Private Banking Officer

Fidelity Bank, NA; Tulsa (OK); On-site; USD 60,000 - 110,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer service

Relationship building

Communication

Business development

Team collaboration

Education

High school diploma or equivalent

Bachelor's degree in business (preferred)

Job description

Job Overview: Our private banking team is dedicated to delivering exceptional client experiences built on trust, responsiveness, and personalized financial solutions. We take pride in providing proactive communication, attention to detail, and seamless service that exceeds expectations. As a Private Banking Officer, you will represent a customer-focused, community-driven organization committed to helping clients achieve long-term financial success.

The candidate for this position will be responsible for:

• Developing and managing full-service banking relationships with high-net-worth clients
• Creating detailed client profiles to support personalized service and financial solutions
• Identifying opportunities to strengthen client retention and deepen banking relationships
• Demonstrating a strong understanding of the bank’s products and services to effectively meet customer needs
• Delivering exceptional customer service through timely, accurate, and professional support
• Recommending banking products and services that enhance the client experience and support financial goals
• Building trusted relationships by understanding clients’ financial objectives and recommending tailored solutions
• Collaborating across departments to promote teamwork and ensure seamless customer experiences

Requirements for the position include:

• High school diploma or equivalent
• Previous banking or financial services experience
• Proven ability to provide outstanding customer service in a fast-paced, team-oriented environment
• Strong written and verbal communication skills
• Demonstrated business development and relationship-building abilities
• Flexibility to work extended or non-traditional hours as needed
• Ability to travel within assigned markets

Preferred qualifications for this position include:

• Bachelor’s degree in a business-related field
• Three to five years of commercial or private banking experience

EEO/Veterans/Disabled

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.