Associate Group Director - VP
San Francisco, CA, USA | Signature Bank
Industry:Banking / Investment Banking
Job Description:89 people have viewed this job
Signature Bank, member FDIC, is a New York-based full-service commercial bank with private client offices throughout the New York metropolitan area. The Bank’s growing network of private client banking teams serves the needs of privately owned businesses, their owners and senior managers. Signature Bank offers a wide variety of business and personal banking products and services.
The Bank operates Signature Financial, LLC, a specialty finance sCompanyidiary focused on equipment finance and leasing, transportation financing and taxi medallion financing. Investment, brokerage, asset management and insurance products and services are offered through the Bank’s sCompanyidiary, Signature Securities Group Corporation, a licensed broker-dealer, investment adviser and member FINRA/SIPC.
Associate Group Director – VP | Private Client Group, San Francisco, CA
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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