Private Banker

4 months ago

Phoenix, United States Alerus Full time
Position Summary:
The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio. Key responsibilities include business development and retention, credit analysis and underwriting, collateral management, risk management, community involvement, partnering with financial services and other business lines in cross-sell and referral activities, and ensuring the assigned portfolio is in compliance with all applicable standards, policies, procedures and regulatory requirements.

Essential Responsibilities:

  • Develop, manage and retain full-service relationships with high-net-worth private banking clients.
  • Drive and promote sales for all Private Banking deposit and lending products (interview potential clients, determine their financial needs, and facilitate the sale of appropriate bank products and services).
  • Serve as a key connector to internal business partners to serve clients entire balance sheet with a focus on credit and banking solutions.
  • Effectively grow high net worth clients by earning trust, understanding client needs and providing proactive advice through an exceptional client experience.
  • Provide customized banking solutions based on the needs of the client.
  • Partner with Credit Underwriting/Closing team to facilitate approval or denial of lending opportunities.
  • Participate in end-to-end sales process, primarily through regular client engagement, to help identify loan and business opportunities.
  • Proactively manage banking relationships across the organization to generate revenue growth.
  • Develop deep internal partnerships to drive new client acquisition and to provide interdisciplinary expertise to clients when needed.
  • Meet established sales and growth goals.
  • Represent Alerus in community organizations and activities.
  • Assume responsibility for career growth and development. Actively pursue continuing education and self-development to enhance skills.
  • Be flexible and adaptive when faced with the changing needs of the customer.
  • Build solid working relationships with team members, acting as a resource for others whenever possible.
  • Productively participate in company and department meetings.
  • Foster a positive work environment and support co-workers in the achievement of department goals.
Position Requirements:
Qualifications:
  • Bachelor's degree or equivalent experience; Finance, Business or similar focus preferred.
  • 2-5 years of experience in a financial institution, with a focus on private banking or working with high net-worth clients.
  • Demonstrated experience in client acquisition and retention.
  • Strong communication and problem-solving skills.
  • Self-motivated and able to work independently.
  • Ability to exercise independent judgement and decision making.
Personal Characteristics:
  • Positive client-centric attitude.
  • Self-starter who is willing to take on challenges and learn new skills and technologies.
  • Excellent interpersonal skills, team-oriented and a collaborative work style.
  • Adaptable, flexible, organized, and able to multi-task and meet deadlines.
  • Treat all co-workers with professionalism and respect.
  • Recognize and celebrate individual and team accomplishments.
Physical Demands - Must be met with or without a reasonable accommodation:
  • Extended periods of time sitting at a desk and using office equipment.
  • Ability to operate a personal computer/laptop for approximately 8 hours per day.
  • Extended time is spent reviewing physical and electronic documents.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.


Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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