Private Banker - (Kalamazoo, MI)

Summary of Role: - Originate and manage private banking portfolio of individuals - - Work with a high net worth clients on deposit and loan Responsibilities: - Consult clients financial needs, and recommend products/solutions - Perform commercial loan services administrative duties as appropriate, such as open accounts, develop loan packages, run credit reports, gather financial info, and work with members throughout the application, underwriting, closing, and servicing process - Open and service accounts within authorized limits such as checking, savings, credit and loan. - NETWORKING (Involvement in community events and applicable organizations to increase credit union's visibility and to enhance new business development opportunities for the credit union) Must: Have 5+ years of Personal Banking background Bachelor's Degree or Equivalent in business related position Proficiency in Microsoft office Treasury Management experience strongly preferred About Aerotek: