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Private Banking Relationship Manager II
Flexible Locations:
The Woodlands, TX
or work from 1 other location
The Woodlands, TX
Type: Regular Full-Time
Job ID: 2022-15196
Category: Private Banking
Overview

The purpose of this job is to provide full service banking with a superior level of hands-on contact to the high income, high net worth clients.ย  This is accomplished through the extension of credit but also includes sales of all bank related retail products and cross sales of insurance, trust, and investment products.

Responsibilities:
  • Coordinates entire credit approval process, including loan approval within lending authority and provide advice and guidance to subordinate officers on complex credit decisions.
  • Service a loan portfolio, including credit and collateral exceptions and past dues
  • Sell deposit related products and other retail products
  • Cross sell mortgage, trust, insurance, and investment products
  • Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and products
  • Community service
  • Provide financial and banking advice and counseling

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Qualifications

Thorough knowledge of Private Banking and the bank financial products and services Knowledge of deposit and loan products, as well as bank policy Knowledge of document preparation and new accounts systems Thorough knowledge of negotiable instruments Complete understanding of the requirements of properly securing a loan Advanced knowledge of state and federal regulations and bank policies relating to credit Knowledge of sales principles Superior judgment in making loan decisions Experience dealing with sophisticated clientele Experience in recognizing and handling troubled loans and problem customers Thorough knowledge and understanding of loan and deposit debits and credits Strong analytical ability Advanced interpersonal skills Must possess effective verbal and written communication skills Proven ability to build relationships Customer contact and sales and service skills Ability to lead the work of others Four-year college education Bank branch work preferred 7 years banking experience or related work experience to include previous lending experience (preferably commercial lending) Previous investment experience with 6/63 licensure preferred

Working with Us

Teamwork and the individual contributions of our associates are recognized as the drivers of our success.ย  At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment.ย  We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations.ย  Come onboard and join our team!

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Equal Opportunities for All

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accomodation for individuals with disabilities in employment.

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If you need accomodation for any part of the application process because of a medical condition or disability, please send an email to careers@trustmark.com or call 866.213.1418.

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Our Hiring Process

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

  • Verification of employment, education and other data provided by you on your employment application
  • Verification of eligibility to work in the US
  • Criminal background check
  • Credit check (required for certain positions)
  • Fingerprinting (required for certain positions)
  • Drug screen

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