Private Banker
Northwest Bank(2 months ago)
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.
Required Skills
- Relationship Management
- Sales
- New Business
- Financial Analysis
- Investment Knowledge
- Compliance
- Cross-Selling
- Client Presentations
- Financial Planning
- Trust Services
+3 more
Qualifications
- Bachelor's Degree (Finance Preferred)
- Series 7
- Life/Accident/Health License
- Series 63
- Series 65
- Series 66
About Northwest Bank
northwest.bankBanking 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.
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