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 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

• 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.
• Knowledge of Wealth Management Services including Investments, banking, and trust concepts including asset allocation and basic trust and estate procedures.
• High-level understanding of Retail and Business Banking customers and trends.
• Ability to make independent decisions, analyze and interpret numerical data, and perform duties under frequent time pressures.
• 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”), if discussing mortgage rates, must maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”).
• Requires knowledge of Microsoft Office.

Pay

Salary offered is based on factors including job duties, required qualifications, relevant experience, and local market trends. Base pay range: $105,000 - $140,000. The role may be eligible for bonus or incentives based on company and individual performance.

Benefits

• 401(k) match and profit sharing.
• Employee stock purchase plan.
• Paid time off.
• Medical, dental, and vision insurance.
• Company-paid life insurance and long-term disability.
• Supplemental voluntary life insurance, short-term and long-term disability.
• Wellness incentives and an employee assistance program.
• Pre-tax health savings accounts and flexible spending accounts for eligible associates.