Private Banking Advisor - 22
Company: Allegacy Federal Credit Union
Location: Charlotte
Posted on: May 27, 2023
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Job Description:
Allegacy Federal Credit UnionEmployee Job DescriptionJob Title:
Private Banking Advisor Job code: 45260Allegacy Federal Credit
UnionReports to: AVP, Private BankingRole AccountabilityAt
Allegacy, there's a common thread that runs through all of us. It's
our commitment to doing right and our promise to members to always
do the right thing for their wellbeing. Every employee in our
organization is accountable to living out our brand in meaningful
ways as our promise motivates our beliefs, our behaviors, and the
benefits we share together.Nature and ScopeThis position will be a
team member of Private Banking whose responsibility is to identity
and develop, manage and retain full service consumer banking
relationships of qualified members. Consult and recommend solutions
to help members attain financial goals, acting as a liaison to
other lines of business, to deepen the member relationship
(Business Services, Mortgage Lending, Allegacy Investment Group,
Business Development, Digital and Retail).Position takes a public
role in developing and maintaining relationships of Allegacy
Federal Credit Union to its local community as well as other
communities it serves.This position is responsible for meeting the
annual Private Banking portfolio goals. Internally, this position
is responsible for collaboration with all lines of business and
back office teammates to ensure the best member experience and
cross collaboration efforts to deepen the member relationship.
Externally, this position involves managing their members' daily
financial servicing needs, providing concierge level
service.Specific AccountabilitiesDeep financial product and process
knowledge (of needs and services for high net worth members and
business owners) with a commitment to deliver superior member
service with professionalism, sense of urgency and accuracy.Provide
superior service to existing clients and build a network of
prospective business, centers of influence and community awareness
for Private Banking and Allegacy.Ability to work independently, to
manage multiple priorities, act with confidentiality and apply
interpersonal skills to retain and build member
relationships.Demonstrate enthusiastic support of corporate
mission, core values and long-term objectives. Performs job duties
within our bylaws, regulations, Board of Directors policies,
established internal and external service standards and our work
procedures.Professional business writing and excellent verbal
communication skills.Position requires
NMLSEducation/ExperienceBachelor's degree in economics or finance
preferredFive years' experience in financial services (banking
and/or financial advising)Working knowledge and experience working
with financial statements, trust accounts (including how they are
structured (Revocable, Irrevocable, Grantors, Trustee,
Beneficiaries, EIN vs. SSN), business accounts, wire transfers, IRA
accounts.Working knowledge and successful loan production
historyProficient in Microsoft Excel, Word, and PowerPoint,
Docusign
Keywords: Allegacy Federal Credit Union, Charlotte , Private Banking Advisor - 22, Accounting, Auditing , Charlotte, North Carolina
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