Private Banker

About the role

The Role - Your Next Career Move:

You’ll draw on your strengths in building relationships, understanding client needs, and delivering outstanding service. This role is less about traditional banking and more about using your ability to connect with people, advocate on their behalf, and provide personalized solutions that help them achieve their financial goals.

Core Responsibilities

• Client Engagement & Growth
• Manage live leads and utilize data mining to identify tailored financial opportunities.
• Drive outbound sales and provide valuable financial education to clients.
• Act as the welcoming face and voice of Physician Bank, ensuring a seamless, premium customer experience across phone, text, video messaging, and email.
• Accounts & Digital Management
• Guide clients through digital banking setups, password security, and account linking.
• Handle high-level account maintenance, including external transfer limits, P2P setup, wire transfers, and "move money" transactions.
• Manage complex account changes, travel notices, Reg E disputes, and tax form retrievals.
• Comprehensive Loan Support
• Serve as the primary point of contact for personal consumer loans.
• Carefully coordinate seamlessly with mortgage lenders to assist with service inquiries, escrow, insurance, and tax forms for both retained and sold mortgages.

Secondary Responsibilities

• Maintains the highest standards for confidentiality and security.
• Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
• Responsible for security as it applies to this position.
• Performs other duties as assigned.

Bank Standards

• Mission: Help people succeed financially.
• Ethics: Always do the right thing.
• Solutions: Bring innovative solutions to challenges.
• Ownership: Take accountability and learn from our mistakes.
• Positivity: Bring energy and enthusiasm to everything we do.

Disclaimer

This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law.

We are an Equal Opportunity Employer

and value diversity at all levels of the organization.