Private Banker II

3 days ago


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

We are seeking a highly skilled and experienced 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.

Key Responsibilities
  • Identify and develop relationships with high net worth clients, understanding their financial goals and objectives.
  • Work with clients to create customized financial plans, recommending investment, deposit, and lending options.
  • Collaborate with line of business partners to achieve high net worth clients' financial goals.
  • Maintain a robust network of centers of influence to generate referrals.
  • Perform ongoing analysis of client accounts to ensure alignment with client goals and bank profitability.
  • Coordinate meetings with clients to discuss financial goals and objectives, recommending products and services from multiple business lines.
Requirements
  • Four-year college degree or equivalent in Business Administration, Accounting, or Finance.
  • Five to ten years of experience selling financial products to high net worth clients.
  • Measurable proven track record of financial product sales, including consumer loans, wealth management solutions, and deposit products.
  • Credit, underwriting, sales, and leadership experience preferred.
Physical Demands

The successful candidate will be required to operate a keypad device, electronic equipment, and office equipment, with occasional lifting and/or moving up to 30 lbs. Travel for business development and training is expected up to 50% of the time.

Equal Opportunity Employer

S and T Bank is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.


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