Private Banker

Job description

Job Description: This position will manage existing private banking relationships and recruit new high net worth financial relationships for the Bank. This person must have the ability to direct existing clients and prospective clients into bank and non-bank fin ancial (brokerage/investment and fiduciary/trust) services using a needs-based approach. Qualifications: This person must have a Ba chelor’s Degree and a minimum of three ( 3 ) years of experience in banking, sales, business, or management . This person must have strong interpersonal communi cation and sales skills . Series 7, Series 66, life insurance, and variable annuity licenses are recommended . This person must be able to work independently and with various other departments within the Bank . Superior organizational and administrative skills will be required . Principal Responsibilities: Manage exist ing Private B anking relationships and generate new relationships through proactive calling efforts . Develop customer base through cross-selling products and servicing existing clients, develop new business through interaction with external resources, keep informed of changing market conditions . Provide personal attenti...