Senior Private Banker – HNW Growth & Lending

1st-Source-Bank; Crown Point (IN); On-site; USD 120,000 - 180,000; Full time

Job summary

1st-Source-Bank in Northwest Indiana seeks an experienced private banking leader to coordinate banking activities and deliver private banking services to high-net-worth individuals. You will build relationships, analyze credit, and expand the client portfolio while complying with all regulatory requirements.

This role emphasizes collaboration with business banking colleagues and across the organization to provide comprehensive financial solutions and drive growth in the Lake County market and

Qualifications

• Establishesrelationships to provide for clients' financial needs.
• Ensures quality customer service on assigned accounts.
• Analyzes credit and financial information to recommend other financial services.
• Must complete all compliance training related to the position.
• Understands and complies with applicable laws and regulations.

Responsibilities

• Coordinate and develop banking activities to provide private banking services to high-net-worth individuals.
• Provide a full range of private banking services to clients and expand the book of business.
• Collaborate with colleagues across the organization to identify and pursue opportunities.

Skills

Relationship management

Sales & prospecting

Credit analysis

Communication

MS Office proficiency

Multi-tasking

Education

Bachelor's Degree

Tools

MS Office

Excel

Word

Job description

1st-Source-Bank in Northwest Indiana seeks an experienced private banking leader to coordinate banking activities and deliver private banking services to high-net-worth individuals. You will build relationships, analyze credit, and expand the client portfolio while complying with all regulatory requirements.

This role emphasizes collaboration with business banking colleagues and across the organization to provide comprehensive financial solutions and drive growth in the Lake County market and