Private Client Banker - Metro Southwest - Lakewood, CO
Core
Main point of contact for affluent clients and branch customers, managing complete banking relationships and generating growth through an advice-based approach.
Role type
Private Client Banker (Branch Banking)
Builds
Client banking relationships and account balances
Domain
Retail Banking / Wealth Management
Required skills
Relationship management, new client acquisition, cross-selling financial products, regulatory compliance, self-service adoption
Preferred skills
Affluent client relationship cultivation, team orientation, long-term career commitment
Technologies
NMLS, Dodd Frank, Truth in Lending Act
Responsibilities
Manage complete banking relationships for select affluent clients, actively solicit referrals to acquire new clients, partner with specialists for specialized financial needs, share and set up self-service options for clients
Seniority
Entry-level to Mid-level, hands-on IC