Private Banker

Responsibilities

• Develop new client relationships and enhance existing ones through proactive outreach
• Engage with referral sources, including CPAs and attorneys, to expand business opportunities
• Track and manage client data using Salesforce to ensure effective follow-up and relationship management
• Respond promptly to client needs and inquiries, facilitating timely solutions
• Conduct business development activities to identify and pursue new opportunities

Requirements

• 7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
• Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
• Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
• Minimum Bachelor's degree
• Proficiency in Salesforce or similar software, along with strong Excel skills
• Experience in high-end banking, preferably in private wealth
• Series 6 or Series 7 certification is preferred

Benefits

• Medical benefits with eligibility details provided by HR
• 401k plan with a 3% employer match
• Generous paid time off policy, including four weeks of PTO and potential for a fifth week
• All standard banking holidays plus a float day

Pay

$160,000 - $210,000+ / Year DOE

Schedule

Not specified