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, Wealth Management
Deliverable
product features
Required skills
FINRA S6, S63, and SIE licenses; Life, Accident, and Health Insurance licenses; sales and prospecting; client relationship management; financial needs assessment; compliance and risk management; digital platform education
Preferred skills
small business client interaction; influencing business partners; tele-consulting
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; managing internal and external centers of influence; ensuring compliance with operational and security procedures; supporting branch operations
Seniority
Individual Contributor