Private Banker II

Busey; Dallas (TX); On-site; USD 105,000 - 140,000; Full time

Job summary

Busey in Dallas seeks a Private Banker II to build and actively manage a portfolio of high-net-worth personal and business deposit, wealth management and loan relationships. You will engage internal partners to identify cross-sell opportunities and nurture long-term client relationships with accuracy and integrity.

Responsibilities include pursuing leads, driving deposit growth, delivering advised solutions, and coordinating with Digital Banking to open and service accounts while maintaining

Qualifications

• Bachelor’s degree with accounting or finance exposure is required (advanced degree preferred).
• 3-5 years of banking or management experience.
• NMLS registration required if mortgage rates are discussed; ensure active registration.
• Proficient in Microsoft Office.

Responsibilities

• Pursue and close leads for Private Clients; refer clients to internal partners as applicable.
• Provide an exceptional client experience with advised solutions and referrals.
• Develop new relationships through prospecting and community networks.
• Drive deposit growth and wealth management opportunities.
• Collaborate with Digital Banking to open and service client accounts.

Skills

Relationship building

Oral and written communication

Sales and client service

Wealth management concepts

Retail and business banking knowledge

Education

Bachelor’s degree with accounting or finance exposure

Advanced degree or continuing education preferred

Job description

Position Summary

The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.

Duties & Responsibilities

• Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
• Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
• Leverage centers of influence and develop new relationships through prospecting and building community networks.
• Drive deposit growth and wealth management opportunities.
• Support the Bank’s strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
• Monitor renewals and maturities as well as gather updated documents from clients.
• Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.
• Collaborate with the Digital Banking team to open new and service existing client accounts.

Education & Experience

Knowledge Of

• Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
• Strong oral and written communication skills
• Strong sales and client service skills
• Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
• High Level Retail and Business Banking customers and trends

Ability To

• Make independent decisions
• Analyze and interpret numerical data
• Perform duties and make decisions under frequent time pressures

Education And Training

• Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
• 3-5 years of banking or management experience required
• Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
• Requires knowledge of Microsoft Office.

Compensation And Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $105,000 - $140,000)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being now and in the years to come are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.