Full Job Description
The Private Banker is responsible for developing new client relationships and expanding existing relationships with high net worth clients, with a strong focus on business development and healthcare practices. This role serves as a trusted financial partner, connecting clients to tailored banking, lending, deposit, investment, and financial planning solutions while driving profitable growth for the bank.
Key Accountabilities
• Generate new business opportunities through proactive outbound sales efforts, referral networks, and community relationships.
• Build and deepen relationships with high net worth clients by identifying financial needs and delivering tailored banking solutions.
• Grow loan, deposit, fee income, and overall asset volumes through effective client acquisition and relationship management.
• Partner across business lines to deliver a seamless client experience and support retention and growth of client relationships.
• Collaborate with a Private Banking Account Executive to expand and strengthen existing customer relationships.
• Manage and maintain a profitable loan portfolio, including monitoring financial performance, covenant compliance, renewals, and asset quality.
• Provide financial guidance to clients on business conditions, banking trends, and available financial solutions.
• Represent the bank within the community and business organizations to build credibility, enhance visibility, and develop referral sources.
Education & Experience
Required
• Bachelor's degree in Business, Finance, Accounting, or an equivalent combination of education and experience
• 7+ years of sales experience with strong knowledge of banking products
• Strong business development experience
• Advanced credit skills
• Certified Wealth Strategist (CWS) certification required within 2 years of hire
• Ability to meet registration requirements and maintain compliance under applicable lending and regulatory requirements
• Access to reliable transportation and the ability to lawfully drive, if applicable
Preferred
• None specified
Why You'll Love Working Here
This role offers the opportunity to build meaningful client relationships, influence business growth, and work closely with partners across multiple banking disciplines. You'll have the ability to make a direct impact on client success while expanding your expertise in wealth management, lending, and relationship development.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
• Retirement savings including both 401(k) and Pension plans.
• Paid time off to volunteer in your community.
• Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
• Competitive salaries with professional development and advancement opportunities.
• Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
• Personal banking, loan, investment and insurance benefits.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$127,120.00 - $217,920.00 per year
