Private Banker II

2 weeks ago


Philadelphia, Pennsylvania, United States S and T Bank Full time
Job Summary

We are seeking a highly skilled Private Banker II to join our team at S and T Bank. As a Private Banker II, you will be responsible for performing business development activities for high net worth clients, focusing on loans, deposits, and Assets Under Management (AUM).

Key Responsibilities

• Identify potential high net worth prospects by working with Commercial, Consumer Banking, Retail Mortgage, and Wealth Management partners.
• Enhance the sales/client experience in Private Banking.
• Understand the financial markets and their impact on clients.
• Demonstrate a strong understanding of banking, credit/underwriting, and investment products.

Requirements

• 10 years of general business experience and 5-10 years of experience selling financial products to the high net worth segment.
• Measurable proven track record of financial product sales: consumer loans, wealth management solutions, and deposit products to high net worth individuals.
• Established network of strong connections with Centers of Influence (COI) to generate solid referral opportunities.
• Credit, underwriting, sales, and demonstrated leadership experience preferred.

Physical Demands

• Operates a keypad device: 20% of the day.
• Operates electronic equipment: 5% of the day.
• Operates office equipment: 10% of the day.

Education

• Requires a four-year college degree or equivalent, in Business Administration, Accounting, or Finance preferred.
• CFP, Series 7, and Series 66 preferred.
• Prior NMLS registration preferred required upon placement.
• Formal credit training preferred.

Equal Opportunity Employer

S and T Bank is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
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