Job Summary
The Private Client Banker serves as the main liaison for high-net-worth clients, overseeing their entire banking relationship while strategically driving business growth. This position also requires the banker to partner with internal experts to deliver customized financial solutions and to connect clients with specialized services.
Responsibilities
- Manage and nurture banking relationships for affluent clients.
- Proactively seek opportunities for growth within the client base.
- Collaborate with internal specialists to offer personalized financial guidance.
- Facilitate connections for clients with expert services tailored to their needs.
Qualifications
- A minimum of one year of experience in branch banking or financial services is required.
- Availability to work hours as dictated by branch operations.
- Professional licenses such as SIE, Series 6/7, and requisite state registrations must be secured within 180 days of employment.
