Private Banker jobs in Normal, IL

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)

F
Universal banker
  • First Banker's Trust
  • Carthage, IL FULL_TIME
  • Job Details

    Job Location Carthage Branch - Carthage, IL Position Type Full Time Education Level None Travel Percentage Negligible Job Shift Days and Weekends Job Category Banking

    Job Summary & Key Accountabilities

    First Bankers Trust Company is offering a customer-focused job opportunity for interested candidates! Apply today to secure a fulfilling career along with these additional perks :

    • Comprehensive, value-added career opportunities
    • Focus on career development, broad exposures, and learning new things daily
    • Opportunities to help others and make a difference in the community
    • Opportunities to participate in special interest groups, such as Women's Leadership or Young Professionals, or one of our Employee Resource Groups
    • Competitive full benefits package including HSA with investment options, 401K with match, and profit sharing
    • Vacation and PTO time reflective of your experience
    • Volunteering time off of 12 hours per year
    • Access to a library over 6,000 personal and professional development on-line courses, hosted by Udemy Business
    • Participation in our company-wide employee wellness incentive program, and the ability to earn a discount on your next year's premiums

    The Universal Banker serves as a single point of contact for customers; identifying customer needs, building customer relationships, and fulfilling sales, service and referral needs.

    This positions multifaceted responsibilities range from minimal cash handling and basic transactions to product and service sales, and referrals to other lines of business.

    Required skill sets for success in this position include key product knowledge, relationship building, customer service, and expert referral skills.

    This position will work closely with our retail, operations, and lending staff members.

    • Promotes, represents, and welcomes current and potential customers and vendors to the bank in a professional and inviting manner.
    • Identifies customers needs and provides bank products and services as solutions to ensure the customer is informed, fully understands the products and services, and is confident in the banks offerings.
    • Executes banking transactions for customers, including deposits, withdrawals, check cashing, etc. and completes retail support activities, including but not limited to processing coin and handling safe deposit box requests.
    • Maintains proper cash levels and keeps cash secure at all times. Accurately balances drawer, vault (including buying / selling currency) and ATM.

    Reports variations in accordance with bank policy.

    • Executes customer transactions including opening new checking and business accounts, opening certificates of deposits, IRAs, and HSAs, closing accounts, and executing related products and services transactions.
    • Establishes files and records associated with setting up and maintaining personal and business account products and services, including but not limited to online and mobile banking, cash management, payroll, ACH, fraud protection and merchant capture services.
    • In small branches, this position may manage, balance, and maintain the vault and ensure the branch cash needs are met and maintained.
    • Ensures efficiency of branch services operations and adhere to policies and procedures.
    • Prepares miscellaneous reports and paperwork and conducts audits as necessary.
    • Occasionally travels to different branches to support the retail needs of each branch as requested.
    • Attends Branch meetings and scheduled meetings for bank wide participation.
    • Participates in community and / or outside sales events to support the branch / market.
    • Performs other duties as requested or assigned.

    Key Qualification Requirements

    • Associated degree preferred but not required
    • Exposure to the banking industry preferred but not required
    • Demonstrates aptitude for mathematical and / or financial transactions
    • Demonstrates ability to execute day to day work under general supervision
    • Demonstrates strong customer service skills (customer-oriented)
    • Demonstrates ability to thrive in a fast-paced environment and multi-task daily job duties
    • Demonstrates ability to address basic working-knowledge related / technical issues and problems, and refers more complex issues to higher-level staff
    • Demonstrates strong written and verbal communication skills
    • Demonstrates flexibility and adaptability
    • Demonstrates ability to interact efficiently with banking software, as well as utilize common office applications including Word, Excel, Outlook, and related applications;

    willingness to learn new technologies

    Demonstrates strong problems solving skills

    Our values reflect our culture : Everyone is Valued, Do The Right Thing, Friendly Family, & Fun, Dream Big / Act Small, Accountability, Innovation

    When you choose to become a part of the team at First Bankers, you are getting more than a job. What comes along with the daily work is making a difference in other people's lives, working closely with teammates who are people you enjoy, contributing to a bigger picture, balancing work and home commitments, and developing yourself and your career.

    If that sounds like a good deal to you, apply for a position today.

    Physical Demands :

    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to stand, move from one point to another, and use hands to manipulate, handle, or feel.

    The employee is frequently required to reach with hands and arms, speak, and hear. The employee will occasionally sit, stoop, lift, kneel, or crouch in the course of completing their job.

    The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

    The employee is required to stand often and move about the work area frequently.

