Private Banker, Northwest Indiana

1st Source Bank; Crown Point (IN); On-site; USD 120,000 - 180,000; Full time

Job summary

1st Source Bank seeks a seasoned Private Banking professional to coordinate and develop private banking services for high-net-worth individuals in Northwest Indiana. You will build lasting relationships, assess credit and financial information, and deliver tailored lending and banking solutions through collaboration with business banking colleagues.

The role supports expansion across the Northwest Indiana market, with travel to client sites as needed and a focus on strong momentum and growth

Qualifications

• 10+ years lending experience preferred, with 2+ years in business lending.
• Strong relationship management and proactive sales skills.
• Excellent written and verbal communication; able to network with bankers.
• Proficient in MS Word and Excel; capable of managing multiple tasks.

Responsibilities

• Establish relationships to provide financial needs for high-net-worth clients.
• Deliver private banking services and tailored lending solutions.
• Analyze credit and financial information to recommend services.
• Travel to locations as needed for meetings and client development.

Skills

Relationship management

Sales excellence

Communication skills

Microsoft Word/Excel

Multitasking

Interpersonal networking

Motivation

Education

Bachelor's degree preferred

Job description

Help drive our growth in Northwest Indiana. Build lasting relationships with high-net-worth clients, deliver tailored banking and lending solutions, and expand our presence in a growing market. In this role, you will use your relationship-building skills and financial expertise to attract, serve, and grow a client portfolio while identifying opportunities to help clients achieve their financial goals. You will partner with colleagues in business banking and across the organization to provide comprehensive solutions and generate new business. This role will support growth through our Lake County Business Loan Production Office while contributing to broader expansion across the Northwest Indiana market. Join us to grow your career and contribute to a team with strong momentum and significant expansion opportunities.

POSITION SUMMARY

Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.

ESSENTIAL REQUIREMENTS

• Establishes relationships to provide for their financial needs.
• Ensures quality customer service on assigned accounts.
• Analyzes credit and financial information of customers as a basis for recommending other financial services.
• Responsible for the completion of all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

NON-ESSENTIAL FUNCTIONS

Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending.
• Strong relationship management skills.
• Strong sales and proactive calling skills.
• Great verbal and written communication skills.
• Strong PC skills--proficiency in Microsoft Word and Excel essential.
• Highly motivated.
• Ability to handle multiple tasks in a fast-paced environment.
• Strong interpersonal skills to network with bankers in developing new business opportunities.

EDUCATION

Bachelors Degree preferred.

TRAVEL REQUIREMENTS

Ability to travel to all locations as well as ability to travel over night, as needed for meetings, projects, seminars, etc.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT

MS Office PC, fax, phone and standard office equipment.