Licensed Private Client Banker

Licensed Private Client Banker responsibilities include managing the entire client relationship with a plan-based financial advice approach, delivering and referring financial solutions to clients with up to $2M in investable assets, gathering and documenting client data, and developing a referral pipeline with internal and external partners. The role requires in-depth knowledge of private client products and services, collaboration with branch teammates and line of business partners, opening personal and business accounts, ensuring compliance, and supporting branch operations. The position emphasizes building trusted client relationships, conducting effective financial wellness conversations, identifying opportunities for investment and insurance products, and achieving sales and referral goals through structured prospecting and meaningful client interactions. The posting notes the need to work Saturdays as directed by management and to adhere to company policies and code of conduct.