Position SummaryThe Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.
Duties & Responsibilities- Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
- Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
- Leverage centers of influence and develop new relationships through prospecting and building community networks.
- Drive deposit growth and wealth management opportunities.
- Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
- Monitor renewals and maturities as well as gather updated documents from clients.
- Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
- Collaborate with the Digital Banking team to open new and service existing client accounts.
Education & ExperienceKnowledge of:- Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
- Strong oral and written communication skills
- Strong sales and client service skills
- Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
- High Level Retail and Business Banking customers and trends
Ability to:- Make independent decisions
- Analyze and interpret numerical data
- Perform duties and make decisions under frequent time pressures
Education and Training:- Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
- 3-5 years of banking or management experience required
- Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
- Requires knowledge of Microsoft Office.
Compensation and BenefitsSalary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $105,000 - $140,000)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
