Private Client Banker
Core
Trusted advisor and problem solver delivering financial wellness solutions and products to individuals and businesses with up to $2M in investable assets.
Role type
Private Client Banker (Retail Banking)
Builds
Personal and business accounts, deposit products, lending solutions, and referrals to investment/insurance services.
Domain
Banking / Financial Services
Deliverable
product features
Required skills
Financial wellness assessment, sales goal attainment, prospecting and networking, product knowledge (deposits, lending, insurance), client relationship management, compliance documentation, digital platform education.
Preferred skills
Small business client interaction, objection handling, financial planning expertise.
Technologies
MS Windows, Office Products (Word, Excel), digital banking platforms.
Responsibilities
Assess client financial needs and document data; Open personal and business accounts; Refer clients to appropriate sales professionals for investment and insurance; Build internal and external referral pipelines; Support branch operations and teller lines; Participate in team huddles and debriefs.
Seniority
Individual Contributor