Full-Time Community Banker

Summary Role Overview Provides comprehensive banking services to high-net-worth individuals, managing accounts of varying complexity. Key Responsibilities Develops new client relationships by identifying needs, recommending solutions, and closing deals with high success rates.Cross-sells retail and trust services, including credit cards, personal trusts, investments, and estate planning.Acts as a financial advisor, educating clients on financial strategies aligned with their profiles and needs.Monitors client information, financial plans, and market trends to identify new opportunities and enhance client value.Builds 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 equivalent education and experience. Must be capable of fulfilling all essential duties satisfactorily.