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)
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 :
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.
Reports variations in accordance with bank policy.
Key Qualification Requirements
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
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