Private Banker

Partners Federal Credit Union•Horizon West, FL

8d•$51,200 - $76,800•Hybrid

About The Position

The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.

Requirements

High School or GED (required)
3 to 5 years in retail banking.
Current FINRA certifications and licenses include SIE, and Series 6.
NMLS Certification – Required
CA Notary – Required
State L&D Insurance License – Required
SIE, Series 6, and Series 63 – required
Ability to use a personal computer and related software applications including Microsoft Outlook.
3+ years of experience building and maintaining relationships with members and colleagues.
Strong knowledge of banking and securities regulations.
Excellent member service, sales, and conflict resolution skills.
Effective communication, organization, and time management abilities.
Adaptability and initiative; able to work independently with minimal supervision.
Strong teamwork and collaboration skills.
High motivation, professionalism, and ethical standards.
Demonstrates discretion when handling confidential financial information.

Nice To Haves

Continued employment is contingent upon obtaining the Series 65 or Series 66 within 6–12 months of hire.

Responsibilities

Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach.
Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey.
Deliver comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach.
Partner closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience.
Manage investments accounts for members based on Investment guidelines.
Act as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.
Maintain professionalism, integrity, and a positive member experience.
Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals.
Identify life events and evolving financial needs to recommend appropriate financial solutions.
Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success.
Promote the credit union’s objectives by cross-selling products and services, contributing to branch growth.
Provide regular updates to the Private Banking Program Manager on performance metrics.
Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
Educate members on digital and online banking solutions to enhance convenience and financial literacy.
Represent Partners at business development events, expos, and seminars.
Acquire new memberships and follow up with targeted outreach.
Sell the Guided Wealth Portfolio (GWP) independently.
Comply with all investment-related activities with regulatory standards and Partners Wealth Management policies.