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, and investment/insurance referrals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial wellness assessment, sales goal attainment, prospecting and networking, product knowledge (deposits, lending, investments, insurance), compliance documentation, digital platform education, relationship building
Preferred skills
Small business client interaction, objection handling, fact-finding questioning
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, supporting branch operations, ensuring compliance with operational and security procedures
Seniority
Individual Contributor, entry to mid-level