Private Banking Officer

Fidelity Bank / Oklahoma Fidelity Bank; Wichita (KS); On-site; USD 70,000 - 110,000; Full time

Job summary

Fidelity Bank / Oklahoma Fidelity Bank seeks a Private Banking Officer to deepen relationships with high-net-worth clients in local markets. You will develop full-service banking relationships, create client profiles, and coordinate across departments to deliver tailored financial solutions with prompt, professional service.

The role requires a strong service orientation, excellent communication, and the ability to travel within assigned markets.

Qualifications

• High school diploma or equivalent.
• Banking or financial services experience.
• Outstanding customer service in a fast-paced environment.
• Strong written and verbal communication skills.
• Demonstrated business development and relationship-building abilities.
• Flexibility to travel within assigned markets.

Responsibilities

• Develop and manage full-service banking relationships with high-net-worth clients.
• Create detailed client profiles to support personalized service.
• Identify opportunities to strengthen retention and deepen relationships.
• Understand bank products and services to meet client needs.
• Deliver timely, accurate, and professional customer support.
• Recommend banking products that align with client goals.
• Build trusted relationships by understanding clients’ financial objectives.
• Collaborate across departments to ensure seamless experiences.

Skills

High-quality customer service

Relationship-building

Communication skills

Business development

Team collaboration

Education

Bachelor’s degree in business or related field

High school diploma or equivalent

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 abilitiesFlexibility 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