Private Banking Relationship Manager
Job Type: Full Time
Location: Malvern, PA
Department: Private Banking
Position Summary:
Develops and manages Private Banking relationships across the Meridian Bank footprint, with responsibility for deposit and loan growth, portfolio management, high-touch client service, and qualified referrals to Meridian Wealth Partners and other Bank partners.
Qualifications Required:
- Bachelor’s degree in finance, business, or a related field, or an equivalent combination of education and relevant experience
- Relevant relationship-management and lending experience in private banking, commercial banking, or a comparable financial-services environment; required depth of experience will vary by assigned level
- Credit training or demonstrated experience with consumer and commercial credit
- Demonstrated ability to develop relationships and generate deposit, loan, and referral opportunities
- Ability to work effectively across business lines and coordinate client solutions
- Proficiency with Microsoft 365 and ability to learn the Bank’s relationship-management, lending, and core systems
- Strong attention to detail, organization, and ability to manage multiple priorities
Essential functions and responsibilities:
- Ability to travel within the assigned market; a valid driver’s license is required when driving is an essential job duty
- Develops and executes a relationship plan to achieve established deposit, loan, fee, and referral goals while maintaining appropriate credit quality, pricing discipline, and risk standards.
- Builds a sustainable prospect and referral network through client outreach, centers of influence, coordinated calling efforts, and selected industry and community activities.
- Maintains knowledge of relevant Bank products and services and engages appropriate partners based on identified client needs.
- Manages an assigned portfolio, deepens relationships, monitors client needs and risk indicators, and delivers responsive, high-touch service.
- Assesses prospect and client financial objectives and recommends suitable deposit, credit, treasury-management, wealth, and other Bank solutions. Clearly communicates relevant benefits, costs, terms, and requirements.
- Coordinates timely resolution of client service issues and escalates matters when appropriate.
- Represents the Bank at selected community, professional, sponsorship, and networking activities that support the assigned market and relationship strategy.
- Demonstrates Meridian Bank’s Core Values in client and colleague interactions.
- Complies with applicable laws, regulations, and Bank policies and procedures, including fair lending, BSA/AML, customer identification, privacy, CRA, information security, credit administration, and safety and soundness requirements. Identifies and promptly escalates potential compliance, conduct, operational, or credit concerns.
- Other duties as assigned.
Success factors/job competencies:
- Clear and effective verbal and written communication
- Sound judgment, problem-solving, financial-analysis, and credit-assessment skills
- Ability to influence outcomes and coordinate effectively without relying on formal authority
- Professional presence and credibility with clients, prospects, centers of influence, and internal partners
- Timely communication of opportunities, commitments, risks, and matters requiring management attention
- Receptiveness to feedback and commitment to continued development
- Strong planning, organization, and time-management skills
- Relationship-management skills and ability to work effectively with clients, senior leaders, and business partners
Physical demands, work environment, and location:
- Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
- Work environment: Work is generally performed in professional offices, client, and community settings. Environmental conditions may vary by location.
- Location: Various Meridian Bank locations assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc
Equal Opportunity Statement
- Meridian Bank supports a diverse workforce and is an Equal Opportunity Employer
Performance standards:
- Annual review
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