Full-Time Community Banker

About the role

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

Responsibilities

• Develops new client relationships through targeted outreach, identifies client needs, recommends solutions, and closes deals with a high success rate.
• Cross-sells retail and trust services, including credit cards, personal 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.
• Monitors client portfolios, financial plans, and market trends to identify new opportunities for value addition.
• Builds and maintains a high-value client portfolio, focusing on high-potential prospects.
• Performs additional duties as assigned.

Qualifications

Requires a bachelor’s degree and 6-8 years of relevant experience or equivalent education and experience. Must demonstrate the ability to perform all essential duties effectively.