Full-Time Community Banker

About the role

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

Responsibilities

• Develops new client relationships by targeting potential prospects, identifying their needs, and recommending suitable products and services.
• Executes sales strategies, structures deals, and closes high-value transactions.
• 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 such as planning, investments, insurance, and credit, aligning solutions with client profiles and financial goals.
• Monitors client accounts, financial plans, and market trends to identify additional needs and opportunities for value-added services.
• 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 relevant experience or equivalent education and background, with the ability to perform all essential duties effectively.