    First Bankers Trust Company is an equal opportunity employer and supports diversity in the workplace. Qualified applications will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Our HR team will reach out to the applicants who meet the qualifications and are most closely aligned with the requirements of the position.

    Last updated : 2024-03-09

  • 15 Days Ago

F
Teller
  • First Banker's Trust
  • Macomb, IL FULL_TIME
  • Job Details Job Location Macomb Main - Macomb, IL Position Type Part Time -25 hours Education Level High School Travel Percentage Negligible Job Shift Days and Weekends Job Category Banking Job Summar...
  • 15 Days Ago

C
Office Administrator - Bloomington, IL
  • Coldwell Banker Real Estate Group
  • Bloomington, IL FULL_TIME
  • Are you an outgoing, self-starting overachiever? Do you enjoy talking to people and making everyone smile? Are you detail-oriented and have great computer skills? Then Coldwell Banker Real Estate Grou...
  • 15 Days Ago

H
FP&A Manager
  • HIRESIGMA PRIVATE LIMITED
  • Bloomington, IL FULL_TIME
  • Required Skills: Strong financial and analytical skills. Deep curiosity and desire to leverage datasets to identify new strategic insights and tell compelling stories. Proven leadership in a fast pace...
  • 3 Days Ago

P
Intake/Scheduler
  • Passionate Private Duty
  • Arlington, IL FULL_TIME
  • Job Details: Patient care/staff coordination - Fix staff to patients and coordinate visits with patients. Input new patient data/manage folders - Input details of a new referral into the computer and ...
  • 4 Days Ago

S
High Value Residential Insurance Inspector
  • Signature Companies - Private Client
  • Peoria, IL CONTRACTOR
  • Signature Companies is looking to add an Inspector for the following counties: Central Illinois. Are you looking for a new career that allows you to work independently, is flexible, and challenging ev...
  • 2 Months Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Private Banker jobs found in Normal, IL area

R
Material Handling Analyst (Warehouse)
  • Rivian
  • Normal, IL
  • Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicl...
  • 3/28/2024 12:00:00 AM

P
CDL Independent Contractor
  • Paschall Truck Lines, Inc.
  • Normal, IL
  • Owner Operators - Earn as much as $150,000/yr! As a 100% employee owned trucking company, we understand what it means to...
  • 3/28/2024 12:00:00 AM

G
LCPC / LCSW Mental Health Therapist ***$5K SIGN-ON BONUS*** - Bloomington, IL
  • Gateway Foundation Inc
  • Normal, IL
  • ***5,000 SIGN-ON BONUS*** Are you looking to find personal and professional fulfillment, and align your career with your...
  • 3/28/2024 12:00:00 AM

A
Retail Sales Associate (Part-Time)
  • AutoZone, Inc.
  • Normal, IL
  • AutoZone's Part-Time Retail Sales Associates drive sales through superior customer service by exceeding customer expecta...
  • 3/28/2024 12:00:00 AM

P
Merchandiser, Retail Cov - RCM
  • Premium Retail Services
  • Normal, IL
  • Description and Requirements Our Dedicated Retail Coverage Teams represent major brands within major grocery store chain...
  • 3/28/2024 12:00:00 AM

V
FT Customer Support Associate - Work From Home>
  • Vetcove
  • Normal, IL
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive pay / Medical, Dental, and Vision / 401k / Home offic...
  • 3/28/2024 12:00:00 AM

F
Bank Teller
  • Fisher National Bank
  • Mahomet, IL
  • We require excellent customer service skills, attentiveness, information retention, tact and diplomacy in dealing with b...
  • 3/25/2024 12:00:00 AM

S
Mortgage Loan Officer
  • State Bank of Graymont
  • Pontiac, IL
  • Company Description State Bank of Graymont is a banking company based out of Graymont, IL with locations in Pontiac, Che...
  • 3/24/2024 12:00:00 AM

Normal is a town in McLean County, Illinois, United States. As of the 2010 census, the town's population was 52,497. Normal is the smaller of two principal municipalities of the Bloomington–Normal metropolitan area, and Illinois' seventh most populous community outside the Chicago metropolitan area. Normal's mayor is Chris Koos. The main campus of Illinois' oldest public university, Illinois State University, a fully accredited four-year institution, is in Normal, as is Heartland Community College, a fully accredited two-year institution. There is also a satellite campus of Lincoln College, w...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$69,846 to $102,682
Normal, Illinois area prices
were up 1.3% from a year ago

Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020