Northwest Bank

Private Banker

Northwest Bank

4 months ago
Bellevue, PA
Onsite
Full Time
Senior
0 applicants
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Northwest Bank
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About this role

A Private Banker at Northwest Bank serves as the primary advisor for affluent clients, providing strategic financial guidance and access to the bank's suite of banking, investment, lending, mortgage, and trust services. The role emphasizes maintaining deep client relationships and coordinating internal specialists to address clients' complex financial needs. The Private Banker also represents the bank within the community and cultivates referral networks.

Skills

Qualifications

Bachelor's Degree (Finance Preferred)Series 7Life/Accident/Health LicenseSeries 63Series 65
Northwest Bank

About Northwest Bank

northwest.bank

Banking built around your business. What makes a great banking partner? A team that acts as an extension of your company. Understands all angles of your business. Develops realistic plans for achieving your current and future goals. All so you can focus on what you do best. See how Northwest 360 can increase the value of you.

About Northwest Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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