Private Client Relationship Manager

Job Requirements Private Client Relationship Manager - Full Time (40 hrs/week) Location 327 North 17th Avenue, Wausau, WI, 54401, United States Employee Type FT Regular Exempt Contact Information Name: brittney bierman Email: View email address on click.appcast.io Description We know what you’re thinking. "What kind of name is IncredibleBank?" Well, we’re glad you asked. With a name like IncredibleBank, we have a lot to live up to. Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!). A promise that we strive to be incredible in everything we do. A promise that will help our customers, fellow team members, and our communities to do the incredible. At IncredibleBank, we’re all about ICE. What’s ICE? ICE stands for Incredible Customer Experience™ (that’s right - an experience so good and so important we trademarked it). ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking. Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today. So - how can you help us live up to our name? About the Role The Private Banker is responsible for developing, managing, and expanding relationships with high-net-worth and affluent clients by delivering integrated banking solutions through exceptional service, responsiveness, and trusted advice. This role supports multiple lines of business, including deposit growth, credit solutions, cash management, residential lending, and investment and wealth management services. The Private Banker serves as a trusted advisor, coordinating across banking, lending, mortgage, and wealth management teams to meet client needs while achieving individual and Team Performance Goals. Team Performance Goals. Duties And Responsibilities May Include Duties And Responsibilities Develop, manage, and grow a portfolio of affluent and high-net-worth individuals, families, and closely held businesses by understanding their financial goals and delivering solutions that deepen relationships and drive long-term growth. Maintain a comprehensive understanding of account opening, account maintenance, deposit products, digital banking services, and routine transaction processing to deliver personalized, efficient service that meets each client’s unique needs and expectations. Manage portfolio performance with accountability for client retention, profitability, relationship growth, and the delivery of an exceptional client experience. Develop and execute regular relationship plans that align client needs with bank solutions to expand relationships, increase balances, strengthen retention, and improve profitability while supporting long-term portfolio growth and client retention. Act as the central point of coordination across Commercial Banking, Consumer Banking, Mortgage, Treasury Management, and Wealth Management teams to deliver integrated solutions and a seamless client experience. Identify client borrowing needs and facilitate referrals to appropriate lending partners to support financing objectives and strengthen the relationship. Conduct banking activities in accordance with internal policies, regulatory requirements, and sound risk management practices to protect clients, safeguard the bank, and maintain its reputation. Represent the bank at community, civic, and professional events to enhance brand visibility, cultivate referral sources, and identify new business opportunities. Achieve established goals related to deposit growth, fee income, and overall relationship profitability to support portfolio performance and organizational growth. Participate in audits, exams, and internal reviews as required to support regulatory readiness and continuous improvement. This is a regul r full-time, salaried exempt position, averaging approximately 40 hours/week. Schedule may vary between the hours of 8:00 am to 5:30 pm CDT Monday through Friday. This position will work on-site at our IncredibleBank branch location on 17th Avenue in Wausau, WI. Frequent travel will be required based on business and/or customer needs. About You You do what is right over what is easy. You don’t settle for good enough. You’re driven to learn and grow. You recognize your impact on the customer experience, regardless of your role. Those attributes are just a few things our incredible employees have in common. And, we’d be so excited to learn a little more about you and discuss your interest in joining our team! Recommended and Preferred Qualifications Bachelor’s degree in Business, Finance, Economics, or related field preferred. 5+ years related experience and/or training in retail banking, private banking, wealth management, or a related financial services role, required or equivalent combination of education and experience in related financial roles. Demonstrated success managing client relationships and meeting production goals across banking products. Strong relationship management and consultative sales skills. Broad knowledge of deposit products and credit solutions. Excellent communication, interpersonal and presentation skills. High level of professionalism, discretion, and ethical judgment. Ability to work collaboratively in a team-oriented, community bank culture. Strong organizational skills with attention to detail and follow-through. Experience with CRM and core banking systems. Ability to utilize reporting tools and bank technology platforms to support client relationship management and business development activities. Benefits and Compensation Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we’re willing to discuss up front. And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays. Check out our total rewards package at: About the Company IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. And we may have strong roots in community banking, but IncredibleBank wasn’t awarded as one of America’s Most Innovative Banks by the Independent Community Bankers of America for our popcorn Fridays. Though we do love free popcorn... We strive to stay on the leading edge of banking technology with the goal providing the best, simplest way for our customers across the country to do their banking. But if our customers need us, they can pick up the phone and talk to a real person. And that’s what makes us America’s first national online community bank. And who doesn’t love the idea of a national community? Today, IncredibleBank is a $2.0 billion-asset institution that has grown to 17 brick-and-mortar locations with customers in all 50 states. But we know that as an employer, it’s less about size than it is about culture. That’s why we’re especially proud to have been certified as a Great Place to Work. Learn more about our Great Place To Work Engagement Results Here PI286934698 #J-18808-Ljbffr IncredibleBank