using the bank's policies and procedures. Ensure completion of loan closing and disbursements for the client.
  • Develop quality prospects and centers of influence, through internal and external referral sources, organization involvement, market research, target marketing specific industries or segments of the market.

    • Demonstrate strategic internal partnerships by conducting joint calls with other associates, including commercial and mortgage lenders, management, wealth management counterparts and/or private banking team. 

Equal Opportunity Employer

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Job ID: 80671

Posted 25 days ago

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