Licensed Private Client Banker

The Private Client Banker role focuses on managing a client relationship with up to $2M in investable assets, delivering plan-based financial advice, and referring appropriate investment and insurance products across Retail, Key Investment Services, Private Bank, Mortgage, and Business Banking. Responsibilities include gathering client data, presenting customized financial wellness recommendations, opening consumer and business accounts, developing partnerships to deepen client relationships, maintaining knowledge of private client offerings, ensuring regulatory compliance, and supporting branch operations. The role emphasizes building a referral pipeline, prospecting, in-person client meetings, and contributing to the client’s financial well-being through tailored financial planning and advice. The position requires extensive knowledge of financial products, strong sales and service capabilities, and collaboration with internal partners; weekend accountability is noted as part of some schedules.