Private Banker

CFBank • Indianapolis, IN

7d • Onsite

About The Position

The Private Banker combines traditional transactional banking responsibilities with sales leadership and mentoring of client service staff. The role leads initiatives assigned by Management and serves as a front-line point of contact for existing and prospective customers, with a strong focus on interpersonal skills and customer service. The position develops business through inside and outside sales, supports cross-selling across lines of business, and provides knowledgeable guidance on banking fundamentals, CFBank products and services, and compliance requirements.

The role performs customer transactions, supports branch compliance and audits, follows security and confidentiality procedures, and adheres to applicable regulations, policies, and record-keeping requirements. The position is based at the Indy Branch in Indianapolis, Indiana, and is full-time.

Requirements

• High school diploma or GED.
• Some banking or finance experience or education is preferred.
• Strong prior experience in product knowledge and cross-selling performance is expected.
• Willingness to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS) in compliance with S.A.F.E. Act requirements.
• Ability to acquire and maintain proficiency in bank policies and procedures and adhere to applicable laws, rules, and regulations.
• Proficient computer skills and ability to learn banking software programs.
• Ability to generate new financial relationships through outbound calling, internal business development, and building a loyal customer base.
• Ability to interact effectively, build positive customer relationships, and communicate concepts, ideas, and product information clearly verbally and in writing.
• Excellent organizational skills, ability to multitask, and flexibility.

Responsibilities

• Develop business and generate meaningful growth through inside and outside sales.
• Act as a liaison between lines of business to cross-sell and provide products and relationship servicing to new and existing clients.
• Provide excellent customer service throughout client relationships and coordinate with other departments to resolve issues.
• Serve as a knowledgeable resource for staff and customers on banking fundamentals, CFBank services and products, and compliance requirements.
• Conduct customer transactions, including check cashing, deposits, withdrawals, IRA and HSA transactions, loan payments, opening and closing deposit accounts, ATM balancing, safe deposit box access, and other deposit account transactions.
• Help ensure branch compliance and assist with internal and external audits as needed.
• Comply with internal security policies and procedures and maintain customer confidentiality.
• Adhere to applicable regulations, policies, and record-keeping requirements.
• Mentor client service staff and lead initiatives assigned by Management.

Benefits

• Dependent coverage
• Generous paid time off
• Federal holidays
• Paid parental leave for eligible employees
• Professional development and educational/training opportunities
• Accelerated 401(k) plan with a 50% match on the first 8% deferred, available after the first full month of employment, with three-year vesting
• Employee banking promotions and payroll direct deposit to a CFBank account
• Employee Assistance Program with resources including estate planning and mental wellness

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED