Private Banking Business Development

Job Description

Job Description

Leader Bank is looking for exceptionally dedicated team members to join one of the region’s fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become of the most successful banks in Massachusetts with more than $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.

Exemplary products and an innovative spirit have driven Leader Bank’s rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.

Summary

Leader Bank is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

We recognize that our competitive advantage starts with our people and our culture. At Leader Bank, we work hard and move quickly as a very coordinated team, if you are looking for an opportunity to grow and contribute in a fun, fast-paced environment. Leader Bank is seeking highly qualified individual who has an existing client base of high-net-worth private banking clients and enjoys acquiring and providing a full complement of services to well qualified clients.

Essential Duties

• Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits.
• The individual will acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives.
• The successful candidate must also be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.
• Build and maintain close relationships with clients and business partners.
• Educate and present prospects, clients and partners on the benefits offered.
• Provide concierge service experience to clients, including but not limited to; responding quickly to client and partner inquiries, providing financial guidance and develop personalized banking solutions for high-net worth clients and business partners.
• Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business.
• Identify potential business opportunities through external referral sources.
• Must work well individually and as a team to create strategies and marketing opportunities to help promote the brand.

Skills

Requirements Include

Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance; and the opportunity to work for a fast growing, local organization. Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer.

Leader Bank, N.A. does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status or any other protected class.