Private Banker

Capital City Bank Group, Inc.•Gainesville, FL

About The Position

The Private Banker acquires, develops, and manages relationships with wealthy and high-net-worth clients, providing objective financial planning and comprehensive wealth management advice. The role manages banking and credit solutions and partners with Wealth associates to deliver investment management, trust, and insurance solutions. The Private Banker develops new business and promotes Capital City Wealth services, meets sales and growth goals, and maintains ongoing client relationships and the operational experience for clients. The role also cultivates relationships with professionals such as estate-planning attorneys and CPAs, supports account onboarding, and participates in community activities that enhance the Bank’s position. This position requires driving on behalf of the Bank in compliance with its Motor Vehicle Guidelines. NMLS Registry registration is required under the S.A.F.E. Act. Associates must use discretion with confidential client information and adhere to the Bank’s standards, policies, and procedures.

Requirements

Bachelor’s degree in finance, economics, business, or accounting from an accredited college; relevant experience may substitute for the education requirement.
Three to five years of relevant experience, as generally acquired through college education with an investment discipline emphasis and/or professional certification.
Proven business development experience and service ability.
Ability to work in a fast-paced environment and think clearly under pressure.
Excellent written and verbal communication skills.
Strong organizational skills.
Ability to work as a team player and attention to detail.
Knowledge of Windows technology, including Outlook, Excel, and Word.
Must adhere to the Bank’s Motor Vehicle Guidelines.
NMLS Registry registration is required under the S.A.F.E. Act.

Nice To Haves

Series 7 and 66 licenses are preferred.
Five to ten years of experience as a Private Banker, Wealth Advisor, or Financial Planner, with a background in management, business administration, and Trust services.
CFP® designation.
Series 7 and 66 licenses.

Responsibilities

Serve as the primary relationship manager for banking and credit solutions, partnering with Wealth and Trust associates to provide wealth, trust, and insurance solutions.
Develop and close new business through client and Center of Influence referrals, community involvement, and internal partners.
Meet with prospects and clients to understand their needs through discovery and financial planning.
Stay informed about CCTC and Wealth policies and developments in trust law, taxes, insurance, real estate, and other matters affecting clients or the Bank.
Act as a liaison to other areas supporting client relationship management.
Plan and manage new account onboarding, including documentation and funding supported by account opening.
Educate individuals, families, and business leaders about estate planning, insurance strategies, portfolio management, retirement planning, and cash management.
Explain client reporting and web capabilities to prospective clients.
Assist with new business development and strategic planning projects.
Maintain knowledge of economic and investment environments, trends, and financial and estate planning strategies.
Lead or participate in efforts to improve divisional efficiencies.
Coach and mentor others where applicable, support managers and colleagues, and complete required Bank training on time.
Maintain client relationships, develop additional business, manage clients’ ongoing operational experience, and keep the organization informed about new business accounts in process.
Participate in community activities and meet established sales and growth goals.