Private Banking Relationship Architect

recruitment page; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

ServisFirst is seeking a Private Banking Officer in Charlotte, NC, responsible for providing personalized banking services to high net worth clients. The role involves evaluating client needs, promoting financial products, and managing relationships to enhance client satisfaction and business growth.

Candidates must have a Bachelor's degree and at least three years of experience in banking or financial services. Excellent communication and organizational skills are essential, along with proficiency in Microsoft Office software.

Qualifications

• 3+ years of banking or financial services experience required.
• Experience working directly with customers at all levels, from support staff to business owners.
• Ability to prepare and coordinate proposals effectively.

Responsibilities

• Provide personalized banking services to clients with high net worth.
• Evaluate needs of clients and offer appropriate financial products.
• Promote and cross-sell other products based on client requirements.

Skills

Banking or financial services experience

Excellent communication skills

Organizational abilities

Experience with Microsoft Office Suite

Education

Bachelor’s degree in related field

Job description

ServisFirst is seeking a Private Banking Officer in Charlotte, NC, responsible for providing personalized banking services to high net worth clients. The role involves evaluating client needs, promoting financial products, and managing relationships to enhance client satisfaction and business growth.

Candidates must have a Bachelor's degree and at least three years of experience in banking or financial services. Excellent communication and organizational skills are essential, along with proficiency in Microsoft Office software.