Private Banker

CFBank • Columbus, OH

3d • Onsite

About The Position

Unlike traditional retail banks, our boutique banking model emphases relationship-building over transactional retail sales. Your success is measured through growing your own book of business and successfully partnering across the organization to support the growth of CFBank, NOT through widgets. You are more than a number; you are the face of the Bank and a valuable contributor to our success. You’ll focus on establishing strong connections with small businesses, nonprofit organizations, and private banking clients, while delivering highly personalized service, facilitated by direct access to decision-makers and a collaborative culture that encourages partnership across all lines of business. This position provides a distinctive opportunity to participate in an entrepreneurial environment. In this role, you will engage directly with clients, gaining a deep understanding of their needs and delivering customized banking solutions. Achieving success in this role means proactively growing new private banking and small business relationships while also actively participating in collaborative calling efforts and cross-selling activities with line of business partners in Mortgage and Commercial sales.

Requirements

• Representation of our Boutique Banking promise, through a consistently polished, positive, and professional presence.
• Exceptional interpersonal and communication skills, with the ability to build strong internal and external relationships that are accretive to our culture.
• Demonstrated success in product expertise and cross-selling, with a proven ability to recommend tailored solutions that drive business results through new business development.
• Strong digital proficiency, including the ability to quickly learn and adapt to a variety of banking software platforms and technology tools.
• Superior organizational skills, with a demonstrated ability to effectively manage multiple priorities and adapt in a fast-paced environment.

Responsibilities

• Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling.
• Serve as a strategic connector across business lines to deliver seamless cross-sell opportunities and deliver a Boutique client experience for both new and existing customers.
• Champion outstanding customer service by managing the client journey end-to-end, collaborating with internal teams to ensure timely and effective solutions to client needs.
• Act as a trusted advisor for both colleagues and clients, leveraging deep expertise in banking best practices, CFBank’s suite of solutions, and up-to-date compliance standards.
• Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions (IRAs, HSAs), utilizing digital tools and adhering to operational and compliance protocols.
• Support a culture of compliance and operational excellence by participating in audits, risk assessments, and continuous improvement initiatives.
• Uphold the highest standards for data privacy and security, strictly following internal protocols to safeguard client information at all times.

Benefits

• Dependent coverage
• Generous PTO
• Federal Holidays
• Paid Parental Leave for those who qualify for eligibility
• Accelerated 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
• Employee Banking Products and Services
• Direct Deposit of payroll to CFBank Account
• Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed