Private Banker II

Busey Bank•Dallas, TX

2d•Onsite

About The Position

The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.

Requirements

Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
Strong oral and written communication skills
Strong sales and client service skills
Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
High Level Retail and Business Banking customers and trends
Ability to make independent decisions
Ability to analyze and interpret numerical data
Ability to perform duties and make decisions under frequent time pressures
Requires knowledge of Microsoft Office.
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.

Nice To Haves

Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.

Responsibilities

Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
Leverage centers of influence and develop new relationships through prospecting and building community networks.
Drive deposit growth and wealth management opportunities.
Support the Bank’s strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
Monitor renewals and maturities as well as gather updated documents from clients.
Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
Collaborate with the Digital Banking team to open new and service existing client accounts.