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Private Banker II
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Full-time
- Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities.
- Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions.
- Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience.
- Responsibilities Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques.
- Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval.
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