Private Banking Officer

Position: Private Banking OfficerDepartment: Trust & Wealth ManagementLocation: Tulsa, OK (On-Site)Job Type: Full-Time/SalaryJump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.Summary:Seeking a Private Banking Officer in either Tulsa or Oklahoma City markets to expand our Private Banking presence across our metro markets. The ideal candidate will have working knowledge of Equity Bank’s current environment with an entrepreneurial spirit to build and broaden a growing division. Prior experience in Private Banking is a plus but not required. Must be comfortable in various environments talking with business executives and High Net Worth families.Responsibilities And ExpectationsKey ResponsibilitiesPrivate BankingDrive new sales opportunities by identifying client financial needs through consultative sales and relationship reviewsResolve internal and external client issuesContribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while maintaining expensesParticipate in outside business development opportunities and networking eventsProduct KnowledgeStay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantagesDevelop knowledge of all lines of business to better identify solutions for client, thus creating opportunities for product partnersUnderstanding of credit risk, operational risk, and risk associated with various products and how the risk relates to both clients and the bankProduct DevelopmentCollaborate with Retail, Credit, and Wealth Management regarding product features/benefits and enhancements necessary to remain competitive in targeted customer and geographic marketsMarketing/SalesDevelop and implement sales strategies for new and existing high-net worth clientsProactively call on existing and new clients to introduce new product and service initiativesCreate and execute marketing ideas/events to develop and deepen client/prospect relationshipsReporting/MetricsEnter Activities, Appointments, etc. into the Client Retention Module (CRM) to ensure a consistent and complete client experienceMaintain a current sales pipelineRequirementsRequired Skills & EducationPrivate Bank/Retail Banking experienceBachelor’s degree (preferred) in Business, Finance or related fieldSales or Marketing experienceInterpersonal skills commensurate with conducting external client presentationsExcellent presentation, verbal, and written skillsAbility to work independently, self-starterSome Travel between bank and client location is requiredTime management skills, ability to effectively manage internal/external requests, opportunities and concerns in a timely mannerProficiency in using Microsoft products; Word, Excel and PowerPointWho We AreEquity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.What’s in it for you?We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.Benefits Available:Health, Dental & Vision InsuranceGroup Life & Long-Term Disability InsuranceFlexible Spending & Health Savings AccountsGroup Cancer Insurance401(K) Retirement Plan w/Company MatchGenerous Vacation & Sick TimeEmployee Stock Purchase Plan (ESPP)Pet InsuranceRetail Banking BenefitsFind your future at Equity Bank!The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.Physical RequirementsThis position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.Work EnvironmentThis position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.