Senior Private Banker — HNW Wealth & Growth Lead

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

Job summary

1st Source in Northwest Indiana seeks a senior private banking professional to coordinate banking activities and deliver a full range of private banking services to high-net-worth individuals.

You will establish relationships, analyze credit, and collaborate with business banking to provide comprehensive solutions, supporting growth across the Lake County market. This role requires a Bachelor’s degree and 10+ years of lending experience, with willingness to travel across locations.

Qualifications

• Ten (10) or more years lending experience strongly preferred, preferably with two (2) years in business lending.
• Strong relationship management skills.
• Strong sales and proactive calling skills.
• Great verbal and written communication skills.
• Strong PC skills--proficiency in Microsoft Word and Excel essential.
• Highly motivated.
• Ability to handle multiple tasks in a fast-paced environment.
• Strong interpersonal skills to network with bankers in developing new business opportunities.

Responsibilities

• Establishes relationships to provide for their financial needs.
• Ensures quality customer service on assigned accounts.
• Analyzes credit and financial information of customers as a basis for recommending other financial services.
• Responsible for the completion of all compliance training related to the position.
• Regular and predictable attendance is an essential requirement of the position.
• Must understand all applicable laws and regulations that apply to the position and comply with the requirements.

Skills

Relationship management

Sales and proactive calling

Verbal and written communication

Microsoft Word

Excel

Multi-tasking

Interpersonal networking

Lending experience

Education

Bachelor's degree preferred

Tools

Microsoft Word

Excel

Job description

1st Source in Northwest Indiana seeks a senior private banking professional to coordinate banking activities and deliver a full range of private banking services to high-net-worth individuals.

You will establish relationships, analyze credit, and collaborate with business banking to provide comprehensive solutions, supporting growth across the Lake County market. This role requires a Bachelor’s degree and 10+ years of lending experience, with willingness to travel across locations.