Private Banker - Anaheim, CA

As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach.

The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience.

This role also can manage investments accounts for members based on Investment guidelines.

The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.

This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience.

Securities and FINRA licensing are required.

The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.

Essential Responsibilities :

• Comprehensive Relationship Management – Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using a proactive, consultative approach.
• Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey.
• As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach.
• The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience.
• This role also can manage investments accounts for members based on Investment guidelines.
• The Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.
• This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience.
• Securities and FINRA licensing are required.
• The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.
• Advice-Based Banking – Deliver tailored financial and investment solutions using an advice-based approach, ensuring recommendations align with member goals.
• Proactive Financial Needs Assessment – Identify life events and evolving financial needs to recommend appropriate financial solutions.
• Product and Service Expertise – Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
• Mentorship and Leadership – Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success.
• Cross-Selling and Financial Growth – Promote the credit union’s objectives by cross-selling products and services, contributing to branch growth.
• Provide regular updates to the Private Banking Program Manager on performance metrics.
• Regulatory Compliance and Documentation – Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
• Member Education and Technology Adoption – Educate members on digital and online banking solutions to enhance convenience and financial literacy.
• Business Development and Member Engagement – Represent Partners at business development events, expos, and seminars.
• Acquire new memberships and follow up with targeted outreach.
• Investment and Partnership Guidelines Approximately 75% of time is dedicated to banking products and services, with 25% focused on investment opportunities in partnership with the Partners Wealth Management Advisor.
• Specific investment thresholds require joint meetings with members, the Advisor, and the Private Banker.
• The Guided Wealth Portfolio (GWP) is the only investment product the Private Banker may sell independently.
• All investment-related activities must comply with regulatory standards and Partners Wealth Management policies.

Knowledge & Skills Education Level :

Current FINRA certifications and licenses include SIE, and Series 6 Certifications, Licenses, Registrations, etc. :

Other Training, Technical Skills or Knowledge :

Abilities and Behaviors :

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