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)
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:
What it Takes:
Bonus Points:
What we can offer you:
This position will be located at:
Bloomington, 9 North
504 North College Avenue
Bloomington, Indiana, 47404
United States
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