Senior Private Banker: Wealth, Lending & Client Growth

Busey-Bank-2; Tulsa (OK); Sur place; USD 127 000 - 168 000; Plein temps

Avantages offerts par ce poste

401(k) match

Profit sharing

Employee stock purchase plan

Medical, dental, vision

Résumé du poste

Busey Bank is seeking a Private Banker II to grow deposit, wealth and loan relationships with high-net-worth clients. You will prospect, build community networks and deliver tailored financial solutions while maintaining excellent service standards.

The role emphasizes strong credit underwriting, portfolio monitoring and collaboration with internal partners to maximize profitability. A bachelor’s degree in accounting or finance is required, with a preference for an advanced degree.

Qualifications

• Bachelor’s degree in Accounting or Finance; advanced degree preferred.
• Experience in consumer and commercial lending is a plus.
• Strong financial analysis and credit underwriting skills.

Responsabilités

• Develop Private Banking deposit, wealth and loan relationships with new and existing clients.
• Provide exceptional client experience with advised solutions and referrals.
• Drive deposit growth and wealth management opportunities; cross-sell products and services.

Connaissances

Relationship building

Financial analysis

Credit underwriting

Tax return analysis

Communication

Sales & client service

Wealth management knowledge

Microsoft Office

Formation

Bachelor’s in Accounting or Finance

Advanced degree preferred

Outils

Microsoft Office

Description du poste

Busey Bank is seeking a Private Banker II to grow deposit, wealth and loan relationships with high-net-worth clients. You will prospect, build community networks and deliver tailored financial solutions while maintaining excellent service standards.

The role emphasizes strong credit underwriting, portfolio monitoring and collaboration with internal partners to maximize profitability. A bachelor’s degree in accounting or finance is required, with a preference for an advanced degree.