Private Banker jobs in Boca Raton, FL

Job Title: Private Banker 

Reports To:  President

Direct Reports: N/A

Salary Grade: 11

SUMMARY

Responsible for relationship management and growth of long-term profitable relationships.  Provides full service banking to high value customers. Consults with customers regarding financial needs, coordinates product/solutions and acts as a liaison to other internal departments. Cross-sells products and services to existing clients. Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer’s needs.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Bachelor’s degree in business, economics, finance, accounting or equivalent combination of education and experience
• Minimum 5 years experience in relationship management of high end clients
• Knowledge of consumer credit structuring and lending practices
• Knowledge of complex financial statements and tax returns
• Interpersonal skills to represent the bank positively in dealing with customer transactions
• Good analytical, verbal and written communication skills
• Proven leadership ability
• Must have a sharp business development focus
• Possess effective sales and negotiation skills
• Series 7, 63 and 66 is recommended
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.  

JOB FUNCTIONS

• Cross sell bank services
• Manage, retain and grow profitable client relationships
• Develop new business through active calling on clients and prospects
• Manage individual production and assigned goals
• Partner closely with Financial Advisor and Mortgage Originator
• Ensure adherence to company policies and procedures
• Actively participates in community activities or events such as Chamber, United Way, Hospitals, Arts organizations etc. with the purpose of visibility in the community and with prospects.
• Requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations
• Other duties as assigned

SUPERVISORY RESPONSIBILITY

This position does not manage employees

WORK ENVIRONMENT

United Branch Location

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.