Private Banker

About the role

The Private Banker will play a critical role in growing DLP Bank’s presence in the Lehigh Valley by building and deepening relationships with high-net-worth individuals, entrepreneurs, and business owners throughout the market. This individual will provide highly personalized, world-class service while managing clients’ banking and lending needs and identifying opportunities to expand relationships and generate new business.

Responsibilities

• Build and deepen relationships with high-net-worth individuals, entrepreneurs, business owners, and other clients throughout the Lehigh Valley market.
• Develop new business opportunities and generate deposit, lending, and other banking relationships through proactive relationship development, networking, and referrals.
• Serve as a trusted banking partner by understanding clients’ financial needs, identifying opportunities to deepen relationships, and connecting clients with appropriate banking and lending solutions.
• Deliver a highly personalized client experience with exceptional responsiveness, service, professionalism, and follow-through.
• Develop and maintain relationships with centers of influence, referral partners, and community stakeholders to support continued business growth.
• Leverage DLP Bank’s existing relationships and market presence to identify and cultivate prospective clients and new business opportunities.
• Maintain up-to-date knowledge and expertise in DLP Bank’s products and services, as well as relevant banking industry and market trends.
• Meet with clients face-to-face whenever possible, or virtually when in-person meetings are not feasible.

Qualifications

• 5+ years of financial services experience, with demonstrated experience working directly with high-net-worth individuals, entrepreneurs, and/or business owners.
• 2+ years of experience in private banking, commercial banking, business banking, or a related relationship management role preferred.
• Demonstrated success building and maintaining strong client relationships and generating new deposit, lending, and/or banking opportunities.
• Strong knowledge of banking products, services, and relationship management practices.
• Established relationships within the Lehigh Valley market and/or with relevant centers of influence preferred.
• Strong interpersonal, communication, and relationship-building skills.
• Pioneered ability to provide highly responsive, personalized service and operate with a strong sense of urgency.

Skills

• Exceptional interpersonal and communication skills.
• Ability to build and maintain strong client relationships.
• Proactive relationship development and networking skills.
• Knowledge of banking products and services.
• Understanding of banking industry and market trends.

Benefits

• Health/dental/vision/life insurance.
• 401(k) matching.
• Learning/educational incentives.
• Volunteer Time Off.
• Well-being programs.
• Company events.
• Self-improvement/productivity tools.
• The incredible feeling of making a difference.

Pay

Compensation is commensurate with experience.

Schedule

Full-time position.

Equal Opportunity Employer

DLP Bank is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other characteristic protected by applicable law.