Licensed Private Client Banker
Core
Trusted advisor and problem solver delivering financial solutions and referrals to individuals and businesses with up to $2M in investable assets.
Role type
Licensed Private Client Banker (Retail/Wealth interface)
Builds
Personal and business accounts, investment and insurance product referrals
Domain
Banking / Financial Services
Deliverable
product features
Required skills
FINRA S6, S63, SIE licenses; Life/Health/Annuity licenses; prospecting and networking; client relationship management; sales goal attainment; digital platform education; small business client interaction; compliance documentation
Preferred skills
Bachelor's degree; small business client experience; objection handling
Technologies
MS Windows, Office Products (Word, Excel), digital banking platforms
Responsibilities
Opening personal and business accounts; assessing financial needs and documenting client data; referring clients to investment, insurance, mortgage, and business banking professionals; building internal and external centers of influence; supporting branch operations and teller lines; conducting prospecting and networking activities
Seniority
Individual Contributor, entry-to-mid level