Private Banking Account Executive

Leader Bank; Arlington (MA); On-site; USD 102,400 - 153,600; Full time

Benefits offered by this job

Health insurance

Wellness program

Retirement savings plan

Paid holidays

Paid time off

Vacation

Job summary

A rapidly growing community bank in Arlington is seeking a Private Banking Account Executive to develop relationships with high-net-worth clients, providing personalized banking solutions. Candidates are expected to have a minimum of 10 years of private banking experience and strong communication skills. A competitive compensation package, including benefits, is provided. Join a team committed to exceptional client service and a diverse culture.

Qualifications

• Minimum 10 years of private client/private banking experience required.
• Strong verbal and written communication skills needed.
• Independent contributor expected to manage own book of business.

Responsibilities

• Develop relationships with private clients and manage their banking needs.
• Acquire new clients and network with influential centers.
• Provide concierge-service experience for high-net-worth clients.

Skills

Extensive knowledge of bank policies

Fluency in banking

Ability to sell and refer products

Strong communication skills

Attention to detail

Education

Bachelor’s degree, CFP, or CTFA

Job description

Join Leader Bank as a Private Banking Account Executive. We are a rapidly growing community bank and mortgage lender with more than $4 billion in assets and 400+ team members.

Leader Bank is committed to exceptional client service, a competitive salary and benefits package, and a culture that promotes diversity and inclusion.

Summary

Leader Bank is an ultra‑high‑touch bank that provides extraordinary client service. We believe one‑on‑one interactions build lasting relationships and move quickly to serve clients’ needs.

Essential Duties

• Develop private client relationships, including residential mortgages, credit facilities, and deposits.
• Acquire new clients and network with centers of influence to build relationships and achieve financial objectives.
• Be highly self‑motivated, entrepreneurial, and passionate about growing a business in a team environment.
• Build and maintain strong relationships with clients and business partners.
• Educate and present prospects, clients, and partners on the benefits offered.
• Provide a concierge‑service experience, responding quickly to inquiries and developing personalized banking solutions for high‑net‑worth clients and business partners.
• Meet clients in person, virtually, and at networking events to build relationships and grow business.
• Identify potential business opportunities through external referrals.
• Collaborate individually and as a team to create strategies and marketing opportunities to promote the brand.

Skills

• Maintain extensive knowledge of bank policies, processes, and products.
• Be fluent in banking and experienced working with high‑net‑worth clients.
• Sell and refer bank products and services within established guidelines.
• Reach out to prospects and partners to grow business.
• Maintain and actively manage prospect and client lists.
• Conduct business professionally and establish good working relationships with personnel.
• Participate in community projects and organizations as requested.
• Understand and adhere to security, compliance, and anti‑money‑laundering policies.
• Perform any other duties assigned by management.

Requirements

• Bachelor’s degree, CFP, or CTFA a plus.
• Minimum 10 years of private client/private banking experience.
• Entrepreneurial mindset and ability to think outside the box.
• Specialty product knowledge a plus.
• Independent contributor expected to manage own book of business and retain clients.
• Strong verbal and written communication skills and interpersonal skills.
• General computer knowledge and prior banking applications experience preferred.
• Ability to handle multiple priorities with strong attention to detail.

Compensation & Benefits

Salary range: $102,400 – $153,600 per year. The range is one component of total compensation, which may include annual bonuses, commissions, short‑ and long‑term incentives, and program‑specific awards.

Benefits include health insurance, wellness program, life and disability insurance, retirement savings plan, paid holidays, paid time off, and vacation.

EEO Statement

Leader Bank, N.A. is an Equal Opportunity and affirmative action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.

E‑Verify

Leader Bank is an E‑Verify participant. For more information: https://www.everify.gov/sites/default/files/everify/images/manuals/EVParticipationPoster.JPG and https://www.e-verify.gov/sites/default/files/everify/images/manuals/IERPoster.jpg