Private Banker I - Remote

Overview

The Private Banker builds and maintains relationships with high net-worth individuals, their families and their businesses, seeking to implement comprehensive solutions to meet client needs.

In Short

• Build and maintain relationships with high net-worth clients.
• Provide exceptional client experience through advised solutions.
• Drive deposit growth and wealth management opportunities.
• Collaborate with internal business partners for cross-selling.
• Resolve customer complaints and ensure satisfaction.
• Engage with the Digital Relationship Banking team.
• Analyze and interpret numerical data.
• Make independent decisions under pressure.
• Maintain current registration with NMLS if discussing mortgage rates.
• Utilize Microsoft Office for daily tasks.

Requirements

• Bachelor’s degree preferred; High School diploma required.
• Two or more years of banking or management experience preferred.
• Strong oral and written communication skills.
• Knowledge of wealth management services.
• Experience in client acquisition and relationship management.
• Ability to work under frequent time pressures.
• Strong sales and client service skills.
• Knowledge of banking trends and retail clients.
• Ability to analyze numerical data.
• Demonstrated success in cross-selling products.

Benefits

• Competitive salary based on qualifications and experience.
• Eligible for bonus or incentives based on performance.
• 401(k) match and profit sharing.
• Employee stock purchase plan.
• Paid time off and medical benefits.
• Company-paid life insurance and long-term disability.
• Wellness incentives and employee assistance program.
• Pre-tax health savings accounts and flexible spending accounts.
• Diverse and inclusive workplace.
• Opportunities for career growth and progression.