Private Banker

CFBank; Columbus (OH); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Career advancement opportunities

Excellent benefits package

Accelerated 401k plan with employer 50

Employee banking products and direct**

Employee Assistance Program

Collaborative environment

Job summary

CFBank seeks a full-time relationship banker in Columbus to build and expand a private banking and small business client base. You will partner across lines of business to deliver tailored banking solutions and drive growth through personalized, high-touch service.

You will engage with clients directly, understanding their needs, managing the client journey, and collaborating with mortgage and commercial teams to maximize cross-sell opportunities in a boutique banking environment.

Qualifications

• Excellent interpersonal and communication skills.
• Proven success in cross-selling and building client relationships.
• Strong digital proficiency with banking software platforms.

Responsibilities

• Drive business growth by identifying and expanding client relationships.
• Act as strategic connector across business lines to deliver cross-sell opportunities.
• Deliver exceptional customer service and manage client journeys end-to-end.
• Serve as trusted advisor, leveraging knowledge of banking products and compliance.
• Handle deposits, withdrawals, loan servicing, account openings/closings, and IRAs/HSAs.
• Participate in audits, risk assessments, and ongoing process improvements.

Skills

Interpersonal skills

Communication skills

Cross-selling experience

Digital proficiency

Organizational skills

Job description

Job Details

Job Location: Columbus Polaris - Columbus, OH 43240

Position Type: Full Time

About CFBank

We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.

About the role

Unlike traditional retail banks, our boutique banking model emphases relationship-building over transactional retail sales. Your success is measured through growing your own book of business and successfully partnering across the organization to support the growth of CFBank, NOT through widgets. You are more than a number; you are the face of the Bank and a valuable contributor to our success.

You’ll focus on establishing strong connections with small businesses, nonprofit organizations, and private banking clients, while delivering highly personalized service, facilitated by direct access to decision-makers and a collaborative culture that encourages partnership across all lines of business.

This position provides a distinctive opportunity to participate in an entrepreneurial environment. In this role, you will engage directly with clients, gaining a deep understanding of their needs and delivering customized banking solutions. Achieving success in this role means proactively growing new private banking and small business relationships while also actively participating in collaborative calling efforts and cross-selling activities with line of business partners in Mortgage and Commercial sales.

What you’ll do:

• Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling.
• Serve as a strategic connector across business lines to deliver seamless cross-sell opportunities and deliver a Boutique client experience for both new and existing customers.
• Champion outstanding customer service by managing the client journey end-to-end, collaborating with internal teams to ensure timely and effective solutions to client needs.
• Act as a trusted advisor for both colleagues and clients, leveraging deep expertise in banking best practices, CFBank’s suite of solutions, and up-to-date compliance standards.
• Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions (IRAs, HSAs), utilizing digital tools and adhering to operational and compliance protocols.
• Support a culture of compliance and operational excellence by participating in audits, risk assessments, and continuous improvement initiatives.
• Uphold the highest standards for data privacy and security, strictly following internal protocols to safeguard client information at all times.

Desired Qualifications:

• Representation of our Boutique Banking promise, through a consistently polished, positive, and professional presence.
• Exceptional interpersonal and communication skills, with the ability to build strong internal and external relationships that are accretive to our culture.
• Demonstrated success in product expertise and cross-selling, with a proven ability to recommend tailored solutions that drive business results through new business development.
• Strong digital proficiency, including the ability to quickly learn and adapt to a variety of banking software platforms and technology tools.
• Superior organizational skills, with a demonstrated ability to effectively manage multiple priorities and adapt in a fast-paced environment.

What We Offer:

• Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team.
• Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
• “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
• Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
• Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources
• One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared succes

CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.