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Private Banking Relationship Manager II
Location:
Houston, TX
Type: Regular Full-Time
Job ID: 2024-17180
Category: Private Banking
Overview

Provide a concierge delivery of financial services through a superior level of hands-on contact to customers of the Bank. These clients are high income earners or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.

Responsibilities:
  • Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
  • Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert.
  • Provide advice and guidance to subordinate officers on complex credit decisions.
  • Service a loan portfolio, including credit and collateral exceptions and past dues
  • Work with partner to provide deposit related solutions and other retail services to meet the needs of our clients
  • Work with team to provide non-bank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services
  • 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
  • Maintain professional community relations, including leadership roles, to increase the bankโ€™s visibility and new business opportunities, and to further professional development
  • Provide financial and banking advice and counseling through team to Trustmarkโ€™s โ€œBESTโ€ clients.
  • Perform additional duties as assigned.

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Qualifications
  • Four-year college education or equivalent work experience.
  • 7 years banking experience or related work experience to include previous lending experience
  • 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
  • Knowledge of intermediate investment strategies implemented by High net worth clients
  • Knowledge of intermediate estate planning strategies implemented by High net worth clients
  • Knowledge of intermediate insurance strategies implemented by High net worth clients
  • 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
  • Ability to work with others
  • Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experiencePreferably commercial lending banking experience or related work
  • Previous investment experience with 7, 63 or 66, and insurance licensure preferred

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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 accommodation for individuals with disabilities in employment.

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If you need assistance with any part of the application process, 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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