Private Banker (Leawood, KS)

Private Banker (Leawood, KS)

BASIC QUALIFICATIONS:
Bachelor?s degree required
1 - 3 years experience

ADDITIONAL QUALIFICATIONS:
? Outstanding sales, interpersonal and communication skills
? Specific knowledge of financial industry products, services, pricing and profitability
? Strong organizational and time management skills
? Good computer skills
? Weekend and evening hours required


PERFORMANCE MEASURES:
Maintain portfolio at an acceptable level of earnings with a high degree of credit quality.
Meet sales goals for deposits (including investment and trust sales), loans and client base growth goals.
Meet monthly calling goals (15 prospects, 10 existing clients)
Meet referral goals for M&I Financial Advisors, mortgage and commercial.
Minimize pricing exceptions and exceptions to private banking underwriting guidelines.
Adhere to documentation and compliance policies and procedures.


ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.



BMO Harris Bank thanks all applicants. We advise only those who qualify for an interview will be contacted.
At our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall & Ilsley Corporation (M&I). Over the next year, we will be working to bring the best of Harris and M&I together under the BMO Harris Bank name. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. We are an Equal Opportunity Employer. By embracing diversity, we gain strength through our people and our perspectives.

PRIMARY FUNCTION:
Manages a small to medium-sized portfolio of high net worth and/or high-income clients, acting as their primary contact and source for a full range of banking, trust, brokerage and investment services. Responsibilities include developing new client relationships from internal and external referrals, outside calling efforts, and general networking with centers of influence.

SCOPE OF RESPONSIBILITY:
# of Relationships: 200 ? 250
Approximate Fee Income:<$75,000
Loan Authority Limits: Secured $50,000 ? Unsecured $10,000


SPECIFIC DUTIES/ACCOUNTABILITIES:
Selling ? Approximately 75%
Develop, retain, and expand financial relationships with high value clients by tailoring and customizing financial solutions to satisfy specific client needs in an effort to meet established individual and department goals.

Develop and maintain quality loan and deposit portfolios with an emphasis on profitability. Loan portfolios should reflect low delinquency and minimal losses while adhering to the corporation?s loan policy and private banking underwriting guidelines.

Conduct business development efforts through individual and joint presentations to existing and prospective clients.

Originate, process and service consumer loan requests; complete mortgage applications for specialist follow-up. Attend loan closings.

Recognize, qualify, and refer clients to appropriate areas to meet established referral goals. Make appropriate referrals to areas where referral goals are not established including but not limited to leasing, treasury management, commercial and business banking and retail branches.

Display strong negotiation skills and good business judgment when reviewing fees and recommending pricing.

Participate in social events and activities during and outside of regular business hours to meet and entertain existing and prospective clients and network with centers of influence.

Understand competitive environment and effectively sell to BMO Harris Bank's strengths.

Obtain referrals from existing and high value clients.

Maintain ongoing dialog with internal referral sources for new and expanded business opportunities.

Participate in small business lending when appropriate.
Actively participate in bank sponsored community activities.

General Administration ? Approximately 20%
Regularly update internal referral sources with progress reports on their referrals.

Monitor individual overdraft, past due loan and miscellaneous exception reports and take action to remove exceptions as necessary.

Actively participate in and facilitate sales, bank, and joint department meetings.

Actively utilize MiContacts system to record sales contact data.

Prepare and submit expense and sales related reports on a timely basis.

Provide feedback on client concerns relative to product features, pricing, and new product development needs.

Represent BMO Harris Bank in community affairs and civic organizations to support the Community Reinvestment Act.

Handle routine collection work.

Training ? Approximately 5%

Maintain a high level of financial services knowledge through internal and external training courses.
Other -
Perform all other related business duties as requested.