Private Banker

Capital City Trust Company; Gainesville (FL); Presencial; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase

Discounts on Products and Services

Resumo da oferta

Capital City Bank is seeking a Private Banker to acquire, develop and manage relationships with high-net-worth clients across Florida. The banker will deliver wealth management advice, coordinate banking, trust, insurance and investment solutions, and partner with wealth associates to expand client relationships.

Responsibilities include generating new business, meeting growth goals, and collaborating with attorneys and CPAs.

Qualificações

• Five to ten years as a Private Banker, Wealth Advisor or Financial Planner preferred.
• Strong client relationship and business development capabilities.
• Knowledge of financial planning, estate, and risk management concepts.

Responsabilidades

• Serve as primary relationship manager for banking and credit solutions with wealth and trust partners.
• Develop new business through referrals, centers of influence and events.
• Meet with clients to assess needs via discovery and financial planning.
• Educate clients on estate planning, retirement, portfolio management, and cash management.
• Manage onboarding, documentation and funding for new accounts.
• Coordinate with internal partners to deliver comprehensive wealth services.
• Maintain knowledge of policies, tax and trust law changes affecting clients.
• Travel as required and adhere to vehicle guidelines.

Conhecimentos

Business development

Communication

Organizational skills

Team player

Detail-oriented

Windows/Office familiarity

Formação académica

Bachelor’s degree in finance or related field

CFP designation and Series 7/66 preferred

Ferramentas

Outlook

Excel

Word

Descrição da oferta de emprego

Millhopper Office
4040 N.W. 16th Blvd.
Gainesville, FL 32605, USA

• Full-Time
• Requisition #: PRIVA003672

Description

Private Banker - Capital City Bank - More than your bank. Your banker.

Full Time - M-F 40 hours

General Summary

Capital City Wealth is committed to expanding its services in new and existing markets by having dedicated Private Bankers in high growth areas of Florida and Georgia.

The Private Banker is responsible for acquiring, developing and managing relationships with wealthy and HNW clients. Utilize objective and sound financial planning to provide comprehensive wealth management advice and solutions. Private Banker will manage the banking and credit solutions, and partner with Wealth associates to deliver investment management, trust and insurance solutions.

The Private Banker is responsible for developing new business and promoting Capital City Wealth services. Calls on potential or existing clients to develop new business and increase or retain existing business. Must be able to meet established sales and growth goals. Cultivates and maintains relationships with numerous professionals, to include key members of the estate planning community including attorneys and CPA’s. Maintains an ongoing relationship with existing clients and develops additional business as well as managing the ongoing operational experience for the client. Keeps the organization informed concerning the status of new business accounts in process. Participates in community activities to enhance the position of Capital City Bank.

This position requires the associate to drive on behalf of the Bank and the associate must adhere to Bank's Motor Vehicle Guidelines (may require increased minimum limits and therefore an increase in premiums.)

In compliance with the S.A.F.E. Act, registration in the NMLS Registry is required.

All associates at Capital City Bank, Capital City Wealth, and Capital City Home Loans have access to confidential client information and must practice discretion at all times.

Principal Duties and Responsibilities

• Serves as a primary relationship manager for banking and credit solutions, and partners with Wealth and Trust associates to provide comprehensive wealth, trust and insurance solutions.
• Initiates contacts for developing and closing new business through referrals from clients and Centers of Influence, personal community involvement and from internal partners.
• Meets with prospects and clients to develop deep knowledge of clients’ needs through discovery and financial planning.
• Keeps informed of all changes in CCTC and Wealth policies and is aware of changes and developments in trust law and rulings, taxes, insurance, real estate and other activities that might affect clients or Capital City Bank.
• Serves as key liaison to other areas supporting the management of the relationship.
• Plans and manages the new account on boarding process, including documentation and funding supported by account opening.
• Educates clients including individuals, families, and business leaders on the critical elements of financial planning including estate plans, insurance strategies, portfolio management, retirement planning, and cash management.
• Provides an overview of client reporting and web capabilities to potential new clients.
• Assists on projects related to new business development and strategic planning.

Employer determines the essential functions of the job.

All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT (smile, greet, name, name, thank you) at all times. Associates will consistently follow policies and procedures as established by Capital City Bank, Capital City Wealth, and Capital City Home Loans, with department managers setting the standard.

Associated Duties

• Maintains knowledge and understanding of current economic and investment environments and trends as well as financial and estate planning strategies.
• Leads or participates in divisional efforts to improve efficiencies.
• Serves as coach and mentor, where applicable.
• Provides additional support to manager and department colleagues.
• Completes all assigned/required Bank training within established timelines.

Knowledge, Skills and Abilities (KSAs) Required

The following KSAs are usually acquired through college education with emphasis in investment discipline and/or professional certification and three to five years relevant experience:

• Proven business development experience and service ability required
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent written and verbal communication skills
• Strong organizational skills
• Team player
• Detail-oriented
• Knowledge of Windows technology (Outlook, Excel and Word)
• Series 7 and 66 preferred
• Must adhere to Bank's Motor Vehicle Guidelines.

Education

Bachelor’s degree in finance, economics, business or accounting from an accredited college required. Five to ten years as a Private Banker, Wealth Advisor or Financial Planner with background in management, business administration, and Trust services preferred. Relevant experience may substitute for the education requirement. CFP® designation and Series 7 and 66, a plus.

Working Conditions

• Professional/corporate office environment.
• Frequent travel, after-hour events and generally, more than standard 40 hours per week.
• Driving as required by position.
• In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.

Capital City Bank associates are our greatest asset. We offer the following benefits

• Medical, Dental and Vision
• Life Insurance
• 401(k) with Matching
• Flexible Spending Accounts
• Tuition Assistance
• Stock Purchase
• Discounts on Products and Services

EOE/Protected Veterans/Disabled/Drug Free

The above declarations are not intended to be an “all-inclusive” list of the duties and responsibilities of the job described nor are they intended to be such a listing of the skills and abilities required to do the job. Rather, they are intended only to describe the general nature of the job.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank, Capital City Wealth, and Capital City Home Loans from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time. This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.

Qualifications

Education

Required

Bachelors or better in Finance or related field.

Experience

Required

Please indicate work experience when applying.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.