Position Title:
Private Banker
We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.
This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.
Salary Range
$160,000 - $210,000+ / Year DOE
Responsibilities:
Develop new client relationships and enhance existing ones through proactive outreach
Engage with referral sources, including CPAs and attorneys, to expand business opportunities
Track and manage client data using Salesforce to ensure effective follow-up and relationship management
Respond promptly to client needs and inquiries, facilitating timely solutions
Conduct business development activities to identify and pursue new opportunities
Requirements:
7+ years of experience in two banks or fewer, unless demonstrating proven strategic growth
Experience as a Private Banker with a track record of bringing in $15 million in new loans, deposits, or assets under management
Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
Minimum Bachelor's degree
Proficiency in Salesforce or similar software, along with strong Excel skills
Experience in high-end banking, preferably in private wealth
Series 6 or Series 7 certification is preferred
Benefits: Medical benefits with eligibility details provided by HR
401k plan with a 3% employer match
Generous paid time off policy, including four weeks of PTO and potential for a fifth week
All standard banking holidays plus a float day
If you are a Private Banker looking to take the next step in your career, apply now!
