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Private Banker

Private Banker

Montana StaffingBillings, MT, US
1 day ago
Job type
  • Full-time
Job description

Private Banker Position at Bravera Bank

Bravera Bank is hiring for a Private Banker at Billings, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

POSITION PURPOSE :

The Private Banker role requires a strong understanding of products and services in Retail, Digital Banking, Commercial Lending, Bravera Wealth and Bravera Insurance. This position is responsible for facilitating deposit growth by collaborating with commercial and ag lending teams as well as Wealth and Insurance. Also responsible for cross selling deposit accounts and services to existing and new customers. There will be a strong focus on increasing existing customer relationships.

MEASURES OF SUCCESS :

  • Develops collaborative partnerships with team members, Wealth and Insurance to best serve clients.
  • Executes strategies to build and foster relationships with clients through proactive outreach and follow up, improve customer retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek customer feedback, etc.
  • Contributes to the bank's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.

DUTIES & RESPONSIBILITIES :

  • Assists in the design, development and delivery of solutions that meet the customer's balance sheet management needs while providing expert service and highly personalized interaction.
  • Ensure that active top clients are being identified and actively communicated with.
  • Connects customers across all lines of business of Bravera.
  • Build effective relationships with internal / external stakeholders.
  • Ensures alignment between stakeholders.
  • New Business Development :
  • Proactively acquire new affluent consumer and small business customers, particularly new to bank Deposit Relationships.
  • Proactively develop external networks for referral sources that generate prospects and create visibility in the marketplace.
  • Independently write and present professional quality proposals and respond to formal requests for proposals.
  • Retention and Maintenance of Existing Customers :
  • Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer's financial objectives.
  • Manages the retention and expansion of customer relationships through a contact strategy (outreach and pre-planned appointments) and ongoing review the customer's financial needs.
  • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking options and services that will best meet customers' financial needs and goals.
  • Identify customer needs and goals for business, mortgage, retirement and investment services, then partner closely with partners in those areas.
  • Collaboration with Insurance, Wealth and Digital :
  • Provide information to internal partners to further enhance the customer experience.
  • Identify opportunities to leverage partners and connect customers with the appropriate partner or relationship manager to meet their needs.
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs.

    • ADDITIONAL RESPONSIBILITIES :

  • Provides day-to-day training and support to other employees; may include providing guidance on credit-related issues, specific customer issues and queries, and assistance with operational processes.
  • Performs sales and service support activities to meet customer needs and maintain overall service levels.
  • Collaborate with peers, and mentor junior team members, as part of a team to ensure delivery of superior customer service.
  • Negotiates appropriate and profitable pricing using discretion where required to build a portfolio.
  • Develops rapport and instills confidence with the customer to develop credibility and earn their trust.
  • Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information.
  • Fully understand and adhere to current banking regulations, policies, and procedures related to digital banking compliance and overall safety and soundness.
  • Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees and organizations.
  • The employee will adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer.

    • SUPERVISORY RESPONSIBILITIES : None.

    QUALIFICATIONS (KNOWLEDGE, SKILLS AND ABILITIES) :

  • Experience using strong business acumen to work with high income / high net worth clients and complex business relationships
  • Well networked in respective market or willingness to develop the network
  • Exceptional cross-functional collaboration & team skills; with a focus on cross-group collaboration
  • In-depth knowledge of Personal and Commercial credit and non-credit products
  • In-depth sales and customer service skills
  • In-depth business development skills with successful track record
  • Strong knowledge of Private Wealth products and services
  • Ability to lead in-depth planning conversations
  • Expert relationship management skills
  • Experience :
  • Education : Secondary education in Business, Finance, or a related field preferred
  • 5+ years of customer service experience or equivalent demonstrated through one or a combination of the following : work experience, training, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services
  • Prefer 3-5 years Retail or Business Banking experience; 1-2 years digital banking experience; 1-2 years of business development experience or a combination

    • Location Billings, MT

    Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement.

    Our Values :

  • Give and earn trust. We support and empower one another to earn trust through accountable performance.
  • Learn, teach and mentor. We are a learning organization that invests in growth and development.
  • Collaborate and innovate. We work together to drive continuous improvement to enhance your experience.
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    Banker • Billings, MT, US

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