Private Banker

About the role

This client-facing production role is designed for experienced professionals who excel in managing relationships with clients and referral sources. The Private Banker will address diverse client needs, including trust and estate planning, loans, and treasury management. The position demands a high level of social acumen and the ability to deliver exceptional service in a competitive, fast-paced environment. Successful candidates will demonstrate their value proposition while building and nurturing a robust client base, with opportunities for growth within emerging markets and team leadership.

Responsibilities

• Develop new client relationships and enhance existing ones through proactive outreach
• Maintain ongoing communication with clients to address their financial needs
• Collaborate with referral sources, including CPAs and attorneys, to generate new business
• Track client data and manage pipelines using Salesforce
• Follow up on leads generated from acquisitions and identify new business opportunities

Requirements

• 7+ years of experience in two banks or fewer, unless demonstrating strategic growth
• Proven track record of generating $15 million in new loans, deposits, and assets under management
• Conversational understanding of credit, without underwriting responsibilities
• Minimum of a Bachelor's degree
• Experience with Salesforce or similar software and proficiency in Excel
• Experience in high-end banking, preferably in private wealth
• Strong social skills and effective communication ability
• Series 6 or Series 7 certification is preferred

Benefits

• Medical coverage with varying options by state
• 401k plan with a 3% employer match
• Four weeks of paid time off, with an option to purchase an additional week
• All standard banking holidays plus a float day if holidays fall on a weekend
• One wellness day and separate sick time based on state regulations

Pay

Salary range: $160,000–$210,000 per year, depending on experience.