Private Banker I, Lafayette, IN
1st Source Bank
Lafayette Downtown Banking Center 133 N 4th St Lafayette, IN 47901, USA Description
POSITION SUMMARY
Provides full-service banking to individuals, with emphasis on financial counseling, lending, and customer service.ESSENTIAL REQUIREMENTS
Meets the credit needs of individuals seeking secured or unsecured loans. Provides deposit related services to customers. Cross sells retail and trust services. Calls on potential and existing customers to develop new business by promoting company services and products. Must have valid driver’s license. Regular and predictable attendance is an essential requirement of the position. 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
Three (3) – five (5) years lending experience, preferably with one (1) or more years in business lending. Knowledge of trust products and services. Strong sales and proactive calling skills. Strong relationship management skills. Strong interpersonal skills to network with bankers in developing new business opportunities. Good PC skills--proficiency in Microsoft Word and Excel essential. Highly motivated. Ability to handle multiple tasks in a fast-paced environment. Good written and verbal communication skills.EDUCATION
Bachelor’s Degree preferred.TRAVEL REQUIREMENTS
Ability to travel to off-site locations for meetings, projects, seminars, etc., as well as ability to travel overnight.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 BankVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Banker I, Lafayette, IN in Louisiana, MO vacancy
- 1st Source Bank at the Lafayette Downtown Banking Center is seeking a banking professional to provide full-service banking with emphasis on financial counseling, lending, and customer service. The role focuses on meeting credit needs, cross selling services, and developing...Suggested
- Job Description Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and...SuggestedContract workBank staffWork at officeLocal areaFlexible hoursNight shift
- Hancock Whitney Corp. is seeking a customer-focused teller to serve clients at our financial center. The role emphasizes accurate, fast service and problem resolution while handling deposits, withdrawals, and diverse transactions. You will educate clients on digital banking...Suggested
- ...planning, with strong attention to detail and a proactive mindset. This role emphasizes communication with clients, collaboration with planners, and development of client advisory skills in a mentorship environment within Lafayette, IN. #J-18808-Ljbffr Waverly Advisors, LLCSuggested
- Location Baton Rouge Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal...SuggestedFull time
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Full timeLocal area
$29.57 per hour
Infopact Inc, founded in 2004, is an SBA-certified 8(a) Woman-Owned Small Business specializing in providing technical and management operations support for Department of Defense and Federal civilian agencies. We are currently looking for Financial Counselors to assist...Hourly payContract workRelocation- Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. Wearen’tyour typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly...Work at officeLocal area
- Overview The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Must be located...
- A fraternal financial services organization is looking for financial representatives to help individuals achieve their financial goals. You will create tailored financial plans and provide guidance on financial products. This entry-level full-time role comes with extensive...Full time
- Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility, and access to new customers. We’re looking for professionals with a growing practice who would like to...For contractorsWork at office
- Infopact Inc. seeks Financial Counselors to provide certified financial counseling to service members during military-to-civilian transition, helping clients understand income, expenses, debt, taxes, insurance, benefits, and long-term readiness. You will deliver individual...
- ...The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization...Contract work
- ...Renasant Bank in the United States seeks a Universal Banker to deliver an exceptional customer experience by understanding customer needs and offering a full range of retail banking services in alignment with the bank’s model and values. The role executes sales, service...
- Prudential Financial is seeking a candidate to deliver personalized investment solutions and develop financial plans for clients in Louisiana. The role involves cross-checking work for accuracy and collaborating with investment professionals to strengthen client relationships...
- A leading insurance firm in Baton Rouge seeks a Financial Representative to work with clients, understanding their financial needs and providing impactful solutions. Ideal candidates are customer-focused, motivated, and effective communicators. This full-time role includes...Full time
- State Farm Agent Team Member in Pearl River, LA, seeks an Insurance Account Representative to help customers with insurance and financial service options. You will build relationships, educate clients on products, develop leads, schedule appointments, and work toward sales...Full time
- Senior Universal Banker - Springfield, LA Springfield, LA 70462, USA Job Description Posted Monday, August 31, 2026 at 6:00 AM | Expires Saturday, September 26, 2026 at 5:59 AM At BankPlus, we strive to add value for our employees, customers and shareholders. We are...Work at officeLocal area
- Raymond James Investment Management is seeking an External Wholesaler to independently manage and grow relationships with regional wirehouses and financial advisors. The role emphasizes educating clients, presenting compelling product solutions, and delivering territory...Remote job
- Raymond James is seeking a seasoned wholesaler to cultivate and sustain partnerships with regional wirehouses, financial advisors, and brokers, driving assets and revenue across a defined territory. You will educate advisors on products, develop strategic territory plans...Remote job
- Raymond James seeks a high-autonomy role to create and manage relationships with regional wirehouses and financial advisors to drive revenue from financial products across a territory. Responsibilities include educating advisors, developing wholesaling plans, and delivering...Remote job
- Keesler Federal Credit Union is seeking a Floating Financial Services Representative I to join Retail Operations. The role emphasizes member interviews, account openings, loan applications, and cross-selling products while delivering exceptional service. The position requires...
$500 per month
Keesler Federal Credit Union team membersenjoy competitive salaries and a wide range of benefits, some of which include: Medical, dental, and vision insurance Section 125 Flexible Spending Accounts for Health Care and Dependent Care expenses Employee and Dependent Life...Temporary workWork at officeWork from homeVisa sponsorshipWork visaFlexible hoursNight shift- BankPlus in Springfield, LA seeks a Senior Universal Banker to strengthen customer relationships, recommend banking products, and supervise staff. You will handle deposits, loans, ITM usage, cross-sell services, and educate customers on digital banking. The role requires...Bank staff
$157.98k - $252.77k
Job Description Blue Cross NC is hiring a Director, Enterprise Risk Management to lead the design, execution, and continuous improvement of the organization's enterprise risk management framework. This role is responsible for proactively identifying, assessing, managing...Work at officeLocal areaRemote workFlexible hours2 days per week- JOB SUMMARY AND OBJECTIVEThe Enterprise Risk Management (ERM) Specialist / ERM Program Coordinator supports the Chief Risk Officer in the development, implementation, and ongoing administration of the Bank's Enterprise Risk Management Program. This position serves as a ...
- Bengal Transportation Services, Inc. is seeking a Corporate Safety Director to lead health, safety, environmental, DOT, and risk-management programs company-wide. The role partners with executive and operations leadership, oversees the Safety Department, and represents ...
$50k - $65k
Job Opportunities Use the Government Jobs tab to search through your municipality's employment opportunities. Subscribe to job posting notifications to be automatically alerted of the latest career opportunities by clicking on the Notify Me button. The Assumption Parish...Full timeContract workWork experience placementWork at officeLocal area- Bengal seeks a Corporate Safety Director to lead health, safety, environmental, DOT, risk-management programs across the organization. This senior leader partners with executive and operations leadership, oversees the Safety Department and budget, and represents Bengal ...
- Blue Cross NC is seeking a Director, Enterprise Risk Management to design, execute, and continuously improve the organization's risk framework. You will proactively identify and manage enterprise risks, partnering with executives and boards to embed risk-based thinking ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banker I, Lafayette, IN. Be the first to apply!
Related searches
- investment intern (private equity) Louisiana, MO
- private house and office cleaning Louisiana, MO
- private family Louisiana, MO
- private equity internship summer Louisiana, MO
- private equity intern Louisiana, MO
- private Louisiana, MO
- private banking Louisiana, MO
- private equity sales Louisiana, MO
- private care Louisiana, MO
- director private equity Louisiana, MO

