Private Banker II

About the role

The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management, and loan relationships for high‑net‑worth clients. The Banker engages internal business partners to identify, solicit, and close cross‑selling opportunities while developing and maintaining long‑term business relationships with clients.

Responsibilities

• Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
• Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
• Leverage centers of influence and develop new relationships through prospecting and building community networks.
• Drive deposit growth and wealth management opportunities.
• Support the Bank’s strong Private Banking culture through ongoing client contact, providing extraordinary service and superior product knowledge.
• Monitor renewals and maturities as well as gather updated documents from clients.
• Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
• Collaborate with the Digital Banking team to open new and service existing client accounts.

Requirements

• Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank‑specific continuing education preferred.
• 3‑5 years of banking or management experience required.
• Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act), Private Client Managers must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS). If registration is not active at hire, the manager must obtain active registration immediately; failure to maintain it may result in disciplinary action, up to termination.

Skills

• Demonstrated success building relationships, strategic partners, and developing business with high‑net‑worth clients.
• Strong oral and written communication skills.
• Strong sales and client service skills.
• Wealth Management Services knowledge, including investments, banking and trust concepts, asset allocation, and basic trust and estate procedures.
• Understanding of high‑level retail and business banking customers and trends.
• Ability to make independent decisions, analyze and interpret numerical data, and perform duties under frequent time pressures.
• Proficiency with Microsoft Office.

Pay

Base Pay Range: $105,000 – $140,000. Salary is based on factors such as job duties, required qualifications, relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Benefits

• Competitive Total Rewards package including 401(k) match, profit sharing, and employee stock purchase plan.
• Paid time off.
• Medical, dental, and vision coverage.
• Company‑paid life insurance and long‑term disability.
• Supplemental voluntary life insurance.
• Short‑term and long‑term disability.
• Wellness incentives and employee assistance program.
• Pre‑tax health savings accounts and flexible spending accounts.