Private Banker II

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

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Long-term disability

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health saving accounts

Flexible spending accounts

Job summary

Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions.

You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional client experience, building long-term relationships through proactive service and expert product knowledge. A bachelor’s degree with accounting/finance exposure is preferred, with 3–5 years banking experience expected.

Qualifications

• Bachelor’s degree with exposure to Accounting or Finance courses.
• 3–5 years of banking or management experience required.
• Strong sales and client service skills.
• Wealth Management Services including Investments, banking and trust concepts.
• Ability to make independent decisions and analyze data.

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.
• Collaborate with the Digital Banking team to open new and service existing client accounts.
• Monitor renewals and maturities as well as gather updated documents from clients.

Skills

Relationship building

Sales

Client service

Communication skills

Wealth management

Education

Bachelor's degree

Accounting exposure

Finance exposure

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
• Ability to: Analyze and interpret numerical data
• Ability to: 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

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.

• 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
• employee assistance program
• pre-tax health savings accounts
• 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.

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 extraordinary 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. Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas. We strive to place talent applicants in positions that fit both their skillset and career goals. As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth! 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 extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment. Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities—while delivering meaningful value to shareholders.