Job Description
Start your career with Heritage Federal Credit Union! Join our Heritage Federal Credit Union team as a
Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.
The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet members' financial needs. Supports standards for managing a net portfolio to ensure compliance with credit union regulations, policies and procedures, credit quality, and credit policy requirements.
What you'll do:
- Build and maintain business relationships with targeted high-value and high net worth clients.
- Serve as members' primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides the best in class.
- Make member-focused recommendations and provide high-value product solutions.
- Finalize, help structure, and close deals with a high rate of success.
- Fully understand the member's profile, financial status, and financial goals to ensure the product and service offerings are in the customer's best interest.
- Educate members directly or with internal staff about financial strategies, products, and services that will meet or exceed their needs.
- Prospect for clients by sourcing and building own pipeline of clients/opportunities.
- Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
What we're looking for:
- Bachelor's degree, or equivalent work experience
- Minimum of 3 years of successful sales/client service experience of higher net worth clients.
- Previous sales experience with full-service financial institution helpful.
- Excellent interviewing, communication, and public relations skills.
- Strong networking and business development skills.
- Strong analytical and financial skills.
- Dependable, punctual, and able to retain confidential information.
About Heritage Federal Credit Union Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE
Job Tags
Work experience placement,