Private Banker

1 week ago

Loves Park, United States Northwest Bank of Rockford Full time

**_Organization Overview:_**

Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee. Holdings of the Foresight Financial Group, Inc. include German American State Bank located in German Valley, Pecatonica, Belvidere and Winnebago; State Bank of Davis; State Bank located in Freeport and Bradley; Lena State Bank located in Lena; Northwest Bank located in Rockford, Loves Park and Machesney Park; and State Bank of Herscher located in Herscher and Kankakee.

**_
Position Summary:_**

The Private Banker is responsible for developing new and existing client relationships by providing unparalleled service complimented by a customized suite of products that fit the client’s needs for C-Suite Executives, Business Owners, high net-worth clients, and Professionals.

**_
Primary Responsibilities:_**
- Provide financial consulting to high net-worth customers, defining financial goals and developing financial plans.
- Establish a reputation of execution and excellence by gaining confidence of banking team.
- Manage and maintain client relationshjps by earning trust, thoroughly understanding client needs, providing targeted advice, and solutions to fit the clients’ financial needs.
- Generate and develop relationships with new private banking customers.
- Maintain and grow relationships and portfolio with existing private banking customers.
- Take a collaborative approach to providing first-class experience to clients.
- Connect clients across lines of business to deepen customer relationships.
- Meet yearly deposit and loan goals.
- Actively network within the community.
- 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._

**_
Competencies:_**

Business Development: Utilizes networking, product and industry knowledge and customer service skills to achieve and exceed approved budget; proactively initiates new contacts; Uses persistence and persuasion to overcome objections; Upholds highest level of customer satisfaction; Maintains accurate records and submits needed information promptly.

Communicator: Superior written and oral communication skills. Intuitively assess and anticipate communication needs.

Business Acumen/

Financial Management: Understands business implications of decisions; Displays orientation to

profitability; Demonstrates knowledge of market and competition; Aligns work

with strategic goals.

Customer Service: Champions superior treatment of customers by responding promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments; and manages difficult or emotional customer situations.

Technical: Fluency in Jack Henry, loan platform systems or similar financial industry technology, Microsoft 365 and Office (Teams, SharePoint, Word, Excel and PowerPoint). Knowledge of banking products, services, policies, procedures and regulations.

**_ Position Performance Standards:_**

Meet annual targets for deposit and loan goals.

Actively participate in community-based activities and company customer events within the company markets as defined annually.

**_
Performance Weightings:_**

50% Competencies

50% Position Performance Standards and Personal Goals

**_
Qualifications:_**

Bachelor degree or equivalent experience in related field Minimum 2-5 years working at a financial institution where success was evident in building client relationships and growing a portfolio of deposits and loans.

  • Private Banker

    1 week ago

    Loves Park, Illinois, United States Northwest Bank of Rockford Full time

    _Organization Overview:_Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee. Holdings of the Foresight Financial Group, Inc. include German American State Bank located in German...

  • Private Banker

    1 month ago

    Loves Park, United States Northwest Bank of Rockford Full time

    Job DescriptionJob DescriptionOrganization Overview:Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee. Holdings of the Foresight Financial Group, Inc. include German American...

  • Private Banker

    3 weeks ago

    Loves Park, United States Northwest Bank of Rockford Full time

    Job DescriptionJob DescriptionOrganization Overview:Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson and Kankakee. Holdings of the Foresight Financial Group, Inc. include German American...

  • Private Banker

    1 month ago

    Valley Park, Missouri, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Private...

  • Private Banker

    3 weeks ago

    Valley Park, Missouri, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.We invite you to view the opportunity below.As a Private...

  • Private Banker

    3 weeks ago

    St Louis Park, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. As a...

  • Private Banker

    3 weeks ago

    St Louis Park, United States Associated Bank - Corp Full time

    At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you. We invite you to view the opportunity below. As a...

  • Relationship Banker

    3 weeks ago

    Brooklyn Park, Minnesota, United States Old National Bank Full time

    Relationship BankerJob LocationsUS-MN-St Paul ParkCategory/FunctionRetail Banking CenterPosition TypeRegular Full-TimeRequisition ID Workplace TypeOn SiteOverviewOld National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner,...

  • Relationship Banker

    1 month ago

    Brooklyn Park, Minnesota, United States Old National Bank Full time

    Relationship BankerJob LocationsUS-MN-St Paul ParkCategory/FunctionRetail Banking CenterPosition TypeRegular Full-TimeRequisition ID Workplace TypeOn SiteOverviewOld National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner,...

  • Teller Retail Banker

    3 weeks ago

    College Park, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Teller Retail Banker

    3 weeks ago

    College Park, United States Woodforest National Bank Full time

    Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering...

  • Relationship Banker

    1 month ago

    Saint Paul Park, United States Old National Bank Full time

    Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities...

  • Relationship Banker

    3 weeks ago

    Saint Paul Park, United States Old National Bank Full time

    Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities...

  • Personal Banker

    2 weeks ago

    Overland Park, United States CrossFirst Bank Full time

    Overview: The Personal Banker provides extraordinary service to the Banks clients. This position requires a high level of accuracy to comply with regulatory requirements and minimize risk. Responsibilities: Perform personal banking transactions for clients, such as deposits, withdrawals and transfers. Possess a clear understanding of features and benefits...

  • Community Mortgage Banker

    7 days ago

    University Park, United States BOK Financial Full time

    Req ID: 74789 Location: Dallas -DAL, Fort Worth -FTWT Areas of Interest: Mortgage Banking; Mortgage Operations; Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 06/11/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services...

  • Associate Banker

    2 months ago

    Monterey Park, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Personal Banker

    3 weeks ago

    Orland Park, United States First American Bank Full time

    **Job Description**: First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our...

  • Associate Personal Banker

    6 days ago

    Evergreen Park, United States First American Bank Full time

    **Job Description**: First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our...

  • Associate Personal Banker

    1 week ago

    Evergreen Park, United States First American Bank Full time

    Job Description: First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our...

  • Sourcing Associate

    1 month ago

    Menlo Park, United States Carter Pierce Full time

    Our client is a tech-focused Private Equity firm based in the San Francisco Bay Area making control buyout investments. Our client is actively recruiting for a Sourcing Associate to join their team. The role offers unique exposure to private equity investing as the Sourcing Associate is responsible for assisting the team with deal origination, market...