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Rockbridge Search & Recruitment 20/02/2024

Senior Private Banker

Ref #: 119
Location: Oregon Oregon
Salary: Competitive
Sector: Banking
Type: Permanent


  • Call on prospective and existing high net worth clients to develop new business.
  • Maintain a client book of business.
  • Execute an ongoing proactive client contact strategy utilizing CRM tool.
  • Take active or leadership role in community, civic, and/or charitable organizations, and events.
  • Actively participate with wealth team in development of key customer plans & reviews
  • Develop relationships with COI's (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities.
  • Participation and attendance at meetings and functions as assigned.
  • Engage with clients through company sponsored activities and events.
  • Meet individual/team performance and operational goals Act as mentor to peers.
  • Other duties as assigned.


  • You have a college degree or 7 years’ experience in direct financial sales.
  • You have 10 years of wealth management/private banking experience in the financial services industry.
  • You possess a valid drivers' license and have independent transportation.
  • You are able to obtain an NMLS registration within 90 days.
  • You demonstrate strong presentations skills, including being an excellent listener and the ability to make direct sales presentations.
  • You demonstrate willingness to maintain Series 65 and Life licenses.
  • You demonstrate extensive knowledge of Trust & Bank products & services (i.e.
  • Investments, Insurance, Brokerage, Private Banking, & Retirement Planning)
  • You demonstrate excellent verbal and written communication skills.
  • You demonstrate strong attention to detail.
  • You demonstrate general office skills, including use of phone, computer, fax, and other office equipment.
  • You demonstrate proficiency in use of Microsoft Office (Word, Excel, and Outlook)
  • You demonstrate the ability to address customer concerns positively, tactfully, and diplomatically, and must present self very professionally and courteously at all times.
  • You demonstrate the ability to work with all clients & prospects of varied backgrounds & experiences.
  • You demonstrate a high level of energy & drive, ability to self-start, enthusiasm, with a motivation to be highly successful in a relationship selling environment.