Private Banker
$300k - $425kPartners Federal Credit Union
Love What You Do. We are a mission driven credit union that strengthens the financial well‑being of our members, and our work begins with our people. Sponsored by The Walt Disney Company, we carry forward a legacy of service, creativity, and community. We offer a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture where every employee contributes, grows, and thrives. Your work creates real impact, and you have the support to build a career you truly love. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high‑pressure sales culture at large banks, our Private Bankers develop deep, long‑term financial relationships with Disney Cast Members and families in a service‑first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time. For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production‑heavy retail bank, this is a unique and highly fulfilling career path. As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines. The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required. The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs. Essential Responsibilities Comprehensive Relationship Management – Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach. Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey. Deliver tailored financial and investment solutions using an advice‑based approach, ensuring recommendations align with member goals. Proactive Financial Needs Assessment – Identify life events and evolving financial needs to recommend appropriate financial solutions. Product and Service Expertise – Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders. Mentorship and Leadership – Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success. Cross‑Selling and Financial Growth – Promote the credit union’s objectives by cross‑selling products and services, contributing to branch growth. Provide regular updates to the Private Banking Program Manager on performance metrics. Regulatory Compliance and Documentation – Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption – Educate members on digital and online banking solutions to enhance convenience and financial literacy. Business Development and Member Engagement – Represent Partners at business development events, expos, and seminars. Acquire new memberships and follow up with targeted outreach. Investment and Partnership Guidelines – Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor. Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker. The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently. All investment‑related activities must comply with regulatory standards and Partners Wealth Management policies. Knowledge & Skills Education Level: High School or GED (required). Years of Relevant Work Experience: 3 to 5 years in retail banking. Current FINRA certifications and licences include SIE, and Series 6. NMLS Certification – Required. CA Notary – Required. State L&D Insurance License – Required. Series 63 – required. Continued employment is contingent upon obtaining the Series 65 or Series 66 within 6–12 months of hire. Ability to use a personal computer and related software applications including Microsoft Outlook. Abilities and Behaviors 3+ years of experience building and maintaining relationships with members and colleagues. Strong knowledge of banking and securities regulations. Excellent member service, sales, and conflict resolution skills. Effective communication, organization, and time management abilities. Adaptability and initiative; able to work independently with minimal supervision. Strong teamwork and collaboration skills. High motivation, professionalism, and ethical standards. Demonstrates discretion when handling confidential financial information. Scope of the Job Performance Standards New Memberships: 5–8 per month Loan Originations: 12–17 funded applications per month ($300K–$425K) Insurance Units: 8–12 per month (PLP, GAP, MBI) Qualified Referrals: 5–7 per month (Wealth, Auto, Mortgage) Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month Maintain member satisfaction and compliance quality scores at or above standards. Discretion / Latitude This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions This role interacts with a combination of walk‑in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment Shift work, including weekends and home visits, consists of hours outside of an 8‑5 schedule to cover the hours of operation. Able / flexible to work evenings and Saturday at the convenience of the member. Challenges Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in Florida is $51,200 to $76,800 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job‑related knowledge, skills, and experience among other factors. This role may also be eligible for additional compensation such as a bonus or long‑term incentive units. Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results. Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well‑being and growth. To learn more about our benefits visit: #J-18808-Ljbffr Partners Federal Credit Union
- ...JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You’ll use investments, planning, credit, and banking know-how to support current clients and attract new business...SuggestedLocal area
- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions...SuggestedImmediate startAfternoon shift
- 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...Suggested
- JPMorganChase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage comprehensive banking relationships. You will actively solicit referrals and coordinate with specialists to connect clients with expert financial solutions. The role...SuggestedAfternoon shift
- JPMorgan Chase & Co. is seeking a Private Client Banker in a Chase Branch to deliver premium service to affluent clients and manage their full banking relationship. You will present Chase's latest banking solutions and technology with a focus on hospitality and trust. You...Suggested
- ...money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other...Immediate startAfternoon shift
- ...We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking...Immediate startAfternoon shift
- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to... ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...Temporary workWork experience placementLocal area
- ...Brazil, Chile, Mexico and Panama, Safra National is a leading private bank with a devoted team of relationship managers serving many... ...clients. Position overview: The Managing Director -Senior Private Banker is responsible for originating, developing, and maintaining...Work at office
- Chase is seeking a Private Client Banker in our branch to deliver hospitality, manage affluent clients, and extend the bank's relationships across Chase’s products and services. You will grow balances, solicit referrals, and work with a team, while meeting regulatory requirements...Weekend workAfternoon shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Park Mall, FL. PNC is an in-office company that fosters a supportive...Temporary workWork experience placementWork at office
- Bank of America in the United States is seeking a Frontline Client Associate to engage lobby clients, educate on self-service options, and help conduct transactions via mobile, online, or ATM. The role emphasizes building relationships, processing cash, and guiding clients...Weekend work
- Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for...Work at office
$35.64k
...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information... ...of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer...Full timeFlexible hours$38.92k - $57.24k
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...Local areaFlexible hoursAfternoon shift- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. ...Work at officeFlexible hoursShift workWeekend workDay shift
- ...TD Bank is seeking a Premier Banker in Jupiter, Florida to manage a portfolio of mass affluent clients, providing personalized banking services while fostering strong client relations. This role demands proactive client engagement and in-depth financial product knowledge...
- Please review the following job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...Night shift
- Regions Bank is seeking a Senior Consumer Relationship Banker in Mount Dora, FL. You will meet with customers and prospects to assess financial needs and proactively offer products, wealth guidance, lending, and saving strategies. The role emphasizes deepening relationships...
$25 - $26.77 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. ...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- SouthState Bank, N.A. in Dunedin, FL is seeking an Universal Banker to serve as a single point of contact for banking needs, combining Teller and FSR duties to grow and retain customer relationships. The role requires cash handling, sales, and strong customer service skills...
- Truist Financial is seeking a Regular (full-time) Clerk to handle client transactions with accuracy and courtesy in a branch setting. The role focuses on delivering a high level of service, educating clients on digital banking, and supporting sales through outreach and ...Full timeWeekend work
- Fifth Third Bank Clermont, FL invites you to join a Retail Personal Banker I program after a 4-8 week onboarding and education program with rotations in operations and Sales & Service. You will use the consultative sales process to identify and meet financial needs, acquire...
$48.43k
...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information... ...of the system. Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both...Full timeFlexible hours- Northern Trust is seeking a Personal Banker to support client accounts, process wires and transfers, and maintain accurate account records. You will engage with relationship teams to meet client needs and ensure timely execution of servicing activities in a compliant,...
$24.74 - $26.2 per hour
Space Coast Credit Union (SCCU) is seeking an Express Service Associate at the Miramar Operations Center to convert member calls into sales while delivering outstanding service. The role offers a hybrid schedule, starting pay $24.74-$26.20 per hour plus monthly commission...Hourly pay- Cypress Bank & Trust in Florida is seeking a Personal Banker who understands the bank’s products, services, policies, and practices. You will perform daily branch functions, handle client services, teller, vault and account openings/closings, and support online banking...Remote work
- Fifth Third Bank in Port St Lucie, Florida is seeking a Retail Personal Banker I. The role focuses on using a consultative sales process to identify customer needs and provide tailored financial solutions while supporting teller transactions and platform duties. This program...Permanent employment
- JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with Specialists to connect clients with experts for tailored financial solutions and help clients access...Weekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banker. Be the first to apply!

