Private Client Banker - Trade and Tryon - Charlotte, NC
On-site · Charlotte, North Carolina, United States
Job Summary
Private Client Banker in Charlotte, NC: serve as the main contact for a select group of affluent clients, manage banking relationships with an advice-based approach, collaborate with Private Client Advisors and Mortgage/Business Relationship Managers to connect clients with specialists, promote self-service access, and ensure regulatory compliance. Responsibilities emphasize acquiring and deepening client relationships, soliciting referrals, and delivering tailored financial education and product recommendations. Required experience includes 1+ year in branch banking or equivalent, success in new client acquisition, and relevant licenses/registrations; the role also involves adherence to Dodd-Frank/Truth in Lending Act, possible weekend/evening hours, and ongoing NMLS/Safe Act requirements. Preferred background includes excellent communication, college degree or military equivalent, and a long-term career orientation within the firm.
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
- High school degree, GED, or foreign equivalent
- SIE exam, FINRA Series 6/7, state registration (63 or 66 if required) and Life licenses required or must be completed within 180 days
- Compliance with Dodd Frank/Truth in Lending Act
- NMLS registration and SAFE Act compliance
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