Private Client Banker - (New Build) Central Durham - Durham, NC
On-site · Durham, North Carolina, United States
Job Summary
Owns end-to-end banking relationships for affluent clients in the Private Client Banking segment, advising on products and services and coordinating with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to meet complex financial needs. Drives growth by actively soliciting referrals, educating clients, and enabling 24/7 self-service access while ensuring compliance with banking regulations and internal policies. Requires strong relationship-building, proactive advisory skills, and excellent communication; typical schedule includes branch hours with some evenings and weekends.
Required Qualifications
- 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
- Compliance with Dodd Frank/Truth in Lending Act*
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.