Private Banker I, Lafayette, IN

Position Summary

Provides full-service banking to individuals, with emphasis on financial counseling, lending, and customer service.

Essential Requirements

• Mets the credit needs of individuals seeking secured or unsecured loans.
• Provides deposit related services to customers.
• Cross sells retail and trust services.
• Calls on potential and existing customers to develop new business by promoting company services and products.
• Must have valid driver’s license.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Non-essential Functions

Performs all other duties as assigned.

Experience/Skills

• Three (3) – five (5) years lending experience, preferably with one (1) or more years in business lending.
• Knowledge of trust products and services.
• Strong sales and proactive calling skills.
• Strong relationship management skills.
• Strong interpersonal skills to network with bankers in developing new business opportunities.
• Good PC skills—proficiency in Microsoft Word and Excel essential.
• Hightly motivated.
• Professional demeanor.
• Ability to handle multiple tasks in a fast-paced environment.
• Good written and verbal communication skills.

Education

Bachelor’s Degree preferred.

Travel Requirements

Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.

Physical Demands

• Sit, stand and walk.
• Use hands and fingers to operate keyboard and other office equipment.
• Reach with hands and arms.
• Talk or hear.
• Sometimes stoop or kneel.
• Lift and/or move up to 10 pounds.

EQUIPMENT

• MS Office PC
• Fax
• Phone
• Standard office equipment.