Private Banking Advisor for High-Net-Worth Clients

Fidelity Bank, NA; Tulsa (OK); Presencial; USD 60.000 - 110.000; Jornada completa

Descripción de la vacante

Fidelity Bank, NA is seeking a Private Banking Officer to lead high‑net-worth client relationships in a client‑focused community bank. You will build detailed client profiles and deliver tailored financial solutions while maintaining exceptional service and responsiveness.

You will collaborate with other departments to ensure seamless experiences and to meet clients' long‑term financial goals. Strong communication and business development skills are essential.

Formación

• Provide outstanding customer service in a fast-paced environment.
• Develop and manage relationships with high-net-worth clients.
• Demonstrate strong written and verbal communication skills.
• Identify opportunities to deepen banking relationships and cross-sell.
• Travel within assigned markets as needed.

Responsabilidades

• Develop and manage full-service banking relationships with high-net-worth clients.
• Create detailed client profiles to tailor financial solutions.
• Identify opportunities to strengthen client retention.
• Demonstrate knowledge of bank products and services to meet needs.
• Deliver timely, accurate, professional customer support.
• Recommend products and services to enhance client experience.
• Build trusted relationships by understanding client objectives.
• Collaborate across departments to ensure seamless service.

Conocimientos

Customer service

Relationship building

Communication

Business development

Team collaboration

Educación

High school diploma or equivalent

Bachelor's degree in business (preferred)

Descripción del empleo

Fidelity Bank, NA is seeking a Private Banking Officer to lead high‑net-worth client relationships in a client‑focused community bank. You will build detailed client profiles and deliver tailored financial solutions while maintaining exceptional service and responsiveness.

You will collaborate with other departments to ensure seamless experiences and to meet clients' long‑term financial goals. Strong communication and business development skills are essential.