Private Banker - Grow High-Net-Worth Relationships in Lancaster

F And M Trust

Lancaster (Lancaster County)

Sur place

USD 90 000 - 140 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Medical insurance
401(k) with company match
Uncapped incentive
Paid time off
Professional development opportunities

Résumé du poste

F&M Trust in Lancaster County seeks an experienced Private Banker to grow and deepen relationships with high-net-worth individuals, professionals, and business owners. You will act as a trusted advisor, connecting clients with banking, lending, wealth management, mortgage, and treasury solutions while delivering a high-touch client experience.

You will help expand our Private Banking presence across Greater Lancaster County, collaborating with partners across Commercial Banking, Wealth

Qualifications

  • Three+ years in banking, private banking, wealth management, or related financial services.
  • Proven sales and business development success, with ability to self-generate leads in a developing market.
  • Strong relationship-building and networking skills.
  • Established connections within the Lancaster County community.

Responsabilités

  • Develop and manage relationships with high-net-worth clients and centers of influence.
  • Generate new business through networking, referrals, community involvement, and proactive development efforts.
  • Deliver customized deposit, lending, and financial solutions based on client 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.

Connaissances

Networking
Relationship-building
Sales
Business development
Client advisory

Description du poste

F&M Trust in Lancaster County seeks an experienced Private Banker to grow and deepen relationships with high-net-worth individuals, professionals, and business owners. You will act as a trusted advisor, connecting clients with banking, lending, wealth management, mortgage, and treasury solutions while delivering a high-touch client experience.

You will help expand our Private Banking presence across Greater Lancaster County, collaborating with partners across Commercial Banking, Wealth

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