Private Banker II, Northwest Indiana

1st Source Bank • Crown Point, IN

7d • Onsite

About The Position

Help drive the growth of our Northwest Indiana Private Banking Team. Build lasting relationships with high-net-worth clients, deliver tailored banking and lending solutions, and help expand our presence in a growing market. In this role, you'll use your relationship-building and financial expertise to attract, serve, and grow a portfolio of clients while uncovering opportunities to help them achieve their financial goals. Partner across the organization to provide exceptional solutions, generate new business opportunities, and make a visible impact on the continued growth and success of the team. This is an opportunity to help shape the future of our Lake County market, grow your career, and contribute to a team with strong momentum and significant expansion opportunities.

POSITION SUMMARY
Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.

Requirements

• Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending.
• Strong relationship management skills.
• Strong sales and proactive calling skills.
• Great verbal and written communication skills.
• Strong PC skills--proficiency in Microsoft Word and Excel essential.
• Highly motivated.
• Professional demeanor.
• Ability to handle multiple tasks in a fast-paced environment.
• Strong interpersonal skills to network with bankers in developing new business opportunities.
• Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.

Responsibilities

• Establishes relationships to provide for their financial needs.
• Ensures quality customer service on assigned accounts.
• Analyzes credit and financial information of customers as a basis for recommending other financial services.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.
• Performs all other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree