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Posted : Tuesday, December 26, 2023 07:12 PM
Bravera Bank is hiring for a Private Banking Specialist in Great Falls, MT.
Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career.
We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.
The Private Banking Specialist position is the Subject Matter Expert in the area of Retail Banking.
The PB Specialist is able to refer customers and have a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance.
Measures of Success Be a liaison and the “go to person” between the customer and various individuals within Bravera Bank, Bravera Wealth and Bravera Insurance.
Increase customer deposits and focus on deposit growth.
Be able to acknowledge opportunities for cross selling/referring products and services to clients, when appropriate.
Cross train, review and understand the retail, consumer lending, commercial lending, mortgage banking processes, and job shadow the Private Banking Officers, Commercial and Ag Lenders, Mortgage Lenders and Digital Banking team to learn more about conversations and making recommendations to clients.
Duties and Responsibilities Earn and maintain the respect and trust of people.
Display honesty, integrity, and morality.
Responsible to promote a positive and collaborative environment that supports teamwork and excellent customer service throughout the organization.
Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
Responsible for cultivating new and existing retail & business customer relationships and ensure these clients are contacted on a consistent basis.
Make customer contacts, field inspections, and business visits.
Manage municipal accounts, top depositors, and high net worth clients.
Responsible for deposit solicitation and deposit growth.
Actively engaged in business development by calling/soliciting new and existing retail and business deposit and loan relationships.
Include branch managers, business & mortgage bankers, or other appropriate bank, wealth or insurance personnel when possible.
Actively cross sell all products to include Bank, Insurance, Wealth Management and Mortgage Banking opportunities.
Be knowledgeable on all retail and business deposit related products, cash Management services, digital banking products, and ACH processing.
Must be the “liaison” between the customer and the various individuals throughout the organization that this position will be working with.
Keep abreast of current industry trends, new programs, and regulations.
Responsible for promoting teamwork and open communication among all business functions of the organization and with other departments.
Responsible for maximizing processes and delivery of services as they relate business customer relationship building functions.
Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
Provide guidance to Retail Department to create a culture of empowerment with customer focused decision making while keeping in mind safe and sound business practices.
Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act.
In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
Qualifications Education: Bachelor’s degree in business administration, business management, finance, or other related field.
Experience: Minimum 4-5 years Retail or Business Banking experience; minimum 5 years of business development experience; OR an acceptable combination of education and experience.
Working knowledge of loan and deposit documentation.
Above-average written and personal communication skills.
Ability to handle multiple tasks and deadlines.
Effective time management and organizational skills.
Location Great Falls, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities.
As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.
Our Values Give and earn trust.
We support and empower one another to earn trust through accountable performance.
Learn, teach and mentor.
We are a learning organization that invests in growth and development.
Collaborate and innovate.
We work together to drive continuous improvement to enhance your experience.
Want to learn more about careers with Bravera? Go to bravera.
bank/careers.
#ForgeYourPath with us! Find us on Facebook, Instagram, Twitter, LinkedIn and Youtube.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c).
Experience Preferred 5 year(s): Business Development experience 4 - 5 years: Retail or Business Banking experience Education Preferred Bachelors or better in Business Administration or related field Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career.
We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.
The Private Banking Specialist position is the Subject Matter Expert in the area of Retail Banking.
The PB Specialist is able to refer customers and have a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance.
Measures of Success Be a liaison and the “go to person” between the customer and various individuals within Bravera Bank, Bravera Wealth and Bravera Insurance.
Increase customer deposits and focus on deposit growth.
Be able to acknowledge opportunities for cross selling/referring products and services to clients, when appropriate.
Cross train, review and understand the retail, consumer lending, commercial lending, mortgage banking processes, and job shadow the Private Banking Officers, Commercial and Ag Lenders, Mortgage Lenders and Digital Banking team to learn more about conversations and making recommendations to clients.
Duties and Responsibilities Earn and maintain the respect and trust of people.
Display honesty, integrity, and morality.
Responsible to promote a positive and collaborative environment that supports teamwork and excellent customer service throughout the organization.
Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp.
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
Responsible for cultivating new and existing retail & business customer relationships and ensure these clients are contacted on a consistent basis.
Make customer contacts, field inspections, and business visits.
Manage municipal accounts, top depositors, and high net worth clients.
Responsible for deposit solicitation and deposit growth.
Actively engaged in business development by calling/soliciting new and existing retail and business deposit and loan relationships.
Include branch managers, business & mortgage bankers, or other appropriate bank, wealth or insurance personnel when possible.
Actively cross sell all products to include Bank, Insurance, Wealth Management and Mortgage Banking opportunities.
Be knowledgeable on all retail and business deposit related products, cash Management services, digital banking products, and ACH processing.
Must be the “liaison” between the customer and the various individuals throughout the organization that this position will be working with.
Keep abreast of current industry trends, new programs, and regulations.
Responsible for promoting teamwork and open communication among all business functions of the organization and with other departments.
Responsible for maximizing processes and delivery of services as they relate business customer relationship building functions.
Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations.
Provide guidance to Retail Department to create a culture of empowerment with customer focused decision making while keeping in mind safe and sound business practices.
Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act.
In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.
Qualifications Education: Bachelor’s degree in business administration, business management, finance, or other related field.
Experience: Minimum 4-5 years Retail or Business Banking experience; minimum 5 years of business development experience; OR an acceptable combination of education and experience.
Working knowledge of loan and deposit documentation.
Above-average written and personal communication skills.
Ability to handle multiple tasks and deadlines.
Effective time management and organizational skills.
Location Great Falls, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities.
As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.
Our Values Give and earn trust.
We support and empower one another to earn trust through accountable performance.
Learn, teach and mentor.
We are a learning organization that invests in growth and development.
Collaborate and innovate.
We work together to drive continuous improvement to enhance your experience.
Want to learn more about careers with Bravera? Go to bravera.
bank/careers.
#ForgeYourPath with us! Find us on Facebook, Instagram, Twitter, LinkedIn and Youtube.
- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c).
Experience Preferred 5 year(s): Business Development experience 4 - 5 years: Retail or Business Banking experience Education Preferred Bachelors or better in Business Administration or related field Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.
41 CFR 60-1.
35(c)
• Phone : NA
• Location : Great Falls,Montana,59405,United States, Great Falls, MT
• Post ID: 9071694515
