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Private Banker: Affluent Relationships & Investment Guidance

Partners Federal Credit Union

Partners Federal Credit Union in New York seeks a Private Banker to build long-term financial relationships with members, focusing on a service-first environment. This role combines banking expertise with investment growth opportunities, supporting Disney families while ensuring high-level service. Responsibilities include managing client's banking and investment needs, mentoring staff, and achieving performance targets. Candidates must possess relevant FINRA certifications and have a consultative mindset. A comprehensive benefits package is offered. #J-18808-Ljbffr Partners Federal Credit Union

Vacancy posted 5 days ago
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