Private Client Banker

Build and manage end-to-end relationships with private clients using a plan-based approach to financial wellness. You will assess client needs, gather and document data, and deliver customized recommendations by referring investment and insurance solutions. The role focuses on achieving sales, activity, and outcome goals up to $2M in investable assets, developing referral pipelines, partnering with branch and line-of-business teams, and maintaining compliance while supporting teller transactions as needed.