Private Banker
Relationship Management & Business Development
Business development focus as an individual producer originating, managing, and growing portfolios of affluent members, including commercial and personal loans, deposits, and investments.
Presents the Private Bank Relationship Program to targeted groups in the community.
Active leadership in community organizations and activities to promote brand awareness of GTE and Private Bank Relationship services.
Leverage other credit union resources to support the development of our Private Bank Relationship Program.
Service Quality
Provide the highest quality of service to all members; promptly address member concerns and/or escalate to leadership when appropriate.
Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate, using the online tracking and CRM systems.
Actively participate in programs and procedures that drive deposit, loan, and investment growth.
Experience
Experience required with building and deepening relationships with customers, providing expert guidance and financial advice using a goals-based, relationship-driven approach.
Excellent communication skills, both written and oral.
Strong analytical and quantitative skills.
Ability to adapt to a rapidly changing business and technology environment.
Operations
Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint, and proprietary software and databases.
Advanced knowledge of deposit, loan, and investment products.
Exhibit strong ethical standards, ensuring the integrity of GTE Financial’s member relationships.
Qualifications
Bachelor's Degree in Business, Finance, or related field required.
Minimum two years of experience in Private Banking or Wealth Management (or equivalent relationship management role).
Minimum 3 years of experience in a fast-paced, high-volume financial service and sales environment with proven success in portfolio growth and client retention.
Position Details
Location: Downtown Tampa – GTE Headquarters
Department Hours: Monday– Friday - 9:00 am to 6:00 pm
Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.
The position is defined as hybrid in nature, (in-office, or remote) and may be changed at any time by management with appropriate notice, if possible.
Required for Remote/Hybrid Work: A quiet workplace so you can focus on delivering excellent service to our members.
Candidates must provide and meet all technical requirements prior to the first day of training.
Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.