Private Banker

German American Bancorp

$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of proven experience as a successful private banker
  • Strong relationship-building skills with affluent clients
  • Ability to communicate effectively across diverse groups
  • Proficient in deposit gathering, mortgage, business lending, and asset management
  • Experience developing internal and external networks for referrals

Responsibilities

  • Exceed client expectations through tailored banking services
  • Identify and cross-sell valuable consumer and business products
  • Develop and maintain networks to generate referrals
  • Prepare analytical summaries and reports for client consultation
  • Uphold high standards of professionalism and compliance

Benefits

  • Flexible working locations in listed cities
  • Comprehensive medical, dental, and vision insurance
  • Generous paid time off and holiday schedule
  • Education assistance and wellness benefits
  • 401(k) matching and stock purchase plan offerings
Full Job Description
Job Title: Private Banker

Summary:

As a Private Banker, you are the main point of contact for a select group of affluent clients, delivering exclusive, high-touch concierge banking services for their personal and business needs. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to grow their balances. With at least five years of proven experience as a successful private banker, you will hit the ground running, seeking referrals and growing your internal and external network. You are well connected in this market, have passion for delivering a positive customer experience, are active in the community and social organizations, communicate with clients on a consultative level and make recommendations as their trusted advisor. You know clients want direct access to their accounts and information 24/7.

What You'll Do:

A Day in the Life - Your focus will be on exceeding client expectations, identifying and cross-selling consumer and business products that add value and deepen the banking relationship. You have expertise in deposit gathering, mortgage and strategic business lending, and asset management. You will develop and maintain internal and external centers of influence for referrals and develop and execute on your sales plan. Because you are a trusted advisor to your clients, you know and can explain the features and benefits of bank products and services. Your clients look to you for analysis of their situation - you prepare summaries and reports for review and consultation. You operate with a high-level of professionalism and a commitment to results while maintaining a high standard of bank compliance

What it Takes:
  • Ability to travel for early career training purposes
  • Skills in: building relationships, listening, consulting, explaining, analyzing, communicating effectively (written and verbally across a diverse spectrum), maintaining confidentiality, making decisions, thinking critically, solving complex problems, reporting progress, and deescalating situations with team members or customers.
  • Ability to: work branch hours - including weekends and some evenings, make successful presentations, research, accept responsibility, prioritize, organize and plan work, achieve goals, assess needs, use available resources and partnerships to solve problems, and work independently and with team members.

Bonus Points:
  • College degree
  • Bilingual/Multilingual

What we can offer you:
  • Flexible working location: list cities
  • Medical, dental, vision, STD, LTD, Life insurance, etc.
  • 17 days paid time off, 11 paid holidays and bereavement leave
  • Education assistance
  • Paid parental bonding leave
  • Wellness benefits
  • Life event coverage
  • Service awards
  • Financial benefits including 401(k) match, stock purchase plan and more
  • Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
  • Logo wear discounts
  • Free checking account, checks and discounted bank services


This position will be located at:

21 SE 3rd Street
Evansville, Indiana, 47708
United States

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