Premier Banker - Bel Air

The Job Holder
Los Angeles, CA, USA
Aug 24, 2019

Client Name

CIT Group

Requirements

 

Diagram 

 

Established in 1908, CIT (NYSE: CIT) is money related holding organization with roughly $50 billion in resources as of Dec. 31, 2017. Its chief bank backup, CIT Bank, N.A., (Member FDIC, Equal Housing Lender) has roughly $30 billion of stores and more than $40 billion of benefits. CIT gives financing, renting, and warning administrations chiefly to center market organizations and independent companies over a wide assortment of enterprises. It additionally offers items and administrations to shoppers through its Internet bank establishment and a system of retail branches in Southern California, working as OneWest Bank, a division of CIT Bank, N.A. For more data, visit cit.com. 

 

 

Duties 

 

The Premier Banker fills in as the relationship director for relegated princely and high-potential mass well-off clients by giving them direction and route towards arrangements that meet their specific needs. The Premier Banker additionally oversees and builds a high-esteem book of business through proactive procurement, strategically pitch, and related exercises. 

  1. The basic elements of the activity incorporate, yet are not really constrained to, the accompanying: 
  2. Oversees and grows a book of rich and mass wealthy clients 
  3. Starts discussions with clients and adopts a proactive strategy to hold and develop the current client book of business and add new client connections to the book of business 
  4. Sticks to CIT/OneWest Bank execution culture and procedure 
  5. Behaviors business precisely, morally and consistently to the greatest advantage of the client 
  6. Meets individual and branch deals objectives as allocated 
  7. Builds up public venues of Influence (for example lawyers, realtors, CPA's) to join forces with and recognize extra client banking openings where suitable 
  8. Reliably draws in clients to set up OneWest Banks "One Customer at once" standard 
  9. Develops client connections by filling in as the essential contact, documenting what was found out, and continually following up on client desires 
  10. A Premier Banker's book of business is characterized as resources in the classes of complete stores (purchaser and business stores). 

 

 

Capabilities 

 

At CIT/OneWest Bank, the client is at the focal point of all that we do. We will likely give a great client administration experience and to meet the monetary needs of every individual, One Customer at once. 

 

 

Least Qualifications: 

 

 

  1. 3 years of applicable financial involvement with past experience as a Personal Banker or identical 
  2. Involvement in giving phenomenal client administration and utilizing assets, for example, innovation channels, loaning and business banking, to fittingly adjust items and administrations 
  3. Demonstrated relationship the executive's abilities and experience alongside amazing client administration insight 
  4. Involvement in evaluating and breaking down client data to reliably distinguish client needs and make arrangements as proper 

 

 

Capacity to work in a group-based condition 

 

Must almost certainly proactively supervise the client book of business just as oversee and procedure data through contact the board framework