Private Banker
About The Position
As a Private Banker, you are the main point of contact for a select group of affluent clients, delivering exclusive, high-touch concierge banking services for their personal and business needs. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to grow their balances. With at least five years of proven experience as a successful private banker, you will hit the ground running, seeking referrals and growing your internal and external network. You are well connected in this market, have passion for delivering a positive customer experience, are active in the community and social organizations, communicate with clients on a consultative level and make recommendations as their trusted advisor. You know clients want direct access to their accounts and information 24/7.
Requirements
- At least five years of proven experience as a successful private banker
- Ability to travel for early career training purposes
- Skills in: building relationships, listening, consulting, explaining, analyzing, communicating effectively (written and verbally across a diverse spectrum), maintaining confidentiality, making decisions, thinking critically, solving complex problems, reporting progress, and deescalating situations with team members or customers.
- Ability to: work branch hours – including weekends and some evenings, make successful presentations, research, accept responsibility, prioritize, organize and plan work, achieve goals, assess needs, use available resources and partnerships to solve problems, and work independently and with team members.
Nice To Haves
- College degree
- Bilingual/Multilingual
Responsibilities
- Exceeding client expectations
- Identifying and cross-selling consumer and business products that add value and deepen the banking relationship
- Deposit gathering, mortgage and strategic business lending, and asset management
- Develop and maintain internal and external centers of influence for referrals
- Develop and execute on your sales plan
- Explain the features and benefits of bank products and services
- Prepare summaries and reports for review and consultation
- Operate with a high-level of professionalism and a commitment to results while maintaining a high standard of bank compliance
Benefits
- Medical, dental, vision, STD, LTD, Life insurance, etc.
- 17 days paid time off, 11 paid holidays and bereavement leave
- Education assistance
- Paid parental bonding leave
- Wellness benefits
- Life event coverage
- Service awards
- Financial benefits including 401(k) match, stock purchase plan and more
- Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
- Logo wear discounts
- Free checking account, checks and discounted bank services
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
