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Private Client Manager

Company: First Busey Corporation
Location: Fort Myers
Posted on: June 9, 2021

Job Description:

WHAT YOU'LL DO

The Private Client Manager is responsible for prospecting and developing relationships with high net worth individuals. This position will identify opportunities to benefit these clients by leveraging relationships across all areas of the Bank.

WHAT YOU'LL BRING

Duties:

  • Ensure proposed products and services maximize the clients' needs, goals, and objectives.
  • Develop new relationships through prospecting and building community networks.
  • Pursue and close on leads for those who qualify for recognition as private clients.
  • Resolve customer complaints and ensure customer satisfaction.
  • Support the Net Promoter Score effort to gauge client satisfaction.

Knowledge of:

  • Strong oral and written communication skills
  • Strong sales and client service skills
  • Wealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate procedures
  • High Level Retail and Business Banking

Ability to:

  • Make independent decisions
  • Analyze and interpret numerical data
  • Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required
  • Perform duties and make decisions under frequent time pressures

EDUCATION & TRAINING

Bachelor's degree is preferred.

Two or more years of banking or management experience at a financial institution preferred.

Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act ("SAFE Act"), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry ("NMLS"). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.

Requires knowledge of Microsoft Office.

Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool.

Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.

Keywords: First Busey Corporation, Fort Myers , Private Client Manager, Other , Fort Myers, Florida

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