Senior Bank Official job description

Job brief

We are seeking a Senior Bank Official who will help to protect all our Retail Markets products, such as commercial and personal deposit accounts, Visa, MasterCard, credit cards, debit cards, mortgages, loans, and lines of credit. You will also ensure to deliver advanced credit solutions that are best suited to the client's objectives by utilizing lending and credit experience.

Responsibilities

• Provide internal customers with information and direction on topics pertaining to the functional area, making sure that the information provided is correct, pertinent, and effectively addresses the need. 
• Follow and abide by all federal, state, and local laws, rules, and regulations, particularly those pertaining to anti-money laundering (Bank Secrecy Act, Patriot Act, Anti-Money Laundering, etc.)
• Work collaboratively with other team members (RMs, loan processors, and client liaisons) to create a sales and workflow environment that is more effective.
• Establishing and maintaining profitable banking connections with high-net-worth clients.
• Updating and maintaining record databases, ensuring records are accurate, comprehensive, and confidential in compliance with information, communication, and document control policies and security protocols.
• For reporting purposes, employ records management and data management systems effectively. Data gathering and analysis, report creation in accordance with organizational and quality standards, and suggestion making are all included in this.
• Provides a variety of transactional services to address information demands and standard needs.
• Escalating problem-solving, giving updates, and making directions clear.
• Receiving help in setting priorities and addressing unusual, delicate, and sensitive situations.
• Using a professional, "can do" approach to effectively communicate with internal customers while assuring.
• Delivering precise and consistent work in a high-volume environment while juggling many competing needs and timelines to guarantee that conflicting work goals are accomplished within predetermined timescales and that issues are escalated to supervisors as needed, the job uses sound judgment.
• Confidently use technology tools and systems to provide effective service in line with departmental policy. Applications include TRIM, MS Office, pertinent finance systems, and other tools suited to the functional area's operations.
• Actively support efforts to enhance current systems and processes by finding inefficiencies and advising the supervisor on how to enhance data management, transactional processes, and service delivery.

Requirements

• BSC/BA in Business Administration, Banking and Finance, Business, and other related fields
• Proven work experience as a Senior Bank Official
• Ability to balance multiple priorities and responsibilities
• Strong familiarity with Microsoft Office word processing and spreadsheet tools (such as Word, Excel, and PowerPoint)
• Outstanding interpersonal abilities
• Excellent verbal and written communication abilities
• Strong personal credibility and the capacity to swiftly build relationships with others
• Confidence when managing somewhat complex financial portfolios and clients
• The capacity to identify requirements that the client has not been able to verbalize or describe