CIT Group Inc.

Premier Banker

Location US-CA-Beverly Hills
Job ID
30113
# Positions
1
Job Family
Branch Delivery - Banking Services
Type
Full-Time

Overview

 

Founded in 1908, CIT (NYSE: CIT) is a financial holding company with approximately $50 billion in assets as of Dec. 31, 2017. Its principal bank subsidiary, CIT Bank, N.A., (Member FDIC, Equal Housing Lender) has approximately $30 billion of deposits and more than $40 billion of assets. CIT provides financing, leasing, and advisory services principally to middle-market companies and small businesses across a wide variety of industries. It also offers products and services to consumers through its Internet bank franchise and a network of retail branches in Southern California, operating as OneWest Bank, a division of CIT Bank, N.A. For more information, visit cit.com.

Responsibilities

The Premier Banker serves as the key contact for assigned high-value and high-potential mass affluent customers by providing them guidance and navigation towards solutions that meet their particular needs. The Premier Banker also manages and increases a high-value book of business through proactive acquisition, cross-sell, and related activities.

 

The essential functions of the job include, but are not necessarily limited to, the following:

  • Manages and grows a book of mass affluent customers, defined as customers with $250 thousand and $5 million of investible assets and median household income of $150 thousand per year
  • Proactively retains and grows the existing book, and attracts and builds new customers
  • Works closely with the branch and various business units to generate cross sale referrals
  • Interfaces with attorneys, real estate agents, CPA's, and clients for referrals
  • Connects with customers to establish OneWest Banks "One Customer at a Time" standard
  • Guides customers through more complex financial needs by dedicating time to engage customers in meaningful conversation
  • Helps navigate customers through OneWest Banks products, services, and resources
  • Builds on customer relationships by serving as the primary contact, notating what was learned, and following up on expectations

[A Premier Banker’s book of business is defined as assets in the categories of total deposits, (consumer and business deposits), and residential loans.]

The Premier Banker serves as the key contact for assigned high-value and high-potential mass affluent customers and manages as well as increases a high-value book of business.

Qualifications

Basic Qualifications:

  • Bachelor's Degree preferred
  • Minimum of 5 years experience as a Premier Banker or similar position
  • Demonstrated success at building a deposit book of business totaling at least $40 million
  • Experience in leveraging resources such as lending, business banking, and investments as well as aligning products and services
  • Demonstrated success at developing jumbo mortgage lending and commercial lending
  • Experience in reviewing and analyzing customer information to identify needs and create solutions
  • Must have high competency in the banking industry, banking channel, and products
  • Must be conversant to expert on all bank products and services
  • Must be able to build and sustain business relationships
  • Must possess a desire to learn, have an inquisitive nature, and the motivation to seek answers and provide solutions
  • Excellent verbal and written communication skills
  • Must be able to write reports, business correspondence, and/or procedure manuals
  • Initiative and strong judgment, including the ability to review a situation and identify opportunities or issues and drive their expeditious resolution
  • Must have good recall and be detail-oriented and highly accurate
  • Strong work ethic, self-motivation, flexibility, and comfort with a fast-paced environment
  • Must have excellent interpersonal skills and be able to work effectively in a team environment
  • Must have strong organizational skills with a proven ability to multi-task and manage multiple projects

 

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