Private Banker

Boutique Recruiting; Portland (OR); On-site; USD 160,000 - 210,000; Full time

Benefits offered by this job

Medical benefits

401k match

PTO + float day

Holidays & float day

Job summary

Boutique Recruiting partners with a leading Western U.S. financial institution seeking a Private Banker to serve affluent clients and business owners with customized banking, lending, and wealth management solutions.

You’ll build a portfolio, cultivate referral partnerships, and deliver exceptional client experiences with autonomy and earning potential. In this client-facing role, you’ll manage loans, treasury needs, and trust/estate planning while leveraging a collaborative team of specialists.

Qualifications

• Minimum 7+ years in banking with private wealth experience.
• Proven ability to generate loans and deposits targets.
• Bachelor's degree; Series 6/7 preferred.
• Proficient in Salesforce and advanced Excel.

Responsibilities

• Develop new client relationships and enhance existing ones through proactive outreach.
• Engage with referral sources to expand business opportunities.
• Track and manage client data using Salesforce for effective follow-up.
• Respond promptly to client needs and facilitate timely solutions.

Skills

Relationship management

Networking

Communication

Financial acumen

Education

Bachelor's degree

Series 6/7 certification preferred

Tools

Salesforce

Excel

Job description

Position Title:Private Banker

We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity to work with affluent individuals, business owners, and trusted advisors while delivering customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You'll have the autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience, all while enjoying outstanding earning potential and long-term career advancement.

This client-facing role is designed for a high-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as manage loans and treasury management needs. This position emphasizes a streamlined and efficient process, ensuring clients receive exceptional service.

Salary Range:$160,000 - $210,000+ / Year DOE

Responsibilities:

• Develop new client relationships and enhance existing ones through proactive outreach
• Engage with referral sources, including CPAs and attorneys, to expand business opportunities
• Track and manage client data using Salesforce to ensure effective follow-up and relationship management
• Respond promptly to client needs and inquiries, facilitating timely solutions
• Conduct business development activities to identify and pursue new opportunities

Requirements:

• 7+ years of experience in two or fewer banks, unless demonstrating proven strategic growth
• Track record of generating $15 million in new loans, $10-15 million in new deposits, and $200-300k in yearly fee income
• Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
• Minimum Bachelor's degree is required
• Proficiency in Salesforce or similar software and advanced Excel skills
• Experience in high-end banking, preferably in private wealth management
• Strong social acumen and ability to engage effectively with clients
• Series 6 or Series 7 certification is preferred

Benefits:

• Medical benefits with eligibility details provided by HR
• 401k plan with a 3% employer match
• Generous paid time off policy, including four weeks of PTO and potential for a fifth week
• All standard banking holidays plus a float day