Senior Private Banker: Wealth, Strategy & Growth

Interra Credit Union; Granger (IN); On-site; USD 120,000 - 180,000; Full time

Job summary

Interra Credit Union seeks a Private Banker to deliver world-class service to high-net-worth members. You will oversee a $25M+ deposit portfolio across 50+ households and grow through new member relationships, offering banking, credit, investments, and cash management services.

You will collaborate with internal teams, stay current on market trends, and ensure regulatory compliance while driving private banking revenue growth.

Qualifications

• Bachelor's degree in Finance, Business Administration or related field.
• FINRA Series 6 and 63 registrations preferred; IAR designation advantageous.
• State life, health, disability licenses preferred; valid driver's license.

Responsibilities

• Identify prospects for Preferred Services Program and manage member accounts.
• Provide extraordinary client service and ensure banking items are completed.
• Schedule bi-annual meetings to discuss financial needs and investments.
• Monitor member accounts for performance and alignment with goals.
• Provide day-to-day training and guidance on deposits and member issues.
• Coordinate credit approval with treasury, commercial and wealth teams.
• Complete required credit union courses to satisfy training.
• Engage in community events to promote the program and services.

Skills

Relationship mgmt

Wealth planning

Banking products

Regulatory knowledge

Education

Bachelor's degree in Finance or related field

FINRA Series 6 & 63 registrations

IAR designation (65/66) or equivalent

State life, health, disability licenses preferred

Job description

Interra Credit Union seeks a Private Banker to deliver world-class service to high-net-worth members. You will oversee a $25M+ deposit portfolio across 50+ households and grow through new member relationships, offering banking, credit, investments, and cash management services.

You will collaborate with internal teams, stay current on market trends, and ensure regulatory compliance while driving private banking revenue growth.