Private Client Manager

2 months ago

Urbana, United States BankTalent HQ Full time
Position Summary
The Private Client Manager is responsible for prospecting and developing relationships with high net worth individuals. This position will identify opportunities to benefit these clients by leveraging relationships across all areas of the Bank. This role will report to either the Regional or Market President.

Duties & Responsibilities

* You are responsible for providing an exceptional client experience by offering advised solutions and Busey partner referrals that deepen client relationships through the following;

  • Ensuring proposed products and services maximize the clients' needs, goals, and objectives.
  • Leveraging centers of influence and developing new relationships through prospecting and building community networks.
  • Pursue and close on leads for those who qualify for recognition as private clients.
  • Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction.


Education & Experience

*

Knowledge of:
  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
  • High Level of Retail and Business Banking customers and trends


Ability to:
  • Make independent decisions
  • Analyze and interpret numerical data
  • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
  • Perform duties and make decisions under frequent time pressures


Education and Training:
  • Bachelor's degree is preferred; High School diploma required.
  • Two or more years of banking or management experience at a financial institution preferred; demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners required.
  • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
  • Requires knowledge of Microsoft Office.


Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

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