CIT Group Inc.

  • Premier Banker

    Location US-CA-Encino
    Job ID
    30410
    # 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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