Talent.com
Private Banker III
Private Banker IIIBusey Bank • Denver, CO, United States
Private Banker III

Private Banker III

Busey Bank • Denver, CO, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Summary

The Private Banker III develops new deposit, wealth management and loan relationships for high-net-worth clients through prospecting, community involvement and proactive business development activities. The Banker generates loan fee income while maintaining and servicing an existing portfolio of personal and business deposit, wealth management and loan relationships.

Duties & Responsibilities

  • Develop Private Banking deposit and loan relationships with qualifying new and existing 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.
  • Drive deposit growth and wealth management opportunities.
  • Leverage centers of influence and develop new relationships through prospecting and building community networks at local events.
  • Ensure all loans adhere to the credit / financial requirements for quality and compliance as determined by the Bank's Loan Policy.
  • Support the Bank's strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.
  • Proactively monitor current Private Banking portfolios.
  • Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
  • Negotiate terms and structure loans based on risk considerations; present credits for approval in accordance with the Bank's Loan Policy.
  • Analyze, synthesize and communicate complex financial data.
  • Monitor renewals and maturities as well as gather updated documents from clients.
  • Order inspections, review / budget, administer draw and funding process for Private Banking construction loans.
  • Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction.
  • Collaborate with the Digital Banking team to open new and service existing client accounts.

Education & Experience

Knowledge of :

  • Private Banking loan and deposit products and services.
  • Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.
  • Experience in consumer lending preferred including but not limited to : HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
  • Strong financial analysis and credit underwriting skills.
  • Ability to analyze and understand personal financial statements and tax returns.
  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
  • High Level of Retail and Business Banking customers and trends
  • Ability to :

  • Make independent decisions
  • Analyze and interpret numerical data
  • Perform duties and make decisions under frequent time pressures
  • Education and Training :

  • Bachelor's degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.
  • 5-8 years of banking or management experience required
  • Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.
  • Requires knowledge of Microsoft Office.
  • Compensation and Benefits

    Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

    (Base Pay Range : $135,000 - $175,000)

    Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

    Equal Opportunity

    Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability / Vets. Visit Busey.com / Careers to learn more about Busey's Equal Opportunity Employment.

    Unsolicited Resumes

    Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

    [job_alerts.create_a_job]

    Private Banker • Denver, CO, United States

    [internal_linking.related_jobs]
    Private Banker III

    Private Banker III

    Denver Staffing • Denver, CO, US
    [job_card.full_time]
    The Private Banker III develops new deposit, wealth management, and loan relationships for high-net-worth clients through prospecting, community involvement, and proactive business development acti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Castle Rock, Colorado
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Banker II

    Banker II

    Banner Bank • Glendale, Colorado, United States, 80246
    [job_card.full_time]
    More than 130 years ago, we started with core values that never go out of style : listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key rea...[show_more]
    [last_updated.last_updated_variable_days]
    Mortgage Sales - Mortgage Banker III

    Mortgage Sales - Mortgage Banker III

    NBH Bank • Denver, CO, United States
    [job_card.full_time]
    Common sense has never been common.If it were, the world would be a different place.Things would run smoothly and on time. People would do what they say and say what they do.Everything would be fair...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bookkeeper (Remote Position – Entry-Level or Experienced)

    Bookkeeper (Remote Position – Entry-Level or Experienced)

    GOLD GATE • Castle Rock, Colorado
    [filters.remote]
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Bookkeeper (Remote Position – Entry-Level or Experienced).Part-Time : $20–$28 per hour.Full-Time : $25–$35 per hour.We are seeking a reliable and detail-oriented Remote Bookkeeper t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Options Trader

    Remote Options Trader

    Maverick Trading • Denver, CO, USA
    [filters.remote]
    [job_card.part_time]
    Remote Options Trader at Maverick Trading.Maverick Trading, a 26-year old proprietary trading firm is looking to hire experienced and entry-level equity and equity and option traders.We are a globa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor II

    Financial Advisor II

    Baylor Scott & White Health • Denver, CO, United States
    [job_card.full_time]
    The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides financial analysis required to support the goals and objectives of Bayl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Trading Analyst III

    Trading Analyst III

    Fanatics • Denver, CO, United States
    [job_card.full_time]
    The Trading Analyst III will be a key contributor to the performance and strategy of the Trading Department.This role requires a strong analytical mindset, domain knowledge of sports betting, and t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Accounting Analyst II

    Accounting Analyst II

    Axelon Services Corporation • Denver, CO, US
    [job_card.full_time]
    Job Title : Accounting Analyst II.Contract : 23 months assignment.Prepare mutual fund shareholder annual and semi-annual reports. Prepares, edits, and maintains all financial reporting schedules such ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Castle Rock, Colorado, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Portfolio Manager III

    Portfolio Manager III

    Bank of America • Denver, CO, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Sales Representative

    Sales Representative

    Sleep Number • Castle Rock, CO, US
    [job_card.full_time]
    Sleep Number is a sleep wellness technology leader.For nearly four decades, we have placed sleep at the center of wellbeing, improving over 15 million lives with our Sleep Number smart beds.We are ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Banking Associate

    Investment Banking Associate

    Plante Moran • Denver, CO, United States
    [job_card.full_time]
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Banker

    Associate Banker

    BMO Financial • Denver, CO, US
    [job_card.part_time] +1
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in t...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Denver, CO
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Estate Planning Paralegal

    Estate Planning Paralegal

    Jobot • Castle Rock, CO, US
    [job_card.permanent]
    Estate Planning Paralegal for Castle Rock Law Firm.This Jobot Job is hosted by : Jade Greenlee.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $70...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Branch Relationship Banker - Westminster, CO

    Branch Relationship Banker - Westminster, CO

    BankTalent HQ • Westminster, CO, United States
    [job_card.full_time]
    At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by Th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Premium Private Practice Opportunity

    Premium Private Practice Opportunity

    Unified Women's Healthcare • Westminster, US
    [job_card.full_time]
    Are you looking for a private practice opportunity that will give you exceptional work / life balance while allowing you to practice evidence?based medicine with true practice autonomy!.Unified Women...[show_more]
    [last_updated.last_updated_30] • [promoted]