Private Banker OR

Overview Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This client-facing role targets affluent individuals, business owners, and trusted advisors. You will deliver customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You will have autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience with strong earning potential and long-term career advancement. Salary Range: $160,000 - $210,000+ / Year DOE Responsibilities Develop new client relationships and enhance existing ones through proactive outreach Engage with referral sources, including CPAs and attorneys, to expand business opportunities Track and manage client data using Salesforce to ensure effective follow-up and relationship management Respond promptly to client needs and inquiries, facilitating timely solutions Conduct business development activities to identify and pursue new opportunities Requirements 7+ years of experience in two or fewer banks, unless demonstrating proven strategic growth Track record of generating $15 million in new loans, $10-15 million in new deposits, and $200-300k in yearly fee income Conversational understanding of credit, with the ability to lend up to $50 million for specific entities Minimum Bachelor\'s degree is required Proficiency in Salesforce or similar software and advanced Excel skills Experience in high-end banking, preferably in private wealth management Strong social acumen and ability to engage effectively with clients Series 6 or Series 7 certification is preferred Benefits Medical benefits with eligibility details provided by HR 401k plan with a 3% employer match Generous paid time off policy, including four weeks of PTO and potential for a fifth week All standard banking holidays plus a float day If you are a Private Banker looking to take the next step in your career, apply now! #J-18808-Ljbffr Boutique Recruiting