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Associate Group Director - VP

San Francisco, CA, USA | Leading Banking / Investment Banking Company

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Project Management
  • Experience:
    7-10 years
Job Description:
52 people have viewed this job

In this position, you will focus on providing ongoing client relationship servicing and business development efforts.  

Primary responsibilities include

Develop prospects from current client base, referral leads, and other sources

Assist in management of business portfolio and actively generate additional business by networking and community involvement

Present information on available services such as deposit accounts, lines-of-credit, sales or inventory financing, cash management, or investment service and provide ongoing relationship servicing

Work with the mortgage vendor in the processing of mortgages and home equity loans/lines, coordinate timely closing and funding of new loans, monitor and renew existing loans, assists with loan documentation, conducts site visitations, and assist with updates to loan files 

Review business trends, advise clients regarding expected fluctuations, ascertain financial needs and prepare customized proposals best suited to client’s needs

Coordinate with specialists from internal departments on joint presentations to meet prospect’s needs and in resolving client issues

Open and service accounts in accordance with policies, ensures compliance with bank secrecy act, and other regulatory functions

Assist the Group Director in daily operations


Minimum 7 years of experience in a financial institution in a similar position

Strong business development skills and prior sales experience with ability to produce new business

Excellent interpersonal, client service, communication and relationship management skills

In-depth knowledge of financial service products including commercial loans

High School Diploma or equivalent required

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