Private Banker

Webster Bank is seeking a skilled Private Banker to join our team. As a Private Banker, you will be responsible for managing and developing a portfolio of client relationships within our target segments.

You will act as the single point of contact for a select group of affluent clients, listening and understanding their needs and recommending banking and wealth solutions to help them meet their financial goals.

This is an exciting opportunity to grow your career in the financial services industry and experience a high-performing, team-oriented environment.

• Identify and solicit clients using referrals, personal contacts, centers of influence, and existing clients.
• Act as single point of contact for a select group of affluent clients using the CURES discovery process.
• Develop and maintain a Private Banking book of business through an extensive network of business contacts.
• Utilize lead calling lists and track individual and Banking Center activities and sales achievement on Webster's CRM tool.
• Develop comprehensive and personalized banking solutions and strategies to meet the needs of clients.
• Support Business and Private Banking in growing, retaining, and deepening client relationships.
• Maximize team profitability by working to enhance sales skills and product knowledge in the Banking Center.
• Ensure compliance with all policies, procedures, and regulatory requirements and manage operational risks.

• At least 6 years of financial services industry experience in one or a combination of the following areas: corporate, consumer, mortgage, investments, brokerage, or private banking.
• Demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Ability to work a flexible and/or rotating schedule.
• Proficiency in sales and service techniques, including telemarketing consulting, prospecting, and networking.
• Investment sales experience strongly preferred.
• Extensive practical knowledge of Microsoft Office suite.