Private Banker
About the role
The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high-pressure sales culture at large banks, our Private Bankers develop deep, long-term financial relationships with Disney Cast Members and families in a service-first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production-heavy retail bank, this is a unique and highly fulfilling career path.
Responsibilities
- Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach.
- Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey.
- Provide tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals.
- Identify life events and evolving financial needs to recommend appropriate financial solutions.
- Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
- Act as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.
- Represent Partners at business development events, expos, and seminars.
- Acquire new memberships and follow up with targeted outreach.
- Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
- Educate members on digital and online banking solutions to enhance convenience and financial literacy.
- Manage investments accounts for members based on Investment guidelines.
Requirements
Education Level: High School or GED (required)
Years of Relevant Work Experience: 3 to 5 years in retail banking.
Current FINRA certifications and licenses include SIE, and Series 6.
NMLS Certification – Required
CA Notary – Required
State L&D Insurance License – Required
SIE, Series 6, and Series 63 – required
Qualifications
Ability to use a personal computer and related software applications including Microsoft Outlook.
Ability to hear average or normal conversations and receive ordinary information.
Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Skills
- Ability to use a personal computer and related software applications including Microsoft Outlook.
- Ability to hear average or normal conversations and receive ordinary information.
- Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
- Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally.
Benefits
To learn more about our benefits visit: https://jobs.disneycareers.com/benefits.
Pay
The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors.
Schedule
Shift work, including weekends and home visits, consists of hours outside of an 8 - 5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member.