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Sandias Executive Search

Private Banker - Banking

Job Description

Private Banker - Banking Sandias Executive Search Oklahoma City, OK Job Details Full-time $175,000 - $215,000 a year 1 day ago Qualifications Treasury management Commercial banking expertise Wealth management Customer relationship building Referral-based lead generation Commercial loans Identifying new business opportunities Sales referrals Promoting bank products Managing clients in a lending role Managing financial planning clients Business development Sales development Financial goal setting advisory services Business development within finance Client acquisition Client referrals Home equity loans Industry knowledge of retail banking Full Job Description This is an opportunity for a Private Banker who values relationships over transactions. You'll have the ability to develop deep client connections, anticipate financial needs, and become a trusted resource for individuals and families managing significant assets and complex financial goals. As a Private Banker you will: Join a bank known for their collaborative culture, local leadership and impressive ROA Build deep, long-term relationships with affluent individuals, families, and business owners Serve as a trusted financial resource by understanding the client's complete financial picture and long-term goals Requirements of this Private Banker role: 5+ years managing relationships with high-net-worth clients, local businesses, and families while providing personalized financial solutions Build and maintain trusted relationships with affluent individuals, families, and business owners Develop new clients through community networking, referrals, and local business development Structure customized residential mortgages, commercial loans, and personal lines of credit Oversee specialized deposit and treasury services, including checking and savings solutions Partner with trust, commercial lending, and retail teams to provide full-service banking solutions Strong background in relationship banking, small business needs, and community networking Your action steps for this Private Banker role: Check the requirements list above Apply through this application portal Confidentially forward your resume and project list to me Elise Turner, at or contact me directly at (505) 465-8210 (call or text) We are Sandias Executive Search, an employee-owned company now marking more than 25 years of exemplary placement services. We have been named one of Albuquerque's Fastest Growing Companies a record eleven years in a row and one of Albuquerque's Best Places to Work. Our mission is to work with the best candidates and companies in the industry with professionalism, integrity and confidentiality. For more information, visit www.sandiasexecutivesearch.com.

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What they do

A Business Banker is responsible for new business development and customer retention at a bank. Analyzes a client's financial condition and recommends financial solutions. Deals only with companies and not with individuals.

$122,162 / year median in Oklahoma

-1% projected decline

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