You haven't searched anything yet.
Job Title: Wealth Management Private Banker
Reports To: Regional Director, United Community Wealth
Direct Reports: N/A
Salary Grade: 12
SUMMARY
Private Banker is responsible for acquiring, maintaining, and expanding high value client relationships. Consult with clients regarding their financial needs and provide full-service banking and wealth management services to them through the coordination of a team of wealth management professionals. Continually build a network of internal and external sources to acquire new client relationships and to further enhance the client experience.
EDUCATION AND EXPERIENCE REQUIREMENTS
JOB FUNCTIONS
WORK ENVIRONMENT
UCB Branch Office (Orlando, FL, Ponte Vedra, FL)
POSITION TYPE
This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.
TRAVEL
This position requires up to 10% travel.
OTHER
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notification.
Full Time
$58k-87k (estimate)
09/09/2024
11/08/2024
unitedcommunitybank.com
LAKE PARK, IA
25 - 50
1931
KRISTY MILLS
$10M - $50M
United Community Bank with locations in Milford, Okoboji, Hartley, Ocheyedan and Lake Park, Iowa offers full service banking to the communities they serve.