Private Banker

Private Banker

Position Type Full Time

About CFBank:

We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.

About the Role:

Unlike traditional retail banks, our boutique banking model emphases relationship-building over transactional retail sales. Your success is measured through growing your own book of business and successfully partnering across the organization to support the growth of CFBank, NOT through widgets. You are more than a number; you are the face of the Bank and a valuable contributor to our success.

You'll focus on establishing strong connections with small businesses, nonprofit organizations, and private banking clients, while delivering highly personalized service, facilitated by direct access to decision-makers and a collaborative culture that encourages partnership across all lines of business.

This position provides a distinctive opportunity to participate in an entrepreneurial environment. In this role, you will engage directly with clients, gaining a deep understanding of their needs and delivering customized banking solutions. Achieving success in this role means proactively growing new private banking and small business relationships while also actively participating in collaborative calling efforts and cross-selling activities with line of business partners in Mortgage and Commercial sales.

What You'll Do:

• Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling.
• Serve as a strategic connector across business lines to deliver seamless cross-sell opportunities and deliver a Boutique client experience for both new and existing customers.
• Champion outstanding customer service by managing the client journey end-to-end, collaborating with internal teams to ensure timely and effective solutions to client needs.
• Act as a trusted advisor for both colleagues and clients, leveraging deep expertise in banking best practices, CFBank's suite of solutions, and up-to-date compliance standards.
• Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions (IRAs, HSAs), utilizing digital tools and adhering to operational and compliance protocols.
• Support a culture of compliance and operational excellence by participating in audits, risk assessments, and continuous improvement initiatives.
• Uphold the highest standards for data privacy and security, strictly following internal protocols to safeguard client information at all times.

Desired Qualifications:

• Representation of our Boutique Banking promise, through a consistently polished, positive, and professional presence.
• Exceptional interpersonal and communication skills, with the ability to build strong internal and external relationships that are accretive to our culture.
• Demonstrated success in product expertise and cross-selling, with a proven ability to recommend tailored solutions that drive business results through new business development.
• Strong digital proficiency, including the ability to quickly learn and adapt to a variety of banking software platforms and technology tools.
• Superior organizational skills, with a demonstrated ability to effectively manage multiple priorities and adapt in a fast-paced environment.

What We Offer:

• Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team.
• Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
• "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
• Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
• Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources
• One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.