What are the responsibilities and job description for the Private Banker position at Community First Bank of Indiana?
At Community First Bank of Indiana (CFB) we set our intentions to serve and give our best to others each day. Our mission? We partner with you to build a better future. Ready to get started?
As part of our team, you’ll be empowered through the bank’s investment in employee education to continuously grow as a professional. We invite you to join our team of trusted, local bankers that leave our communities saying, “We’ve never been treated like that by a bank.” CFB is proud to have been named a Best Place to Work in Indiana for 8 consecutive years by the Indiana Chamber of Commerce. And, we’re always looking for the best and brightest to join our team!
Benefits:
- Health, Dental, Vision Insurance
- Bank Paid Life Insurance
- Paid Short-Term & Long-Term Disability
- Generous Matching 401(k) Retirement Plan
- 4 weeks of Paid Time Off (immediate accrual)
- Purchased Paid Time Off
- Access to Earned Wages
- Wellness Program
- Competitive Salary
- Tuition Reimbursement
- Paid Holidays and 3 Float days
- Maternity/Paternity paid leave
- Annual bonus eligibility
- Community Service Projects
Position: Private Banker
Objective: We are seeking a dedicated Private Banker to join our team. This role involves working closely with all areas of the financial institution, including collaborating with advisors in our Wealth Management team. Private Banker will provide personalized banking services to high-net-worth clients, ensuring exceptional customer service and satisfaction.
Classification: This is a Full-Time exempt position and reports to the Investment Department Manager.
Job Location: Howard, Hamilton, and Marion County
Essential Functions of a Private Banker:
- Develop and maintain strong relationships with high-net-worth clients.
- Provide personalized banking services, including account management, lending, and financial planning.
- Collaborate with Wealth Management advisors to support clients’ comprehensive financial needs.
- Assist clients with banking transactions, such as deposits, withdrawals, and transfers.
- Conduct regular reviews of clients’ financial situations and provide tailored recommendations.
- Ensure compliance with all banking regulations and internal policies.
- Coordinate with various departments to meet clients’ needs and enhance service delivery.
- Address and resolve client inquiries and issues promptly and professionally.
- Network with potential clients and industry professionals to expand the client base and promote the bank’s services.
- Attend industry events, conferences, and seminars to stay updated on market trends and build professional relationships.
Other Duties:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Qualifications:
- A bachelor’s degree is preferred; however, candidates with experience in a financial role or strong sales experience are also encouraged to apply.
- Excellent interpersonal and communication skills.
- High level of professionalism and confidentiality.
- Ability to work collaboratively with different teams within the institution.
Preferred Skills:
- Experience working with high-net-worth clients.
- Strong problem-solving and analytical skills.
- Familiarity with wealth management services and products.
- Proven ability to network and build professional relationships.
CFB provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
