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)
Quad City Bank & Trust is looking for a Private Banking Officer to join our team! The primary responsibilities of the position include portfolio development and relationship management for Private Banking Clients. Individuals in this position must have a thorough understanding of all of the Bank's products and services, to best meet the customer's financial needs. In addition, they must possess the ability to manage a variety of tasks and work in a very interactive environment.
This is an on-site position with a base oof $50,000-$65,000 plus commission based on experience.
Ideal candidates will have excellent verbal communication and social skills, both in person and via telephone. Excellent writing skills. Experience in Microsoft Office computer applications. College degree or equivalent. Five to eight years of experience in the financial services industry or equivalent. Background in both consumer and commercial lending.
Quad City Bank & Trust is a relationship-driven organization who values their employees as well as their community. Our goal is to provide exceptional customer service and make financial dreams a reality. We are a family-oriented company who values work-life balance and providing advancement opportunities to our employees. Quad City Bank & Trust opened in 1994 to provide the community with a local bank with a focus on building client relationships and hiring the best people to provide the best service, and that is still our #1 focus today. We are People you can bank on.
Pre-employment credit check, background check, and drug screen required.
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