First Bank & Trust
PrivateBanker
“Private Banker at First Bank & Trust. Skills: manage existing private banking relationships, recruit new high net worth financial relationships, sales, financial services. Manage existing Private Banking relationships and generate new relationships through proactive calling efforts.. Develop customer base through cross-selling products and servicing existing clients, develop new business through interaction with external resources, keep informed of changing market conditions.”
What You'll Achieve.
manage existing private banking relationships; recruit new high net worth financial relationships; generate new relationships through proactive calling efforts; Develop customer base through cross-selling products and servicing existing clients; develop new business through interaction with external resources; further enhance the customer experience; meet customer’s needs
Industry & Context.
resolve inquiries; identify and refer investment opportunities
responding to emails/phone calls outside of normal bank hours and some weekends
What They're Looking For.
Must Have
Bachelor’s Degree, minimum of three (3) years of experience in banking, sales, business, or management, interpersonal communication and sales skills, ability to work independently and with various other departments within the Bank, Superior organizational and administrative skills
Nice to Have
Series 7, Series 66, life insurance, variable annuity licenses
What You'll Do.
Manage existing Private Banking relationships and generate new relationships through proactive calling efforts.
Develop customer base through cross-selling products and servicing existing clients
develop new business through interaction with external resources
keep informed of changing market conditions.
Provide personal attention to Private Banking relationships by responding to needs that arise in a timely fashion.
Consult with customers regarding financial needs
recommends product/solutions
and financial services to meet those needs.
open and service accounts within authorized limits such as checking
credit/loan and identify and refer investment opportunities.
Communicate and coordinate with the Head of the Wealth Management Group on the placement of relationships into trust and/or retail brokerage services.
Facilitate the referral of Private Bank clients to all other financial services the bank offers.
Continually build a network of internal and external sources and resources to further enhance the customer experience and meet customer’s needs.
Act in accordance with FBT policies and procedures as set forth in the employee handbook.
Adhere to compliance procedures and participate in required compliance training.
How You'll Work.
Team & Collaboration
work with various other departments within the Bank; Communicate and coordinate with the Head of the Wealth Management Group on the placement of relationships into trust and/or retail brokerage services.; Continually build a network of internal and external sources and resources
Communication Scope
interpersonal communication; needs-based approach; proactive calling efforts; responding to emails/phone calls outside of normal bank hours and some weekends; Consult with customers regarding financial needs; recommends product/solutions, and financial services to meet those needs; resolve inquiries; Communicate and coordinate with the Head of the Wealth Management Group
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