Job Description

Be Proud, Be You, Be Independent!

Are you an experienced Private Banking Officer looking to progress in your career? If so, we need you!

At Independent Bank we promote a culture that encourages professional growth and embraces the collective sum of your individual differences, life experiences, knowledge, innovation, self-expression, unique capabilities and talent. We value diversity of thought, ideas, and background. Our inclusive and collaborative culture helps us find the best solutions to meet the needs of our clients and company.

About the Job:

Reporting to the Private Banking Group Manager, this position is responsible for generating new personal banking relationships for qualified, high-net worth customers throughout our footprint in Macomb & southeast Michigan. The primary focus of the Private Banking Officer will be on growing a deposit and consumer lending portfolio, and cross-selling other bank products and services.

Why You Should Apply:

• Competitive compensation package.
• Accommodating and flexible paid time off.
• A knowledgeable, goal-driven, and exciting team of colleagues.
• Exposure to different areas of banking and the ability to work with leaders within the industry.
• Community-focused events and volunteer opportunities.

What You Will Do:

• Generate new banking relationships with high net-worth clients from external contacts and business partner referrals.
• Serve as primary point of contact for all personal banking needs of the Private Bank clients.
• Work closely with business partners (i.e. Commercial lenders, Mortgage lenders and Wealth Management Advisors, etc.) to acquire and develop personal banking relationships of business owners and other professionals (physicians, attorneys, accountants, etc.).
• Functions as the client's personal advocate to internal partners and works to identify client needs, analyze client information, define goals and build plans in order to make recommendations to the clients.
• Provide an exceptional level of service, including periodic in-person meetings to review banking relationships.
• Responsible for compliance with the Bank's Loan Policy, as periodically updated.
• Cross-sells other bank products and services, including commercial banking, treasury management, deposits, investments, retail banking and mortgages.
• Represents the bank at various community events throughout the region.
• Seek leadership role on board of community organizations.
• Develop and maintain a network of professional clients.
• Performs other related duties as assigned.

What We're Looking For:

• Bachelor's degree with related business major preferred.
• Minimum of 6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients.
• Excellent interpersonal, presentation and communication skills.
• Proven ability to cross-sell banking products and services.
• Ability to build and maintain strong client relationships with a sophisticated client base and establish a high level of trust with those clients.
• Excellent analytical and decision making skills.
• Display sound judgement.
• Personal computer and other office technology skills
• Knowledge of Wealth Management products and services
• Business and technical expertise are necessary to conduct needs based assessment, planning and analysis.

Be Bold. Be YOU. Be Independent!

Education

• High School or better

• Bachelors or better in Business Administration or related field

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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