Private Banker III

Busey Bank; Tulsa (OK); Sur place; USD 127 000 - 168 000; Plein temps

Avantages offerts par ce poste

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Health savings accounts

Flexible spending accounts

Résumé du poste

Busey Bank seeks a Private Banker II to actively cultivate high-net-worth client relationships, manage deposits, loans, and wealth services. You will prospect, build community connections, and collaborate with internal partners to deepen client engagement.

Responsibilities include analyzing client needs, structuring loans, and delivering exceptional service with expert product knowledge. A banking background and strong credit skills are required.

Qualifications

• Bachelor's degree with exposure to Accounting or Finance.

Responsabilités

• Develop Private Banking deposit, wealth and loan relationships with qualifying new and existing 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.
• Drive deposit growth and wealth management opportunities.
• Leverage centers of influence and develop new relationships through prospecting and community events.
• Ensure loans comply with the Bank Loan Policy and monitor risk accordingly.
• Open and service client accounts with Digital Banking collaboration.

Connaissances

Relationship building

Financial analysis

Credit underwriting

Sales skills

Communication skills

Formation

Bachelor's degree in Accounting or Finance

Advanced degree or continuing education preferred

NMLS registration

Outils

Microsoft Office

Description du poste

Position Summary

The Private Banker II actively seeks out and cultivates new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships.

Duties & Responsibilities

• Develop Private Banking deposit, wealth and loan relationships with qualifying new and existing 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.
• Drive deposit growth and wealth management opportunities.
• Leverage centers of influence and develop new relationships through prospecting and building community networks at local events.
• Support the Bank’s strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
• Ensure all loans adhere to the credit/financial requirements for quality and compliance as determined by the Bank’s Loan Policy.
• Proactively monitor current Private Banking portfolios.
• Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
• Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with Loan Policy.
• Analyze, synthesize and communicate complex financial data.
• Monitor renewals and maturities as well as gather updated documents from clients.
• Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction.
• Collaborate with Digital Banking team to open new & service existing client accounts.

Education & Experience

Knowledge of: Private Banking loan and deposit products and services. Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients. Experience in consumer and commercial lending preferred including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc. Strong financial analysis and credit underwriting skills. Ability to analyze and understand personal financial statements and tax returns. 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 of 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. 5-8 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: $127,000- $168,000/year)

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
• long-term disability
• supplemental voluntary life insurance
• short-term and long-term disability

• 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 extraordinary 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.