Senior Private Banker: Wealth & Relationship Lead

Busey Bank; Dallas (TX); On-site; USD 105,000 - 140,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Long-term disability

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health saving accounts

Flexible spending accounts

Job summary

Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions.

You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional client experience, building long-term relationships through proactive service and expert product knowledge. A bachelor’s degree with accounting/finance exposure is preferred, with 3–5 years banking experience expected.

Qualifications

• Bachelor’s degree with exposure to Accounting or Finance courses.
• 3–5 years of banking or management experience required.
• Strong sales and client service skills.
• Wealth Management Services including Investments, banking and trust concepts.
• Ability to make independent decisions and analyze data.

Responsibilities

• Pursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.
• Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.
• Leverage centers of influence and develop new relationships through prospecting and building community networks.
• Drive deposit growth and wealth management opportunities.
• Collaborate with the Digital Banking team to open new and service existing client accounts.
• Monitor renewals and maturities as well as gather updated documents from clients.

Skills

Relationship building

Sales

Client service

Communication skills

Wealth management

Education

Bachelor's degree

Accounting exposure

Finance exposure

Job description

Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions.

You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional client experience, building long-term relationships through proactive service and expert product knowledge. A bachelor’s degree with accounting/finance exposure is preferred, with 3–5 years banking experience expected.