Banking Advisor II (MLO)
$75,000–$125,000 year
On-site · Cleveland, Ohio, United States
Job Summary
Identify and advise on credit and cash management solutions for high-net-worth clients as part of the Private Banking team. With limited supervision from Senior Banking Advisors, meet with clients to introduce and sell AMG banking products and services; build and maintain relationships with internal/external partners, clients, and COIs. Handle origination, financial analysis, negotiation, and documentation of credit and non-credit banking products; manage the book of business to ensure client satisfaction, retention, and revenue growth. Demonstrate ability to analyze and mitigate credit risk using internal policies and regulations; ensure compliance with banking policies.
Required Qualifications
- Bachelor's degree
- 3+ years of relevant / direct industry experience
- Certifications often desired but not required (no specific certifications mandated)
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