Private Banker II, Northwest Indiana
1st Source
Help drive our growth in Northwest Indiana. Build lasting relationships with high-net-worth clients, deliver tailored banking and lending solutions, and expand our presence in a growing market. In this role, you will use your relationship-building skills and financial expertise to attract, serve, and grow a client portfolio while identifying opportunities to help clients achieve their financial goals. You will partner with colleagues in business banking and across the organization to provide comprehensive solutions and generate new business. This role will support growth through our Lake County Business Loan Production Office while contributing to broader expansion across the Northwest Indiana market. Join us to grow your career and contribute to a team with strong momentum and significant expansion opportunities. POSITION SUMMARY Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals. ESSENTIAL REQUIREMENTS Establishes relationships to provide for their financial needs. Ensures quality customer service on assigned accounts. Analyzes credit and financial information of customers as a basis for recommending other financial services. Responsible for the completion of all compliance training related to the position. Must understand all applicable laws and regulations that apply to the position and comply with the requirements. NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned. EXPERIENCE/SKILLS Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending. Strong relationship management skills. Strong sales and proactive calling skills. Great verbal and written communication skills. Strong PC skills--proficiency in Microsoft Word and Excel essential. Highly motivated. Ability to handle multiple tasks in a fast-paced environment. Strong interpersonal skills to network with bankers in developing new business opportunities. EDUCATION Bachelors Degree preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc. 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 to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr 1st Source
$17 - $29.75 per hour
...Relationship BankerThe Relationship Banker develops and cultivates long-term client relationships... ..., Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial),... ...NMLS registered.Relationship Banker II:Experienced bankers who have successfully...SuggestedImmediate start$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Organization : Name INDIANA NORTHWEST IN Default: Location : City MERRILLVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation...SuggestedWork at officeLocal area
$16.39 - $19.28 per hour
...great opportunity for a part-time Universal Banker I at our Broadway Banking Center. Job... ...journey. Headquartered in Munster, Indiana, Peoples Bank offers an extensive array... ...Centers spread conveniently located across Northwest Indiana and Chicagoland, we uphold a tradition...SuggestedHourly payPart timeWork at officeFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...SuggestedFull timeInternshipLocal areaFlexible hours- ...Downtown Indiana 654 Philadelphia St Indiana, PA 15701, USA Downtown Indiana 654 Philadelphia St Indiana, PA 15701, USA As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You...Live outWork at office
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Application Deadline:09/29/2026 Address: 10705 Broadway Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are...Contract workPart timeLocal areaImmediate startDay shift- ...Northwestern Mutual in Crown Point, Indiana is offering an internship for College Financial Representatives to build a financial planning practice while gaining valuable professional experience. The internship provides flexible scheduling to accommodate your academic commitments...InternshipFlexible hours
- ...seeking a Customer Relationship Specialist to deliver exceptional service and build relationships with clients at BMO in St. John, Indiana. This role includes engaging customers to assess their financial needs and providing tailored financial solutions. The ideal candidate...
- BMO Financial Group in Crown Point, IN is seeking a retail banking professional to deliver exceptional service, identify customer needs, and advise on financial solutions across everyday banking, lending, and small business products. You will engage customers, conduct needs...
- A leading financial services company is seeking a Financial Advisor in Merrillville, Indiana. This role involves developing a business book, managing client relationships, and recommending investment strategies. Candidates should hold necessary financial licenses and possess...TraineeshipWork at office
- ...them achieve their goals. After licensing, you will work in a financial center delivering core banking and investment solutions, building relationships with clients, and progressing toward Stage II with the Academy’s career #J-18808-Ljbffr United States Digital Space LLCWork at office
- ...as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients....Work at officeImmediate startMonday to FridayShift workDay shift
- Western & Southern Financial Group is looking for a Financial Representative in Merrillville, Indiana. In this role, you will educate clients on risk protection and financial security while providing tailored financial solutions. The ideal candidate must possess a strong...
$19 per hour
...As the front-line client ambassador for Centier, the Universal Banker (Bank Teller) is cross trained to provide a remarkable experience... ...For in the state by American Banker, and Best Place To Work in Indiana (Hall of Fame) by the Indiana Chamber. Find out what awaits you...Hourly payNight shiftWeekend workAfternoon shift- Aogarciaagency in Crown Point, Indiana is seeking passionate individuals for a fulfilling career that offers flexibility and room for growth. This role involves securing families’ financial well-being through virtual consultations and relationship building. Qualified candidates...Remote jobWeekly payFlexible hours
$17 - $29.75 per hour
...Relationship BankerThe Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and... ...Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on...$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeFor contractorsInternshipLocal areaFlexible hours- First Merchants Bank is seeking a Financial Advisor to join our team! This position will facilitate the sales and service of securities, annuities, registered investment advisory products and life insurance to qualified clients. Expand client relationships by emphasizing...Flexible hours
$61k - $119k
Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...Full timeContract workFor contractorsWork at office$23 per hour
...A leading talent acquisition firm is seeking a Personal Banker in Schererville, IN. You will perform crucial customer service functions, including managing accounts and resolving inquiries. The role offers an hourly wage up to $23 and comes with benefits. Candidates should...Hourly pay$61k - $119k
Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Work at office- WealthBridge Financial Group is seeking a results-oriented Registered Investment Advisor to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your...
- First Merchants Bank in Merrillville, IN is seeking a Financial Advisor to join our team. This role will facilitate the sale and service of securities, annuities, registered investment advisory products and life insurance to qualified clients, while expanding client relationships...
$80k - $90k
Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses...Interim roleWork at officeLocal areaImmediate startDay shift- Providence Bank & Trust in Schererville, IN is seeking a Relationship Banker/Universal Banker who delivers outstanding customer service while handling a variety of banking transactions and new accounts for individuals and businesses. Based in a friendly team environment...Monday to Friday
- First Commonwealth Bank in Gary, IN is seeking a Relationship Banker who will engage customers, understand their needs, and deliver solutions that improve their financial lives. You will focus on a customer-centric experience and uphold our Service Promise each day. In...
$17 - $22 per hour
...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker/Universal Banker Scherereville, IN, US 2 days ago Requisition ID: 1194 Job Description We are currently seeking an enthusiastic...Hourly payTemporary workWork at officeMonday to FridayFlexible hours$55k - $69.1k
A leading financial services company seeks a motivated Financial Representative to engage with clients and recommend impactful financial solutions. Ideal candidates will have strong interpersonal skills and a customer-focused mentality. The role offers competitive compensation...- ...financial center delivering core banking, investment solutions, and client care. Successful performance leads to progression to Stage II, where you deepen client relationships and potentially advance within Bank of America and Merrill. The Academy provides ongoing...Work at officeImmediate startMonday to FridayShift workDay shift
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