The Private Banker will play a critical role in growing DLP Bank's presence in the Lehigh Valley by building and deepening relationships with high-net-worth individuals, entrepreneurs, and business owners throughout the market. This individual will provide highly personalized, world-class service while managing clients' banking and lending needs and identifying opportunities to expand relationships and generate new business.
The Private Banker will leverage DLP Bank's existing investor and customer relationships in the Lehigh Valley while developing a strong network of clients, centers of influence, and referral partners. This is an opportunity for a relationship-driven private banker to make a meaningful impact as DLP Bank continues to expand in the market.
What you have already achieved: (Requirements)- 5+ years of financial services experience, with demonstrated experience working directly with high-net-worth individuals, entrepreneurs, and/or business owners.
- 2+ years of experience in private banking, commercial banking, business banking, or a related relationship management role preferred.
- Demonstrated success building and maintaining strong client relationships and generating new deposit, lending, and/or banking opportunities.
- Strong knowledge of banking products, services, and relationship management practices.
- Established relationships within the Lehigh Valley market and/or with relevant centers of influence preferred.
- Strong interpersonal, communication, and relationship-building skills.
- Proven ability to provide highly responsive, personalized service and operate with a strong sense of urgency.
What you are great at: (Responsibilities)- Build and deepen relationships with high-net-worth individuals, entrepreneurs, business owners, and other clients throughout the Lehigh Valley market.
- Develop new business opportunities and generate deposit, lending, and other banking relationships through proactive relationship development, networking, and referrals.
- Serve as a trusted banking partner by understanding clients' financial needs, identifying opportunities to deepen relationships, and connecting clients with appropriate banking and lending solutions.
- Deliver a highly personalized client experience with exceptional responsiveness, service, professionalism, and follow-through.
- Develop and maintain relationships with centers of influence, referral partners, and community stakeholders to support continued business growth.
- Leverage DLP Bank's existing relationships and market presence to identify and cultivate prospective clients and new business opportunities.
- Meet with clients face-to-face whenever possible, or virtually when in-person meetings are not feasible.
- Maintain up-to-date knowledge and expertise in DLP Bank's products and services, as well as relevant banking industry and market trends.
What You're Motivated By: - A fast pace. We've grown exponentially and new team members continue to join our DLP family.
- A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
- A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of "Leaders made here" at DLP, focused on developing and growing leaders.
Benefits and Perks:Health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
