Private Banker

F&M Trust; Lancaster (Lancaster County); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

Uncapped incentive opportunity

Paid time off and paid bank holidays

401(k) with company match

Paid life insurance

Short-term disability

Long-term disability

Ongoing training and professional dev.

Zusammenfassung

F&M Trust in Lancaster, PA seeks a Private Banker to grow relationships with high-net-worth individuals and professionals. You will deliver personalized deposit, lending, wealth management, and treasury solutions, building trusted advisor relationships and a high-touch client experience.

You will collaborate with Wealth Management, Commercial Banking, Mortgage, and Retail teams to expand market presence in Greater Lancaster County, while meeting production targets and delivering tailored

Qualifikationen

• At least three years of banking, private banking, commercial banking, wealth management, or related financial services experience.
• Proven sales and business development success, including the ability to self-generate leads and build new relationships in a developing market.
• Strong relationship-building and networking skills.
• Established connections within the Lancaster County community.
• Ability to work independently, make sound business decisions, and manage complex client relationships.
• Commitment to community involvement and professional engagement.
• High level of integrity, professionalism, and client focus.

Aufgaben

• Develop and manage relationships with high-net-worth clients and centers of influence.
• Generate new business through networking, referrals, community involvement, and proactive business development efforts.
• Deliver customized deposit, lending, and financial solutions based on each client's needs.
• Partner with Wealth Management, Commercial Banking, Treasury Management, Mortgage, and Retail Banking professionals to provide comprehensive solutions.
• Build credibility and visibility within the Lancaster County community.
• Meet production goals related to deposits, wealth referrals, lending, credit cards, mortgage referrals and relationship growth.
• Maintain a high-touch service model that delivers exceptional client experience.

Kenntnisse

Relationship building

Networking

Sales

Wealth management knowledge

Independence

Community involvement

Jobbeschreibung

Private Banker | Relationship Management & Business Development | Lancaster County

About F&m Trust

For more than 120 years, F&M Trust has helped individuals, families, businesses, and communities achieve their financial goals through relationship-driven banking and trusted advice. As our recently launched Private Banking program continues to gain momentum and deliver results, we are investing in the next phase of growth by expanding our presence in the Greater Lancaster County market.

This is an exciting opportunity for an experienced banking professional to help grow a successful and expanding Private Banking program while building meaningful relationships throughout one of the region's most dynamic markets.

About The Role

The Private Banker is responsible for acquiring, growing, and deepening relationships with high-net-worth individuals, professionals, business owners, and their families through a personalized, consultative approach.

You will serve as a trusted advisor, connecting clients with banking, lending, wealth management, mortgage, treasury, and other financial solutions while delivering a high-touch experience tailored to their unique goals.

This role offers the opportunity to help strengthen F&M Trust's Private Banking presence throughout Greater Lancaster County, with continued investment and additional market resources planned to support long-term growth.

What You Will Do

• Develop and manage relationships with high-net-worth clients and centers of influence.
• Generate new business through networking, referrals, community involvement, and proactive business development efforts.
• Deliver customized deposit, lending, and financial solutions based on each client's needs.
• Partner with Wealth Management, Commercial Banking, Treasury Management, Mortgage, and Retail Banking professionals to provide comprehensive solutions.
• Build credibility and visibility within the Lancaster County community.
• Meet production goals related to deposits, wealth referrals, lending, credit cards, mortgage referrals and relationship growth.
• Maintain a high-touch service model that delivers exceptional client experience.

Minimum Qualifications

WHAT WE ARE LOOKING FOR

• At least three years of banking, private banking, commercial banking, wealth management, or related financial services experience.
• Proven sales and business development success, including the ability to self-generate leads and build new relationships in a developing market.
• Strong relationship-building and networking skills.
• Established connections within the Lancaster County community.
• Ability to work independently, make sound business decisions, and manage complex client relationships.
• Commitment to community involvement and professional engagement.
• High level of integrity, professionalism, and client focus.

Preferred Qualifications

• Experience in multiple areas of banking, such as retail banking, commercial banking, lending, wealth management, or treasury services.
• Knowledge of lending, wealth management, and financial planning services.
• Banking industry education.
• Existing relationships with affluent clients, business owners, professionals, and community leaders.
• Leadership roles within nonprofit, civic, or community organizations.

WHY JOIN F&M TRUST?

• Opportunity to help expand an already successful Private Banking program into a growing market.
• Significant opportunity to develop market share throughout Greater Lancaster County.
• Uncapped incentive earning potential tied directly to production and results.
• Strong support from experienced partners across Commercial Banking, Wealth Management, Treasury Management, Mortgage, and Retail Banking.
• Consultative sales culture focused on advice and relationship building, not transactional selling.
• Established community bank with more than 120 years of history, a strong reputation, and a deep commitment to supporting local communities.

Comprehensive Benefits Include

• Medical, dental, and vision insurance
• Uncapped incentive opportunity
• Paid time off and paid bank holidays
• 401(k) with company match
• Paid life insurance, short-term disability, and long-term disability
• Ongoing training and professional development opportunities
• And much more

Professionals with experience in the following roles may find this opportunity especially appealing:

• Private Banker
• Private Banking Advisor
• Wealth Advisor
• Senior Relationship Advisor
• Business Banker
• Commercial Lender
• Commercial Relationship Manager
• Treasury Relationship Manager
• Branch Manager
• Community Bank Manager
• Financial Center Manager
• Retail Branch Manager

F&M Trust is an Equal Opportunity Employer - Disability/Vet