Private Banking Officer III - Valley National Bank

Responsibilities include, but are not limited to:


* Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
* Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs.
* Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, brokerage and life insurance.
* Actively develop new relationships externally through referrals from clients, centers of influence and internal partners.
* Manage relationships by leading the client team in planning, delivery, and regular review with clients.
* Deliver a high degree of personal contact and open communication among clients and internal team that creates a superior client experience.
* Proactively communicate with clients about current conditions in the financial markets and necessary adjustments to their investment strategies.
* Ensures compliance with internal control procedures, department policies and regulatory requirements.
* Demonstrate ability to be a value added, complimentary member of the team and support team selling initiatives, partnership activities, and cross business line referral objectives.
* Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
* Actively participate in community and business functions/groups to promote the image of Valley as an integral member of the community and establish referral contacts within the community.





Required Skills:


* Strong financial product and technical expertise in developing and delivering holistic investment solutions.
* Complex problem resolution skills with the ability to draw the correct conclusions.
* Well versed in various investment and financial planning tools.
* Proven ability to network with prospective client and centers of influence.
* Strong written and verbal communication skills.
* Strong knowledge of International Banking markets.

Required Experience:


* Bachelor's degree from an accredited college or university.
* Mminimum 7 years of experience in financial advisory services with demonstrated ability to develop and manage exiting relationships and new business opportunities.
* Currently holds FINRA Series 7 and 66 or equivalent.

Preferred Experience:


* Currently holds State Insurance licenses for Life, Health and Variable products.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled