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Private Banker jobs in Indiana

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)

Recently Added Private Banker jobs

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Private Banker
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • Start your career with Heritage Federal Credit Union!
    Are you seeking a fresh start or looking to embark on a new career path? If so, we have an opportunity waiting for you! Join our team at Heritage Federal Credit Union as a Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.
    The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high-net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet the financial needs of members. Supports standards for managing net portfolio in a manner that ensures compliance with credit union regulations, policies and procedures, credit quality and credit policy requirements.

    What you’ll do:
    • Build and maintain business relationships with targeted high value and high net worth clients.
    • Serve as members’ primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides best in class.
    • Make member focused recommendations and provides high value product solutions.
    • Finalize, help structure, and close deals with a high rate of success.
    • Fully understand the members profile, financial status, and financial goals to ensure the product and service offerings are in the customer’s best interest.
    • Educate members directly or with internal staff about financial strategies, products and services that will meet or exceed their needs.
    • Prospect for clients by sourcing and building own pipeline of clients/opportunities.
    • Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
    What we’re looking for:
    • Bachelor’s degree, or equivalent work experience
    • Minimum of 3 years of successful sales/client service experience of higher net worth clients.
    • Previous sales experience with full-service financial institution helpful.
    • Excellent interviewing, communication, and public relations skills.
    • Strong networking and business development skills.
    • Strong analytical and financial skills.
    • Dependable, punctual, and able to retain confidential information.
    About Heritage Federal Credit Union
    Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
    EOE
  • 1 Day Ago
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Licensed Private Client Banker
  • KeyBank
  • Indianapolis, IN FULL_TIME
  • Location:1305 E 86th Street - Indianapolis, Indiana 46240Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banke...
  • 25 Days Ago
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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 gen...
  • 1 Month Ago
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Private Client Banker - Zionsville - Zionsville, IN
  • JPMC Candidate Experience page
  • Zionsville, IN FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 17 Days Ago
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Private Client Banker - Carmel - Carmel, IN
  • JPMC Candidate Experience page
  • Carmel, IN FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 19 Days Ago
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Private Client Banker - Carmel - Carmel, IN
  • JPMorgan Chase
  • Carmel, IN FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 21 Days Ago
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Private Banker jobs at Popular Companies

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Private Banker
  • Norman Alex
  • Out client, a top tier global Private bank is seeking seasoned RM's and Private Bankers. We require hunters/rainmakers t...
  • 4/25/2024 12:00:00 AM
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Senior Private Banker
  • WolfCreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/25/2024 12:00:00 AM
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Senior Private Banker
  • Wolfcreek Consulting Inc
  • Palm Beach Gardens, FL
  • Job Description Job Description Overview: The Private Banking Officer serves as relationship manager for a portfolio of ...
  • 4/24/2024 12:00:00 AM
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SVP, Private Banker (On-site)
  • Gateway First Bank
  • Tulsa, OK
  • Job Description Job Description JOB SUMMARY: The SVP, Private Banker manages a private banking portfolio of high-net-wor...
  • 4/24/2024 12:00:00 AM
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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 4/23/2024 12:00:00 AM
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PW Market Manager
  • Canadian Imperial Bank Of Commerce
  • San Francisco, CA
  • Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedi...
  • 4/23/2024 12:00:00 AM
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Senior Private Banker
  • Wolfcreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/22/2024 12:00:00 AM
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Private Wealth Banker
  • BOK Financial
  • Plano, TX
  • Req ID: 74885 Location: Plano -PLAN Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available Appl...
  • 4/22/2024 12:00:00 AM
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About Indiana

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$70,887 to $104,210

Most Popular Cities in Indiana for Private Banker Jobs

What does a Private Banker do?

Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019