Private Banker

Capital City Bank Careers•Gainesville, FL

4d•Onsite

About The Position

The Private Banker acquires, develops, and manages relationships with wealthy and high-net-worth clients in Capital City Wealth’s Florida and Georgia markets. The role provides objective financial planning and comprehensive wealth management advice, manages clients’ banking and credit solutions, and partners with Wealth and Trust associates to deliver investment management, trust, and insurance solutions. The Private Banker develops new business, promotes Capital City Wealth services, and works to meet established sales and growth goals. The position maintains relationships with clients and professionals, including attorneys and CPAs in the estate-planning community. It oversees the ongoing client experience and new-account onboarding, keeps the organization informed about accounts in process, and participates in community activities. The role requires driving on behalf of the Bank in accordance with its Motor Vehicle Guidelines, registration in the NMLS Registry under the S.A.F.E. Act, and discretion in handling confidential client information. This is a full-time position, Monday through Friday, listed as 40 hours. The working conditions include a professional/corporate office environment, frequent travel, after-hours events, and generally more than 40 hours per week. Driving is required as needed. In certain disruptive circumstances, associates may need to relocate or telecommute to support business continuity.

Requirements

Bachelor’s degree in finance, economics, business, or accounting from an accredited college; relevant experience may substitute for the education requirement.
Proven business-development experience and service ability.
Ability to work in a fast-paced environment and think clearly under pressure.
Excellent written and verbal communication skills.
Strong organizational skills.
Team-player orientation and attention to detail.
Knowledge of Windows technology, including Outlook, Excel, and Word.
Adherence to the Bank’s Motor Vehicle Guidelines.
NMLS Registry registration is required under the S.A.F.E. Act.
The posting states that the KSAs are usually acquired through college education emphasizing an investment discipline and/or professional certification, plus three to five years of relevant experience.

Nice To Haves

Five to ten years as a Private Banker, Wealth Advisor, or Financial Planner, with a background in management, business administration, and Trust services.
CFP® designation.
Series 7 and Series 66 licenses; these are listed as preferred or a plus.

Responsibilities

Serve as a primary relationship manager for banking and credit solutions, partnering with Wealth and Trust associates to provide comprehensive wealth, trust, and insurance solutions.
Develop and close new business through referrals from clients and Centers of Influence, personal community involvement, and internal partners.
Meet with prospective and existing clients to understand their needs through discovery and financial planning.
Meet established sales and growth goals and promote Capital City Wealth services.
Maintain ongoing client relationships, develop additional business, and manage clients’ ongoing operational experience.
Cultivate relationships with professionals, including attorneys and CPAs in the estate-planning community.
Keep informed about changes in CCTC and Wealth policies and developments in trust law, taxes, insurance, real estate, and other matters that may affect clients or the Bank.
Serve as a key liaison to other areas supporting relationship management.
Plan and manage new-account onboarding, including documentation and funding supported by account opening.
Educate individuals, families, and business leaders on financial planning topics, including estate plans, insurance strategies, portfolio management, retirement planning, and cash management.
Explain client reporting and web capabilities to prospective clients.
Keep the organization informed about the status of new-business accounts in process.
Assist with projects related to new-business development and strategic planning.
Participate in community activities to enhance Capital City Bank’s position.
Maintain knowledge of economic and investment environments, trends, and financial and estate-planning strategies.
Lead or participate in divisional efforts to improve efficiencies.
Serve as a coach and mentor where applicable, and provide support to the manager and department colleagues.
Complete assigned and required Bank training within established timelines.
Adhere to the Bank’s Motor Vehicle Guidelines, Banker Standards, policies, and procedures, and practice SGNNT (smile, greet, name, name, thank you).