Private Banker

GTE Financial•Tampa, FL

3d•Hybrid

About The Position

The Private Banker is responsible for originating and managing a portfolio of commercial and private loans, deposits, and investments. The overall objective is to maintain and increase its asset quality, and to develop new and existing select credit union relationships to obtain their primary financial relationship. The Private Banker role at GTE is specifically designed to partner with our affluent members one-on-one with the primary focus to enhance our members’ financial lives and solidify long-term relationships with the Credit Union.

Requirements

Bachelor's Degree in Business, Finance, or related field required.
Minimum two years of experience in Private Banking or Wealth Management (or equivalent relationship management role).
Minimum 3 years of experience in a fast-paced, high-volume financial service and sales environment with proven success in portfolio growth and client retention.
Excellent communication skills, both written and oral.
Strong analytical and quantitative skills.
Ability to adapt to a rapidly changing business and technology environment.
Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint, and proprietary software and databases.
Advanced knowledge of deposit, loan, and investment products.
Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Nice To Haves

Bilingual preferred (English/Spanish).

Responsibilities

Business development focus as an individual producer originating, managing, and growing portfolios of affluent members, including commercial and personal loans, deposits, and investments.
Presents the Private Bank Relationship Program to targeted groups in the community.
Active leadership in community organizations and activities to promote brand awareness of GTE and Private Bank Relationship services.
Demonstrates expert ability and knowledge in leading and participating in client relationship building in collaboration with the Investment Services and Member Business Services teams.
Leverage other credit union resources to support the development of our Private Bank Relationship Program.
Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate
Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate, using the online tracking and CRM systems.
Actively participate in programs and procedures that drive deposit, loan, and investment growth.
Exhibit strong ethical standards, ensuring the integrity of GTE Financial’s member relationships.