Private Banker III

Busey-Bank-2; Tulsa (OK); On-site; USD 127,000 - 168,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Medical, dental, vision

Job summary

Busey Bank is seeking a Private Banker II to grow deposit, wealth and loan relationships with high-net-worth clients. You will prospect, build community networks and deliver tailored financial solutions while maintaining excellent service standards.

The role emphasizes strong credit underwriting, portfolio monitoring and collaboration with internal partners to maximize profitability. A bachelor’s degree in accounting or finance is required, with a preference for an advanced degree.

Qualifications

• Bachelor’s degree in Accounting or Finance; advanced degree preferred.
• Experience in consumer and commercial lending is a plus.
• Strong financial analysis and credit underwriting skills.

Responsibilities

• Develop Private Banking deposit, wealth and loan relationships with new and existing clients.
• Provide exceptional client experience with advised solutions and referrals.
• Drive deposit growth and wealth management opportunities; cross-sell products and services.

Skills

Relationship building

Financial analysis

Credit underwriting

Tax return analysis

Communication

Sales & client service

Wealth management knowledge

Microsoft Office

Education

Bachelor’s in Accounting or Finance

Advanced degree preferred

Tools

Microsoft Office

Job description

Position SummaryThe 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 & ResponsibilitiesDevelop 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 & ExperienceKnowledge 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 skillsStrong sales and client service skillsWealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate proceduresHigh Level of Retail and Business Banking customers and trendsAbility to:Make independent decisionsAnalyze and interpret numerical dataPerform duties and make decisions under frequent time pressuresEducation 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 requiredPursuant 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 BenefitsSalary 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 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 OpportunityBusey 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 ResumesBusey 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.