Private Banker, Wealth & Credit Solutions

Capital City Bank; Gainesville (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Life Insurance

401(k) with Matching

Flexible Spending Accounts

Tuition Assistance

Stock Purchase

Discounts on Products and Services

Job summary

Capital City Bank is seeking a Private Banker to develop and manage relationships with high-net-worth clients within Florida, offering comprehensive wealth management and banking solutions in collaboration with Wealth associates.

The role requires business development, risk- and compliance-aware advisory, and strong communication. Travel and driving are involved as part of client onboarding and relationship building.

Qualifications

• Proven business development experience and service ability required
• Ability to work in a fast-paced environment and think clearly under pressure
• Excellent written and verbal communication skills
• Strong organizational skills
• Team player
• Detail-oriented
• Knowledge of Windows technology (Outlook, Excel and Word)
• Series 7 and 66 preferred
• Must adhere to Bank's Motor Vehicle Guidelines.

Responsibilities

• Serves as a primary relationship manager for banking and credit solutions, and partners with Wealth and Trust associates to provide comprehensive wealth, trust and insurance solutions.
• Initiates contacts for developing and closing new business through referrals from clients and Centers of Influence, personal community involvement and from internal partners.
• Meets with prospects and clients to develop deep knowledge of clients’ needs through discovery and financial planning.
• Keeps informed of all changes in CCTC and Wealth policies and is aware of changes and developments in trust law and rulings, taxes, insurance, real estate and other activities that might affect clients or Capital City Bank.
• Serves as key liaison to other areas supporting the management of the relationship.
• Plans and manages the new account onboarding process, including documentation and funding supported by account opening.
• Educates clients including individuals, families, and business leaders on the critical elements of financial planning including estate plans, insurance strategies, portfolio management, retirement planning, and cash management.
• Provides an overview of client reporting and web capabilities to potential new clients.
• Assists on projects related to new business development and strategic planning.
• Maintains knowledge and understanding of current economic and investment environments and trends as well as financial and estate planning strategies.

Skills

Business development

Customer service

Written communication

Verbal communication

Organizational skills

Team player

Detail-oriented

Windows suite

Series 7 & 66

Education

Bachelor’s degree in finance, economics, business or accounting

Job description

Capital City Bank is seeking a Private Banker to develop and manage relationships with high-net-worth clients within Florida, offering comprehensive wealth management and banking solutions in collaboration with Wealth associates.

The role requires business development, risk- and compliance-aware advisory, and strong communication. Travel and driving are involved as part of client onboarding and relationship building.