Private Banker

GTE Financial; Tampa (FL); Hybrid; USD 70,000 - 110,000; Full time

Job summary

GTE Financial is seeking a Private Banker to originate and manage a portfolio of commercial and private loans, deposits, and investments in Downtown Tampa. The role emphasizes holistic financial planning and a relationship-driven approach to enhance members' financial lives.

Ideal candidates hold a Bachelor's in business or finance, with 2+ years in Private Banking or Wealth Management and 3+ years in fast-paced financial services.

Qualifications

• Bachelor's degree in business, Finance, or related field required.
• Minimum two years of Private Banking or Wealth Management experience.
• Minimum 3 years in a fast-paced financial service and sales environment with proven portfolio growth and client retention.

Responsibilities

• Originate and manage portfolios of affluent members, including commercial and personal loans, deposits, and investments.
• Present the Private Bank Relationship Program to targeted groups in the community.
• Lead and participate in client relationship building with Investment Services and Member Business Services teams.
• Cross-sell and refer through CRM tracking to drive growth while maintaining asset quality.

Skills

Relationship management

Business development

Analytical skills

Communication skills

Bilingual English/Spanish

Education

Bachelor's degree in business, Finance, or related field

Tools

CRM systems

MS Office

Job description

Come join our GTE Financial team! We are looking for a trusted financial professional with a track record of success and the desire to help businesses achieve their financial goals using a holistic financial planning-based approach. The Private Banker is responsible for originating and managing a portfolio of commercial and private loans, deposits, and investments. The overall objective is to maintain and increase its asset quality, and to develop new and existing select credit union relationships to obtain their primary financial relationship. The Private Banker role at GTE is specifically designed to partner with our affluent members one-on-one with the primary focus to enhance our members' financial lives and solidify long-term relationships with the Credit Union.

Relationship Management & Business Development:

• Business development focus as an individual producer originating, managing, and growing portfolios of affluent members, including commercial and personal loans, deposits, and investments.
• Presents the Private Bank Relationship Program to targeted groups in the community.
• Active leadership in community organizations and activities to promote brand awareness of GTE and Private Bank Relationship services.
• Demonstrates expert ability and knowledge in leading and participating in client relationship building in collaboration with the Investment Services and Member Business Services teams.
• Leverage other credit union resources to support the development of our Private Bank Relationship Program.

Service Quality:

• Provide the highest quality of service to all members; promptly address member concerns and/or elevate to leadership when appropriate.
• Listen to members and recommend options that best fit their needs, cross-selling and making referrals when appropriate, using the online tracking and CRM systems.
• Actively participate in programs and procedures that drive deposit, loan, and investment growth.
• Experience required with building and deepening relationships with customers, providing expert guidance and financial advice using a goals-based, relationship-driven approach.
• Excellent communication skills, both written and oral.
• Strong analytical and quantitative skills.
• Ability to adapt to a rapidly changing business and technology environment.

Operations:

• Strong proficiency in Microsoft Office, including Word, Excel, and PowerPoint, and proprietary software and databases.
• Advanced knowledge of deposit, loan, and investment products.
• Exhibit strong ethical standards, ensuring the integrity of GTE Financial's member relationships.
• Bilingual preferred (English/Spanish).
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.

Required Qualifications:

• Bachelor's degree in business, Finance, or related field required.
• Minimum two years of experience in Private Banking or Wealth Management (or equivalent relationship management role).
• Minimum 3 years of experience in a fast-paced, high-volume financial service and sales environment with proven success in portfolio growth and client retention.

Position Details:

Location: Downtown Tampa - GTE Headquarters

Department Hours: Monday - Friday - 9:00 am to 6:00 pm

Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects.

This position is classified as hybrid and may be modified by management at any time, with advance notice provided whenever possible. Employees are required to maintain a consistent onsite work schedule and report to the Headquarters a minimum of two days per week.

Required for Hybrid Work: A quiet workplace so you can focus on delivering excellent service to our members. Some positions will require performance standards to be met to qualify for alternative work arrangements.

Required to have power and high-speed internet over 100MB (minimum). Video capability (connection of 1.5 Mbps up and down recommended). Candidates must provide and meet all technical requirements prior to the first day of training. Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed.

Why GTE?

• Total Rewards - Competitive pay, robust insurance, wellness programs, retirement plans, generous time off.
• Career Growth - Tuition assistance, leadership development, certifications, and ongoing learning.
• Work-Life Balance - Flexible schedules and benefits that support your well-being.
• Community Impact - We actively invest in local charities and volunteer efforts.
• Purpose-Driven Work - Help deliver financial solutions that truly make a difference.

Additional Information:

GTE Financial is an Equal Opportunity Employer.

Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at any discretion of the employer.

GTE is proud to be recognized as one of America's Greatest Workplaces for Midsize Companies and a Most Loved Workplace by Newsweek, one of the Best Credit Unions to Work for by American Banker, a top workplace by both the Tampa Bay Business Journal and Tampa Bay Times, and one of the Best Places to Work for Women by Best Companies Group. These honors highlight our award-winning culture, employee experience, and commitment to members. Join a team that's bold, impactful, and nationally recognized.