Private Banker II, (Greater Indianapolis Market) Indianapolis, IN

1st Source Bank • Indianapolis, IN

3d

About The Position

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.

Nice To Haves

• Bachelor's Degree preferred.
• Ability to travel to all locations as well as ability to travel overnight, 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.
• Regular and predictable attendance is an essential requirement of the position.
• 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
• Number of Employees: 501-1,000 employees