Private Client Banker
$52,000–$79,996 year
On-site · Bellbrook, Ohio, United States
Bellbrook, Ohio, United StatesOn-siteFull Time$52,000–$79,996 yearMid LevelHigh School Or EquivalentEnterprise
Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise
Job Summary
Advise high-net-worth clients on financial wellness, identify investment and insurance opportunities, build and maintain client relationships, and collaborate with internal partners to provide tailored private-banking solutions.
Required Qualifications
- High School Diploma , GED, or equivalent experience (required) or Bachelor's Degree (preferred)
- FINRA License S6 Upon Hire (required)
- FINRA License S63 Upon Hire (required)
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- Life and Health Insurance Licenses Upon Hire (required)
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence. (required)
- Working knowledge of PCs (MS Windows and Office Products) (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms (required)
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