Licensed Private Client Banker

Serve as a Private Client Banker, owning the full client relationship through a plan-based approach to financial wellness. Assess client needs, gather and document information, and deliver or refer appropriate investment and insurance solutions for clients with up to $2M in investable assets. Build and manage referral pipelines through internal/external centers of influence, partner with branch and line-of-business teammates, ensure compliance, and support branch teller activities as needed.