Private Banker jobs in Bloomington, IN

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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FT Private Banker
  • German American Bank
  • Bloomington, IN FULL_TIME
  • About Us:

    German American Bancorp and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

    Summary of Duties and Responsibilities:

    We are looking for passionate go-getters like you to drive the future of our business in the communities we serve. As a Private Banker, you are the main point of contact for a select group of affluent clients, delivering exclusive, high-touch concierge banking services for their personal and business needs. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to grow their balances. Because you have at least five years of experience as a successful private banker, you will hit the ground running seeking referrals and growing your internal and external network. You are well connected in this market, has passion for delivering a positive customer experience, are active in the community and social organizations, communicates with clients on a consultative level and makes recommendations as their trusted advisor. You know that this client base wants direct access to their accounts and information 24/7.

    What You’ll Do:

    • The Daily Grind – Your focus will be on exceeding client expectations, identifying and cross-selling consumer and business products that add value and deepen the banking relationship. You have expertise in deposit gathering, mortgage and strategic business lending, and asset management. You will develop and maintain internal and external centers of influence for referrals and develop and execute on your sales plan. Because you are a trusted advisor to your clients, you know and can explain the features and benefits of bank products and services. Your clients look to you for analysis of their situation – you prepare summaries and reports for review and consultation. You operate with a high-level of professionalism and a commitment to results while maintaining a high standard of bank compliance.
    • You’re Part of a Team – You are a member of the Commercial Banking Team and work closely with commercial bankers, financial center managers, mortgage loan originators, insurance professionals, wealth and financial advisors, and other leaders to achieve collective client and organizational goals.
    • And you have to be able to juggle – Multiple and conflicting priorities will come up under specific time constraints. In concert with your leader and other team members, you have to be quick to act when issues arise.

    What it Takes:

    • Ability to travel for early career training purposes
    • Skills in: building relationships, listening, consulting, explaining, analyzing, communicating effectively (written and verbally across a diverse spectrum), maintaining confidentiality, making decisions, thinking critically, solving complex problems, reporting progress, and deescalating situations with team members or customers.
    • Ability to: work branch hours – including weekends and some evenings, make successful presentations, research, accept responsibility, prioritize, organize and plan work, achieve goals, assess needs, use available resources and partnerships to solve problems, and work independently and with team members.
    • Responsible for adhering to compliance laws, regulations, and established Bank policies and procedures, including Bank Secrecy Act and Anti-Money Laundering.

    Bonus Points:

    • College degree
    • Bilingual/Multilingual

    What we can offer you:

    • Medical, dental, vision, STD, LTD, Life insurance, etc.
    • 17 days paid time off, 11 paid holidays and bereavement leave
    • Education assistance
    • Paid parental bonding leave
    • Wellness benefits
    • Life event coverage
    • Service awards
    • Financial benefits including 401(k) match, stock purchase plan and more
    • Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
    • Logo wear discounts
    • Free checking account, checks and discounted bank services

    This position will be located at:

    Bloomington, 9 North


    504 North College Avenue
    Bloomington, Indiana, 47404
    United States

    #TJN

  • 1 Month Ago

B
Banker
  • BMO
  • Martinsville, IN FULL_TIME
  • Job Description Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of ...
  • Just Posted

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Marketing Analyst
  • KYYBA INDIA PRIVATE LIMITED
  • Columbus, IN TEMPORARY,CONTRACTOR,FULL_TIME
  • Description:Marketing assistant/Analyst V On-Site in Columbus IN Hours: May be set to meet needs of business and individual: 8a-5p or 7a-4p, 5 days (open to 4 10-hour day schedule) Must Have Skills: M...
  • 13 Days Ago

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Personal Banker
  • PNC Financial Services Group
  • Seymour, IN FULL_TIME
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
  • 2 Months Ago

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Universal banker
  • Horizon Bank
  • Columbus, IN FULL_TIME
  • Job Overview At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients...
  • Just Posted

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Universal banker
  • Horizon Bank
  • Edinburgh, IN FULL_TIME
  • Job Overview At Horizon Bank, we're not just about banking; we're about empowering dreams and transforming lives when we Go Beyond! Our passion lies in creating meaningful connections with our clients...
  • Just Posted

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0 Private Banker jobs found in Bloomington, IN area

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Rural 1st Loan Officer Trainee - Indiana
  • Hiring Now!
  • Franklin, IN
  • Farm Credit Mid-America is a financial services cooperative serving financial needs of farmers and rural residents in Ar...
  • 4/26/2024 12:00:00 AM

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Business Analyst / Data Analyst - Retail Banking
  • Larsen & Toubro Infotech
  • Greenwood, IN
  • **Business Analyst / Data Analyst - Retail Banking** * **Please wait...** **Location:** Mumbai, IN **Job Segment:** Data...
  • 4/26/2024 12:00:00 AM

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Registered Nurse (PRN) - Bloomington Home Care
  • Indiana University Health
  • Bloomington, IN
  • Job Description Overview Indiana University Health is looking for passionate, experienced nurses and upcoming/recent RN ...
  • 4/26/2024 12:00:00 AM

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Director of Sales
  • Hersha Hospitality Management, LP
  • Bloomington, IN
  • Overview Opportunity: Director of Sales Develop and execute strategic sales plans through direct sales, marketing, e-com...
  • 4/26/2024 12:00:00 AM

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Postdoctoral Research Fellowship
  • Indiana University
  • Bloomington, IN
  • Title Postdoctoral Research Fellowship Appointment Status Non-Tenure Track Department IU Bloomington Mathematics Locatio...
  • 4/26/2024 12:00:00 AM

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Legal Admin Specialist (Estate & Gift Tax) (Estate Tax Technical Advisor) (TEMP NTE 1 YR MBE, MBP)
  • Department Of The Treasury
  • Bloomington, IN
  • Duties WHAT IS THE SMALL BUSINESS SELF EMPLOYED (SBSE)DIVISION? A description of the business units can be found at: htt...
  • 4/26/2024 12:00:00 AM

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Mortgage Loan Originator
  • Liberty Federal Credit Union
  • Bloomington, IN
  • Liberty FCU is expanding and growing our Mortgage presence in Indiana. We are currently looking for experienced Mortgage...
  • 4/25/2024 12:00:00 AM

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Mortgage Loan Originator
  • Liberty Federal Credit Union
  • Bloomington, IN
  • Liberty FCU is expanding and growing our Mortgage presence in Indiana. We are currently looking for experienced Mortgage...
  • 4/25/2024 12:00:00 AM

Bloomington is a city in and the county seat of Monroe County in the southern region of the U.S. state of Indiana. It is the seventh-largest city in Indiana and the fourth-largest outside the Indianapolis metropolitan area. According to the Monroe County History Center, Bloomington is known as the "Gateway to Scenic Southern Indiana." The city was established in 1818 by a group of settlers from Kentucky, Tennessee, the Carolinas, and Virginia who were so impressed with "a haven of blooms" that they called it Bloomington. The population was 80,405 at the 2010 census. The city's population was ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,307 to $98,946
Bloomington, Indiana area prices
were up 1.3% from a year ago

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