Private Banker
About The Position
F&M Trust is seeking an experienced banking professional to join its expanding Private Banking program in the Greater Lancaster County market. This role focuses on acquiring, growing, and deepening relationships with high-net-worth individuals, professionals, business owners, and their families. The Private Banker will act as a trusted advisor, connecting clients with a range of financial solutions including banking, lending, wealth management, mortgage, and treasury services, while ensuring a high-touch, personalized client experience. This position offers a significant opportunity to contribute to the growth of F&M Trust's Private Banking presence in a dynamic market.
Requirements
- At least three years of banking, private banking, commercial banking, wealth management, or related financial services experience.
- Proven sales and business development success, including the ability to self-generate leads and build new relationships in a developing market.
- Strong relationship-building and networking skills.
- Established connections within the Lancaster County community.
- Ability to work independently, make sound business decisions, and manage complex client relationships.
- Commitment to community involvement and professional engagement.
- High level of integrity, professionalism, and client focus.
Nice To Haves
- Experience in multiple areas of banking, such as retail banking, commercial banking, lending, wealth management, or treasury services.
- Knowledge of lending, wealth management, and financial planning services.
- Banking industry education.
- Existing relationships with affluent clients, business owners, professionals, and community leaders.
- Leadership roles within nonprofit, civic, or community organizations.
Responsibilities
- Develop and manage relationships with high-net-worth clients and centers of influence.
- Generate new business through networking, referrals, community involvement, and proactive business development efforts.
- Deliver customized deposit, lending, and financial solutions based on each client's needs.
- Partner with Wealth Management, Commercial Banking, Treasury Management, Mortgage, and Retail Banking professionals to provide comprehensive solutions.
- Build credibility and visibility within the Lancaster County community.
- Meet production goals related to deposits, wealth referrals, lending, credit cards, mortgage referrals and relationship growth.
- Maintain a high-touch service model that delivers exceptional client experience.
Benefits
- Medical, dental, and vision insurance
- Uncapped incentive opportunity
- Paid time off and paid bank holidays
- 401(k) with company match
- Paid life insurance, short-term disability, and long-term disability
- Ongoing training and professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
