Community Banker

Summary

Provides comprehensive banking services to high-net-worth individuals, managing accounts from basic to moderately complex.

Responsibilities

• Develops new client relationships through targeted outreach, uncovers needs, recommends solutions, and closes deals with high success.
• Cross-sells retail and trust services including credit cards, trusts, and financial planning products.
• Acts as a financial advisor by educating clients on strategies such as investments, insurance, and estate planning, aligning products with client needs.
• Maintains and enhances customer value by monitoring client portfolios, market trends, and financial plans to identify new opportunities.
• Buils and maintains a portfolio of high-value and high-potential clients.
• Performs additional duties as assigned.

Qualifications

• Requires a bachelor’s degree and 6-8 years of experience or an equivalent combination of education and experience.
• Must be capable of performing all essential duties satisfactorily.