Private Banker

Position Summary

The Private Banker is responsible for managing a portfolio of Private and Commercial Banking clients who require financial services and products to meet their needs. This position is accountable for prospecting new business and retaining and deepening existing relationships. Pay is commensurate to experience in banking experience within loan servicing. This position requires full-time hours Monday through Friday.

Essential Position Responsibilities

• Responsible for the generation of profitable portfolio earning assets (loans), liabilities (deposits), and other banking services or line of business referrals at levels that meet the overall objectives of the bank.
• Involved in any training, professional development and performance at all levels within the Bank as seen by management to enhance the individual’s overall performance.
• Provides leadership in establishing overall personal goals that consistent with the stated mission of the bank.
• Works closely with the Bank’s Credit Officers to monitor quality of loan portfolio and to ensure all loans comply with the Bank’s lending policy.
• Participates actively in community and civic duties to create a positive public perception of the Bank and to effectively determine the credit needs of the community.

Critical Success Factors

• Self-Motivated and Team Player
• Responsiveness
• Detail-oriented with proven ability to multi-task
• Strong Ethics
• Well-developed interpersonal and negotiating skills.
• Excellent Written and Oral Communication Skills