Private Banking Relationship Officer Position Available In Jackson, Missouri

Private Banking Relationship Officer Country Club Bank – 3.3

Kansas City, MO Job Details Full-time Estimated:

$85.6K – $122K a year 18 hours ago Benefits Dental insurance Paid time off Vision insurance Qualifications Underwriting Customer service 5 years Microsoft Office Finance Bachelor’s degree Customer relationship management Business Administration Lending Senior level Business Communication skills Time management Full Job Description Join Our Team as a Private Banking Relationship Officer! Are you a tenacious, spirited go-getter? If so, we want you to join the Country Club Bank family! We’re not just offering a job; we’re offering a chance to grow, thrive, and take community-based banking in the KC metro region to new heights. About Us At Country Club Bank, we believe banking is more than numbers – it’s about people. Our ultimate goal is to help individuals succeed, thrive, and find their ‘True North’ – the path that leads to personal and professional success. As a Private Banking Relationship Officer, you will manage a portfolio of high-net-worth individuals, providing customized banking strategies, solutions, and advice tailored to their needs. You’ll develop and maintain client relationships by leveraging resources across our organization to deliver exceptional, personalized service. What You’ll Do Provide full-service banking to high-value clients. Consult with the Private Banking Manager to address clients’ holistic financial needs, recommending valuable products, solutions, and services. Develop, manage, and expand mutually beneficial client relationships while ensuring a high-level client experience. Stay informed about compliance and regulatory requirements in the financial industry. Utilize your knowledge of Trust, Wealth, Loan, and Banking products and services. Identify and call on existing or prospective customers to develop new business; promote and cross-sell the Bank’s services. Serve as a relationship manager across departments and divisions. Negotiate loan proposals ; analyze and evaluate credit requests; coordinate with Underwriting and Credit Risk Management; present to loan committee; implement approval or declination actions. Participate in community and professional activities to enhance the Bank’s image and expand your network of business contacts.

Where You Shine Educational Background :

Bachelor’s Degree in business, finance, or related field; minimum of 5+ years of experience in a financial institution.

Experience :

Previous experience working with law and medical practices is ideal. Underwriting experience in consumer and commercial lending is highly valued.

Skills :

Strong knowledge of financial products and services, credit and banking policies, and procedures. Ability to analyze financial statements and prepare loan presentations.

Communication :

Superior communication skills to effectively and professionally interact at all levels of the organization.

Professionalism :

High degree of confidentiality, integrity, and professionalism.

Organizational Skills :

Excellent follow-through, time management, attention to detail, and proficiency in Microsoft Office applications.

Customer Service :

Must possess a can-do customer service attitude/philosophy.

Licensing :

NMLS License or eligibility to be licensed.

Where We Shine Comprehensive Benefits:

Enjoy a full suite of benefits, including life, dental, and vision insurance, plus generous paid time off to ensure you and your family are well taken care of.

Supportive Work Environment:

As a family-owned business, we prioritize the well-being of our associates and their families, fostering a supportive and caring atmosphere.

Diverse and Driven Team :

Work alongside smart, driven, and diverse individuals who inspire and challenge each other to achieve excellence.

Core Values:

We uphold integrity and commitment in everything we do, ensuring that our daily duties reflect the values of Country Club Bank.

Community Engagement:

Actively support local philanthropic, cultural, and artistic initiatives that our associates value, making a positive impact in the community.

Kansas City Dedication:

Be part of a team devoted to the greater Kansas City area, supporting its enterprising visionaries and contributing to the creative backbone of our city’s future economy and business value. Ready to take your career to the next level? Join us at Country Club Bank and be part of a team that values growth, community, and excellence. Apply today! Experience Required 5 year(s): Minimum of 5+ years of experience in a financial institution. Previous experience working with law and medical practices is ideal. Underwriting experience in consumer and commercial lending is highly valued. Education Required Bachelors or better in Business Administration or related field Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.