Elite Private Banker II — Greater Indianapolis Market

1st Source Bank; Indianapolis (IN); On-site; USD 70,000 - 110,000; Full time

Job summary

1st Source Bank in Indianapolis, IN is seeking a Private Banker II to coordinate and develop a full range of private banking services for high net-worth individuals in the Greater Indianapolis market. The role emphasizes relationship management, sales, and delivering compliant financial solutions, with travel to all locations as needed and a focus on exceptional customer service.

The position requires strong communication, Microsoft Word/Excel skills, and a Bachelor's degree preference.

Qualifications

• Establishes relationships to provide for their financial needs.
• Ensures quality customer service on assigned accounts.
• Analyzes credit and financial information for recommending other financial services.

Responsibilities

• Coordinate and develop banking activities to provide a full range of private banking services for high net-worth individuals.
• Maintain strong client relationships and proactive communication to drive opportunities.
• Ensure compliance training and regulatory requirements are met.

Skills

Relationship management

Sales

Communication

MS Office

Multitasking

Interpersonal skills

Education

Bachelor's degree

Tools

MS Office

Job description

1st Source Bank in Indianapolis, IN is seeking a Private Banker II to coordinate and develop a full range of private banking services for high net-worth individuals in the Greater Indianapolis market. The role emphasizes relationship management, sales, and delivering compliant financial solutions, with travel to all locations as needed and a focus on exceptional customer service.

The position requires strong communication, Microsoft Word/Excel skills, and a Bachelor's degree preference.