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Private Banking Officer
Position: Private Banking Officer
Department: Trust & Wealth Management
Location: Tulsa, OK (On-Site)
Job Type: Full-Time/Salary
Jump start your career at Equity Bank! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we’ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
Summary:
Seeking a Private Banking Officer in either Tulsa or Oklahoma City markets to expand our Private Banking presence across our metro markets. The ideal candidate will have working knowledge of Equity Bank’s current environment with an entrepreneurial spirit to build and broaden a growing division. Prior experience in Private Banking is a plus but not required. Must be comfortable in various environments talking with business executives and High Net Worth families.
Responsibilities and Expectations
Key Responsibilities
Private Banking
- Drive new sales opportunities by identifying client financial needs through consultative sales and relationship reviews
- Resolve internal and external client issues
- Contribute to the bank’s profitability and growth by achieving goals for fee income, new deposits and growth while maintaining expenses
- Participate in outside business development opportunities and networking events
Product Knowledge
- Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages
- Develop knowledge of all lines of business to better identify solutions for client, thus creating opportunities for product partners
- Understanding of credit risk, operational risk, and risk associated with various products and how the risk relates to both clients and the bank
Product Development
- Collaborate with Retail, Credit, and Wealth Management regarding product features/benefits and enhancements necessary to remain competitive in targeted customer and geographic markets
Marketing/Sales
- Develop and implement sales strategies for new and existing high-net worth clients
- Proactively call on existing and new clients to introduce new product and service initiatives
- Create and execute marketing ideas/events to develop and deepen client/prospect relationships
Reporting/Metrics
- Enter Activities, Appointments, etc. into the Client Retention Module (CRM) to ensure a consistent and complete client experience
- Maintain a current sales pipeline
Required Skills & Education
Requirements
- Private Bank/Retail Banking experience
- Bachelor’s degree (preferred) in Business, Finance or related field
- Sales or Marketing experience
- Interpersonal skills commensurate with conducting external client presentations
- Excellent presentation, verbal, and written skills
- Ability to work independently, self-starter
- Some Travel between bank and client location is required
- Time management skills, ability to effectively manage internal/external requests, opportunities and concerns in a timely manner
- Proficiency in using Microsoft products; Word, Excel and PowerPoint
Who We Are
Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.
At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We’re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
What’s in it for you?
We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
Benefits Available:
- Health, Dental & Vision Insurance
- Group Life & Long-Term Disability Insurance
- Flexible Spending & Health Savings Accounts
- Group Cancer Insurance
- 401(K) Retirement Plan w/Company Match
- Generous Vacation & Sick Time
- Employee Stock Purchase Plan (ESPP)
- Pet Insurance
- Retail Banking Benefits
Find your future at Equity Bank!
The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
Physical Requirements
This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
Work Environment
This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant’s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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