Talent.com
Private Banker III

Private Banker III

Busey BankPhoenix, AZ, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Position Summary

The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates loan fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships.

Duties & Responsibilities

  • Develop Private Banking deposit and loan relationships with qualifying new and existing clients; refer clients to internal business partners as applicable.
  • Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
  • Drive deposit growth and wealth management opportunities.
  • Leverage centers of influence and develop new relationships through prospecting and building community networks at local events.
  • Ensure all loans adhere to the credit / financial requirements for quality and compliance as determined by the Bank's Loan Policy.
  • Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
  • Proactively monitor current Private Banking portfolios.
  • Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
  • Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy.
  • Analyze, synthesize and communicate complex financial data.
  • Monitor renewals and maturities as well as gather updated documents from clients.
  • Order inspections, review / budget, administer draw and funding process for Private Banking construction loans.
  • Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction.
  • Collaborate with the Digital Banking team to open new and service existing client accounts.

Education & Experience

Knowledge of :

  • Private Banking loan and deposit products and services.
  • Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
  • Experience in consumer and commercial lending preferred including but not limited to : HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
  • Strong financial analysis and credit underwriting skills.
  • Ability to analyze and understand personal financial statements and tax returns.
  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
  • High Level of Retail and Business Banking customers and trends
  • Ability to :

  • Make independent decisions
  • Analyze and interpret numerical data
  • Perform duties and make decisions under frequent time pressures
  • Education and Training :

  • Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
  • 5-8 years of banking or management experience required
  • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
  • Requires knowledge of Microsoft Office.
  • Compensation and Benefits

    Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

    Base Pay Range : $145,000.00 - $175,000.00 annually

    Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

    Equal Opportunity

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.

    Unsolicited Resumes

    Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

    serp_jobs.job_alerts.create_a_job

    Private Banker • Phoenix, AZ, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Sales Representative - Rewarding Work

    Sales Representative - Rewarding Work

    EchoStarMARICOPA, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    Vaco by HighspringRio Verde, Arizona, United States
    serp_jobs.job_card.permanent
    Vaco is seeking a Financial Analyst for a growing organization located in Tempe, Arizona!.What stands out about this role?. Attractive Benefits & Flexibility.Robust benefits program, Hybrid flexibil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Licensed Marriage & Family Therapist

    Licensed Marriage & Family Therapist

    LifeStance HealthMaricopa, AZ, US
    serp_jobs.job_card.full_time +1
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Branch Relationship Banker (Personal Banker) - Biltmore / Phoenix (AZ)

    Branch Relationship Banker (Personal Banker) - Biltmore / Phoenix (AZ)

    BankTalent HQPhoenix, AZ, United States
    serp_jobs.job_card.full_time
    At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Relationship Manager, Private Equity

    Relationship Manager, Private Equity

    VirtualVocationsGilbert, Arizona, United States
    serp_jobs.job_card.full_time
    A company is looking for a Relationship Manager for their Global Private Equity Practice.Key Responsibilities Build and support relationships with key Private Equity Partners Develop and impleme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Border Patrol Agent

    Border Patrol Agent

    U.S. Customs and Border ProtectionCoolidge, AZ, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Call Center Sales Representative

    Call Center Sales Representative

    EchoStarMARICOPA, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Sales Representative (Base + Uncapped Commission)

    Sales Representative (Base + Uncapped Commission)

    EchoStarMARICOPA, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Special Agent, $40,000 Recruitment Incentive

    Special Agent, $40,000 Recruitment Incentive

    The United States Secret ServiceFountain Hills, AZ, United States
    serp_jobs.job_card.full_time
    Recruitment Incentive : Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive detail...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Controller

    Controller

    Vaco by HighspringFountain Hills, Arizona, United States
    serp_jobs.job_card.permanent
    Vaco has partnered with a rapidly growing company to hire their next Controller.This is a high-impact role leading the accounting team and overseeing all core accounting operations.You’ll be instru...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

    Branch Relationship Banker (Personal Banker) - Central Avenue / Phoenix (AZ)

    BankTalent HQPhoenix, AZ, United States
    serp_jobs.job_card.full_time
    At National Bank of Arizona, we're a community of professionals with relationships at our core.We strive to promote an engaging environment with accessible leadership and on-going employee developm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Personal Banker I or II (DOE)

    Personal Banker I or II (DOE)

    OneAZ Credit UnionGlendale, AZ, United States
    serp_jobs.job_card.full_time
    At OneAZ Credit Union, our success is measured only by yours.We're here to create lasting change in the lives of our members, our communities, and our team. If you're looking for a career with purpo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Inbound Sales Representative - Entry Level

    Inbound Sales Representative - Entry Level

    EchoStarCASA GRANDE, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Relationship Banker II - 43rd & Peoria

    Relationship Banker II - 43rd & Peoria

    Vantage West Credit UnionGlendale, AZ, United States
    serp_jobs.job_card.full_time
    Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all bran...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Inbound Sales Representative - Paid Training Provided

    Inbound Sales Representative - Paid Training Provided

    EchoStarCASA GRANDE, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Inbound Sales Representative - Training Provided

    Inbound Sales Representative - Training Provided

    EchoStarMARICOPA, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Inbound Sales Representative

    Inbound Sales Representative

    EchoStarMARICOPA, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Inbound Sales Representative - Uncapped Commission

    Inbound Sales Representative - Uncapped Commission

    EchoStarCASA GRANDE, Arizona, United States
    serp_jobs.job_card.full_time
    Paid full-time training provided!.This role is on-site at 350 N McClintock Dr, Chandler, Arizona 85226.EchoStar is reimagining the future of connectivity. Our business reach spans satellite televisi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours