Private Banker

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Private Banker Mount Joy, PA PA0186 Mount Joy Job Description The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services. Essential Functions • Initiate contacts for developing and closing new business • Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services. • Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances • Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status • Develop a high community profile • Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing • Communicate on the development of new business accounts • Meet and/or exceed annual production guidelines • Complete financial profiles and accurately analyze customer needs and prepare proposals • Recommend products and services accordingly, taking into account all available alternatives • Perform presentations, meetings, and seminars with prospects • Cross-sell Northwest products and services • Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis • Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives) • Monitor client accounts on an ongoing basis • Schedule

Read the full description at northwest.wd1.myworkdayjobs.com. FewerJobs shows a source-linked preview and links to the original posting.