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North Shore Bank of Commerce
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North Shore Bank is a locally-owned and managed, independent, community bank that has been operating in the Duluth area for over 100 years! North Shore Bank is seeking a Private Banking Executive to join our Private Banking Division! This individual will retain and cultivate relationships with qualified individuals by providing service in the form of Loans, Deposits and Financial Planning. We offer competitive pay, a full benefits package and a fun team oriented environment. This position is located onsite in Duluth, MN. North Shore Bank is an Equal Opportunity Employer.

Responsibilities:

  • Meet with potential Private Banking clients
  • Create and maintain a portfolio of clients with deposit, loan and financial planning relationships
  • Underwrite personal and commercial loans
  • Meet periodically with existing customers to review and expand existing relationship
  • Develop professional contacts by participation in community networking
  • Develop skillsets in financial planning, retirement planning and investment management
  • Function as a liaison to a variety of specialists such as commercial lenders, mortgage originators, insurance agents, trust administrators and retirement administrators
  • Assist the department manager with all aspects of Private Banking
  • Daily oversight of Private Banking staff and department operations

Qualifications:

  • Bachelor’s degree and five or more years of similar or related experience. Experience will be considered in lieu of degree.
  • Experience in consumer and mortgage lending. Commercial lending experience preferred
  • Experience in financial planning or advising a plus
  • Excellent customer service, communication and relationship building skills
  • Strong attention to detail, organizational skills and ability to multitask
  • Supports collaborative team environment

Benefits:

  • Medical, Vision and Dental, Life, Disability, Flexible Spending, HSA, EAP
  • 401(k) with Employer Match and Profit Sharing
  • Paid Time Off, Flex Time & Paid Holidays
  • Fun and friendly family-owned work environment