PCG - Private Banker

SB Financial Group Inc.•Findlay, OH

About The Position

Join a high‑performing, expanding $1.5B community bank with $3.2B in total assets under our care, where people, purpose, and opportunity come together to drive meaningful impact. At State Bank, we are building a culture grounded in collaboration, innovation, and integrity, while continuing to invest in our people and the communities we serve. We value individuals who take initiative, think strategically, and are committed to both personal and organizational growth. Our approach recognizes contributions and effort, supports professional development, and provides meaningful financial rewards, including the opportunity to earn up to 30% of your annual wage in quarterly incentives. In addition, we offer opportunities to grow your career within a strong, stable, and expanding organization. If you feel you have what it takes to become part of a high‑performing team of professionals and deliver regional growth goals in a competitive landscape and enjoy strong financial recognition for your leadership and work this opportunity just might be for you.

Requirements

Proficient reading, writing, grammar, and mathematical skills
Excellent written and verbal communication skills
Strong customer service and consultative sales skills
Proficient computer skills, including CRM and related software applications
Strong attention to detail and organizational skills
Valid driver’s license and ability to travel within the Bank’s market
Bachelor’s degree (B.S. or B.A.) in Business Management, Finance, or a related field normally required
Minimum of three (3) years of banking experience in a Financial Services Advisor, Retail Lending, Relationship Manager, Business Development Officer, or similar role normally required

Nice To Haves

Demonstrated knowledge of Bank operating policies and procedures impacting consumer and commercial services
Thorough knowledge of the features and benefits of all Bank products and services
Proficient lending and basic credit analysis skills
Specialized banking, wealth management, or private banking education and training preferred

Responsibilities

Develops and manages a select portfolio of affluent, high‑net‑worth, COI, and professional banking relationships by performing the following:
Jointly establishes annual quantitative and qualitative sales and customer service objectives with the assigned supervisor and/or Director of Private Client Group; monitors progress monthly in alignment with the Business Line’s budgeting and sales plan.
Solicits new business from existing and prospective clients and maintains ongoing relationships through a proactive, disciplined approach to drive growth and meet client needs.
Provides timely sales, activity, and client contact information to support performance measurement and reporting.
Monitors individual performance against established goals; reviews results monthly with management and develops strategies to capitalize on market opportunities.
Maintains a thorough knowledge of Bank products and services to accurately assess client needs and recommend appropriate solutions.
Collects and analyzes financial, credit, and related information; provides direct service to PCG prospects and clients related to deposits, loans, and other banking services; negotiates loan structures and covenants within authority; meets or exceeds referral goals at target levels.
Communicates loan requests and key information to the appropriate underwriting teams.
Serves as the primary point of contact for clients, coordinating specialized services with Business Line partners as needed and resolving service issues efficiently.
Identifies additional business opportunities and actively refers clients to appropriate internal partners.
Commits to full utilization of the Bank’s Client Relationship Model to improve client service, efficiency, and effectiveness.
Complies with all Bank policies, procedures, and regulatory requirements, including CRA, BSA, ECOA, and other applicable laws and regulations.
Coordinates tasks with coworkers across departments to ensure efficient processes and proper segregation of duties.
Reports pertinent information to management as requested or according to established schedules.
Communicates effectively with management and staff to integrate goals and activities.
Responds to internal and external inquiries within established timeframes and policy guidelines.