Private Banker jobs in Evansville, IN

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
  • 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
  • 3 Days Ago

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Private Wealth Banker
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • Start your career with Heritage Federal Credit Union! 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...
  • 21 Days Ago

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Laboratory Technician
  • Kimoha Technologies Private Limited
  • Harrisburg, IL FULL_TIME
  • #CSU1*Job Title: Medical Lab Tech *Location: Harrisburg, IL 62946**Shift: Hours Per Shift (ex: 8, 10, or 12): rotating 10 – 12-hour *Duration: 13 weeks (Possible extension)*Position Details*o *Special...
  • 1 Day Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Evansville, IN FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 13 Days Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Marion, IL FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 15 Days Ago

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Relationship Banker
  • Legence Bank
  • Carbondale, IL FULL_TIME
  • Job Title: Relationship Banker IJob Status: Full-TimeFLSA Status: Non-Exempt, Hourly JOB DESCRIPTIONSummary/ObjectiveThis role is equivalent to that of Teller/Universal Banker, with a built in career ...
  • 22 Days Ago

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0 Private Banker jobs found in Evansville, IN area

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Loan Representative
  • OneMain Financial
  • Evansville, IN
  • At OneMain, our Loan Representatives serve as the initial contact for customers with a variety of financial needs. You w...
  • 3/28/2024 12:00:00 AM

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Senior Associate - Loan Agency
  • Apex Group Ltd
  • Evansville, IN
  • Description The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration ...
  • 3/28/2024 12:00:00 AM

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Assumption Loan Processor
  • U.S. Bank
  • Owensboro, KY
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 3/28/2024 12:00:00 AM

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County Meter Reader
  • Meter Reader
  • Evansville, IN
  • Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used,...
  • 3/28/2024 12:00:00 AM

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Cage Teller
  • Ellis Park Racing and Gaming
  • Henderson, KY
  • Part of the Churchill Downs, Inc. family, Ellis Park Racing & Gaming is your best bet for an exciting career! The Cage T...
  • 3/27/2024 12:00:00 AM

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Market Relationship Banker
  • Old National Bank
  • Huntingburg, IN
  • Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
  • 3/26/2024 12:00:00 AM

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Market Relationship Banker
  • Old National Bank
  • Huntingburg, IN
  • Overview: Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we ar...
  • 3/26/2024 12:00:00 AM

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Registered Nurse - 4537 (Day)
  • TotalMed
  • Evansville, IN
  • We are seeking a Registered Nurse-Step Down Unit for a travel assignment in Evansville Indiana.
  • 3/26/2024 12:00:00 AM

Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69. Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$68,913 to $101,311
Evansville, Indiana area prices
were up 1.3% from a year ago

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