Private Banker jobs in Colorado

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)

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Private Banker
  • Sunflower Bank NA
  • Greenwood, CO FULL_TIME
  • Description

    Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Denver, CO. 


    The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships across the organization, leveraging the diverse resources of the company to proactively recommend solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship (e.g., deposit, credit, wealth management).

    • Responsible for expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
    • Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
    • Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
    • Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
    • Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs.
    • Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
    • Manage private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends.
    • Achieve set goals for deposit growth, credit origination, and assets under management. 
    • Follow established lending procedures and perform adequate credit analysis.
    • Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.

    Education/Experience Preferred:

    •  Bachelor’s Degree in Accounting, Finance, or other related field.
    •  Must possess 7 or more years of experience in financial services with High-Net-Worth individuals and families.
    •  Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
    •  Must possess a high level of emotional intelligence and the ability to read situations accurately.
    •  Must possess business development, COI development and creative networking skills.
    •  Strong understanding of banking and lending products.
    •  Ability to understand complex financial statement presentations.
    •  Must be able to work flexible hours with an expected minimum of 40 hours per week.

    Sunflower Bank Benefits employees enjoy outstanding benefits, including:

    • 401(k) Plan with 6% Match
    • Health/Dental/Vision Insurance
    • Company-paid Life Insurance
    • Tuition Reimbursement
    • Fitness Reimbursement 
    • Paid Time Off
    • Volunteer Leave
    • Paid Holidays
    • Plus many more employee perks & incentives!

    People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.


    If you qualify, apply online at www.sunflowerbank.com/careers.


    You’ve never worked anyplace like Sunflower Bank!


    EOE/AA: Minorities/Females/Disabled/Vets


     Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. 


  • 10 Days Ago

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Private Client Banker
  • KeyBank
  • Littleton, CO FULL_TIME
  • Location:2950 W Belleview Avenue - Littleton, Colorado 80123Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Ba...
  • 7 Days Ago

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Private Banker II
  • First Western Financial, Inc.
  • Aspen, CO FULL_TIME
  • First Western is seeking a Private Banker II to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join o...
  • 18 Days Ago

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Private Banker I
  • First Western Financial, Inc.
  • Denver, CO FULL_TIME
  • First Western is seeking an Private Banker to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our...
  • 20 Days Ago

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Licensed Private Client Banker
  • KeyBank
  • Greenwood, CO FULL_TIME
  • Location:9250 E Arapahoe Road - Greenwood Village, Colorado 80112Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Clie...
  • 20 Days Ago

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Licensed Private Client Banker
  • KeyBank
  • Castle Rock, CO FULL_TIME
  • Location:4535 Milestone Lane - Castle Rock, Colorado 80104Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Bank...
  • 20 Days Ago

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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...
  • 4/18/2024 12:00:00 AM

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Client Services Specialist
  • Truxton Trust
  • The Role As a pivotal member of the Truxton Wealth team, the Client Service Specialist serves as the facilitator of the ...
  • 4/18/2024 12:00:00 AM

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Senior Wealth Advisor
  • Avior Executive Search, Inc
  • Orlando, FL
  • Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 4/17/2024 12:00:00 AM

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Private Banking Officer
  • Valley Bank
  • New York, NY
  • Job Overview The Private Banker will be responsible for developing, managing, and retaining full-service relationships w...
  • 4/17/2024 12:00:00 AM

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Senior Client Associate
  • Ascendo Resources
  • Miami, FL
  • We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
  • 4/15/2024 12:00:00 AM

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Business Banking Relationship Manager
  • Webster Bank
  • Stamford, CT
  • If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
  • 4/15/2024 12:00:00 AM

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Senior Private Banking Relationship Manager
  • First Horizon
  • Fort Lauderdale, FL
  • Location:On site in Fort Lauderdale, FL Summary As a Private Bankers (PB), you are responsible for business development ...
  • 4/15/2024 12:00:00 AM

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Private Banker (Domestic)
  • IDB
  • North Miami Beach, FL
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 4/14/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$74,541 to $109,582

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