Private Client Banker (New Build) - Lakeville- Lakeville, MN
On-site · Lakeville, Minnesota, United States
Job Summary
Private Client Banker in Lakeville, MN focuses on managing affluent clients' banking relationships with an advice-based approach, collaborating with Specialists to address specialized needs, guiding clients to self-service options, and ensuring compliance with banking regulations. The role seeks proven relationship-building in financial services, client acquisition, and revenue generation, with readiness to meet regulatory licensing and ongoing compliance requirements. Strong communication, collaboration, and commitment to long-term client service are valued.
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
- Compliance with Dodd Frank/Truth in Lending Act*
- High school degree, GED, or foreign equivalent
- Ability to work branch hours, including weekends and some evenings
- College degree or military equivalent
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