Private Banker II, Fort Wayne, IN

Private Banker II, Fort Wayne, IN

Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.

Essential Requirements :

• Establishes relationships to provide for their financial needs.
• Ensures quality customer service on assigned accounts.
• Analyzes credit and financial information of customers as a basis for recommending other financial services.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Non-Essential Functions : Performs all other duties as assigned.

Experience / Skills :

Education : Bachelor's Degree preferred.

Travel Requirements : Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, etc.

Physical Demands : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and / or move up to 10 pounds.

Equipment : MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.