Heritage Bank NA
The Private Banker role at Physician Bank focuses on delivering concierge-level financial solutions to physicians through a highly personalized service model. This hybrid position involves building strong client relationships, managing complex financial needs, and serving as a single point of contact for banking and loan support. The role emphasizes quality interactions, proactive outreach, and providing tailored financial education to help medical professionals achieve their goals.
We Help People Succeed Financially! Easy-to-Use Digital Banking where ever you are. Great Rates, Talk with a banker today. 320-235-5720
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Heritage Bank NA.
Heritage Bank NA didn’t post a salary, so this is our estimate from similar listings.