Private Client Banker
Core
Trusted advisor and problem solver delivering financial wellness solutions and managing client relationships with up to $2M in investable assets.
Role type
Private Client Banker (Retail Banking)
Builds
Personal and business accounts, deposit products, lending solutions, and investment/insurance referrals
Domain
Consumer Banking / Wealth Management
Deliverable
product features
Required skills
Client relationship management, prospecting and networking, financial needs assessment, sales goal attainment, compliance adherence, digital platform education, small business interaction
Preferred skills
Comfortable interacting with small business clients, overcoming objections, influencing business partners
Technologies
MS Windows, Office Products (Word, Excel), digital banking platforms
Responsibilities
Opening personal and business accounts, delivering customized financial wellness recommendations, building client referral pipelines, supporting branch operations, ensuring regulatory compliance, facilitating team huddles
Seniority
Individual Contributor, Entry to Mid-Level