Wealth & Investment Banker — Client Relationship Lead

First Financial Bank; Orland Park (IL); Presencial; USD 58 000 - 78 000; Tempo integral

Resumo da oferta

First Financial Bank is seeking a Preferred Banker to lead relationship management for affluent clients in the Windy City district. You will act as the client’s personal advocate, coordinating with Yellow Cardinal and internal partners to deliver holistic financial solutions.

The role emphasizes proactive client engagement, strategic planning, and growth of a book of business through personalized plans and referrals within the Wealth and Investment Division.

Qualificações

• Bachelor’s Degree or equivalent experience.
• 3-5 years experience in banking and/or financial services with clients.
• Demonstrated strong product knowledge related to banking products, services, and credit solutions for consumer clients.

Responsabilidades

• Actively manages client relationships as the primary contact and trusted advisor across the organization.
• Develops personalized client plans and revenue opportunities within the affluent segment.
• Leverages internal and external partners to grow and reference new client opportunities.

Conhecimentos

Relationship management

Sales and service

Banking product knowledge

Formação académica

Bachelor’s degree or equivalent experience

Descrição da oferta de emprego

First Financial Bank is seeking a Preferred Banker to lead relationship management for affluent clients in the Windy City district. You will act as the client’s personal advocate, coordinating with Yellow Cardinal and internal partners to deliver holistic financial solutions.

The role emphasizes proactive client engagement, strategic planning, and growth of a book of business through personalized plans and referrals within the Wealth and Investment Division.