Talent.com
Private Banker III
Private Banker IIIBusey Bank • Denver, CO, United States
Private Banker III

Private Banker III

Busey Bank • Denver, CO, United States
30+ days ago
Job type
  • Full-time
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 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 : $135,000 - $175,000)

    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.

    Create a job alert for this search

    Private Banker • Denver, CO, United States

    Related jobs
    Middle Market Banking - Portfolio Manager II

    Middle Market Banking - Portfolio Manager II

    NBH Bank • Greenwood Village, CO, United States
    Full-time
    Common sense has never been common.If it were, the world would be a different place.Things would run smoothly and on time. People would do what they say and say what they do.Everything would be fair...Show more
    Last updated: 26 days ago • Promoted
    Personal Banker I

    Personal Banker I

    UMB Financial Corporation • Arvada, CO, United States
    Full-time
    UMB are experts at building customer relationships and recommending and selling products and services.Personal Bankers use their product knowledge and every interaction to identify needs and offer ...Show more
    Last updated: 27 days ago • Promoted
    Teller - Lafayette

    Teller - Lafayette

    PNC Financial Services Group • Lafayette, CO, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 15 days ago • Promoted
    Relationship Banker

    Relationship Banker

    Colorado Staffing • Denver, CO, US
    Full-time
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...Show more
    Last updated: 1 day ago • Promoted
    Personal Banker

    Personal Banker

    Dickinson Financial Corporation • Thornton, CO, United States
    Full-time
    Personal Bankers are enthusiastic / self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind.Personal Bankers achieve t...Show more
    Last updated: 27 days ago • Promoted
    Teller - Lafayette

    Teller - Lafayette

    PNC • Lafayette, CO, United States
    Full-time +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show more
    Last updated: 19 days ago • Promoted
    Personal Banker I

    Personal Banker I

    UMB Bank • Arvada, CO, United States
    Full-time
    UMB are experts at building customer relationships and recommending and selling products and services.Personal Bankers use their product knowledge and every interaction to identify needs and offer ...Show more
    Last updated: 27 days ago • Promoted
    Teller

    Teller

    KeyCorp • Littleton, CO, US
    Full-time
    Location : 2950 W Belleview Avenue - Littleton, Colorado 80123.Job Summary : Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.As a Teller, you...Show more
    Last updated: 8 days ago • Promoted
    Teller II

    Teller II

    First Interstate Bancsystem Inc • Lafayette, CO, United States
    Full-time
    If you are a current FIB employee, please apply through the Career Worklet in the.This position is located at our Lafayette, CO Northpark Dr branch. We know your career is just one aspect of a meani...Show more
    Last updated: 16 days ago • Promoted
    Teller II

    Teller II

    First Interstate • Lafayette, CO, United States
    Full-time
    If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at our Lafayette, CO Northpark Dr branch. We know your career is just one a...Show more
    Last updated: 15 days ago • Promoted
    Director II, Finance Ground Systems & Services

    Director II, Finance Ground Systems & Services

    BAE Systems • Broomfield, CO, US
    Full-time
    BAE Systems is hiring a Director II Finance to support our Space and Mission Systems (SMS) Sector Ground Systems & Services (GSS) Business Unit. This role is a key role within the SMS Finance Lead...Show more
    Last updated: 8 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Switchboard Hiring • Broomfield, CO, United States
    Full-time
    Switchboard is seeking a Portfolio Manager on behalf of our client, Elevations Credit Union.In this role, you’ll manage the ongoing needs of existing commercial loans—renewals, annual reviews, docu...Show more
    Last updated: 10 days ago • Promoted
    Personal Banker - Vista Ridge Branch Erie, CO

    Personal Banker - Vista Ridge Branch Erie, CO

    First National Bank of Omaha • Erie, CO, United States
    Full-time +1
    At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.At Fi...Show more
    Last updated: 19 days ago • Promoted
    Commercial Banker

    Commercial Banker

    First Citizens Bank • Westminster, CO, United States
    Full-time
    What sets First Citizens apart?.Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our trad...Show more
    Last updated: 27 days ago • Promoted
    Personal Banker

    Personal Banker

    Key Bank • Castle Pines, CO, United States
    Full-time
    Lagae Road - Castle Pines, Colorado 80108.Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper convers...Show more
    Last updated: 16 days ago • Promoted
    Account Manager, II

    Account Manager, II

    Carrington • Denver, CO, United States
    Full-time
    Come join our amazing team and work Remote !.Provides processing and sales support for loan applications received from Wholesale Loan Brokers. Works with assigned Account Executives and Brokers to f...Show more
    Last updated: 11 days ago • Promoted
    Personal Banker I

    Personal Banker I

    UMB • Erie, CO, US
    Full-time
    Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to ident...Show more
    Last updated: 30+ days ago • Promoted
    Business Banker or Business Banker Senior (Depending on experience)

    Business Banker or Business Banker Senior (Depending on experience)

    Ent Credit Union • Broomfield, CO, United States
    Full-time
    Ent Credit Union exists to improve the financial quality of life of the people we serve.This mission drives us every day, but we are more than our mission. We're also individuals using our unique ab...Show more
    Last updated: 14 days ago • Promoted