Private Banker

Overview

We are currently seeking a Private Banker. This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.

Responsibilities

• Assists clients with their financial situation by gathering information regarding investments, assets
• Aid clients with new products and services
• Open new accounts
• Handle internal and external inquiries and research requests
• Process client transactions including deposits, transfers, and wire transfers
• Engage in daily client contact such as overdraft reports, check and wire verifications, return deposited items, etc.
• Verify Deposit/Credit ratings and supply orders (checks, deposit slips, endorsement stamps, etc.)
• Encourage cross-selling of additional Bank products and services
• Coordinate and participate in Department meetings
• Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
• Support Bank Associates with setup of all additional product and services as required
• Manage account changes and follow-ups
• Participate in client site travel (new accounts, transactions, maintenance)
• Assist with Bank events as needed
• Perform other duties as assigned

Qualifications

• Bachelor or graduate degree in accounting, finance, business, or management
• 3+ years’ experience in branch banking including corporate/business accounts
• Ability to handle escalations, cash management services, wire transfers and deposits
• High level client service skills
• Experience solving customer problems and working with high touch customers
• Professional communication skills
• Experience working with a Windows-based computer environment, working knowledge of Microsoft Office

Compensation

The base pay range for this position is USD $65,000.00/Yr. - USD $180,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.