Licensed Private Client Banker
Core
Trusted advisor and problem solver delivering financial wellness solutions and managing client relationships for individuals and businesses with up to $2M in investable assets.
Role type
Licensed Private Client Banker (Retail/Wealth)
Builds
Personal and business accounts, deposit products, lending solutions, and investment/insurance referrals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial wellness assessment, prospecting and networking, sales goal attainment, client relationship management, regulatory compliance, digital platform education, small business interaction, partnership development with internal sales teams
Preferred skills
Bachelor's degree, experience with small business clients, overcoming objections, fact-finding questioning techniques
Technologies
MS Windows, Office Products (Word, Excel), digital banking platforms, mobile apps, web-based browsing
Responsibilities
Assess client financial needs and document data; deliver customized financial wellness recommendations; open personal and business accounts; build client referral pipelines; refer clients to specialized sales professionals; support branch operations and teller lines; conduct prospecting and networking activities
Seniority
Individual Contributor, entry to mid-level