Preferred Banker | 43006

Salary: $70K-$80K DOE
Industry: Financial Services

What Matters Most:

A minimum of 3 years of experience in private banking required
Proficiency in MS Office strongly preferred, including advanced experience with MS Excel
Existing client portfolio preferred
Bachelor’s degree required

Your New Role:
This boutique banking firm has found success through exceptional client service and innovative technology with a smart, dynamic, and savvy team calling the shots. We’re working with them on a very unique role that involves ultra high touch client service and plenty of professional polish. As a Preferred Banker for this organization, you’ll need to know everything there is to know about current bank products and services and keep your team in the loop as the market and the industry changes. This is a hybrid sales and support position where you’ll do some cold calling alongside the Relationship Managers to add to your self-sourced portfolio and provide ongoing client service for the top 10% of the company’s client base. You’ll be responsible for ensuring seamless support as you transition clients over to the bank and complete a detailed analysis and comparison of their current banking relationship. To find your way onto this very talented team, you’ll need to possess the ingenuity to problem solve at a moment’s notice and the ability to provide phenomenal service to clients on every level.

Your New Organization:
They occupy a unique niche in the financial services industry, with innovative technologies, progressive practices, and a client-centric approach at the heart of everything they do. There’s incredible growth opportunity in this company and you’ll get plenty of support, as well as some financial assistance, as you develop the skills needed to advance your career. Incredible perks are on offer including a personal errand concierge service with your first six errands on the company, your birthday paid and off the clock, and the morning off for your child’s first day of school. It’s hard to believe, but the benefits are even better! Look forward to generous paid time off, medical, dental, and vision coverage, life and disability insurance, an employee assistance program, a 401(k) plus match, volunteer time off, maternity or paternity leave, a fitness stipend, pet insurance, and an employee mortgage program. Sounds too good to miss, right? Get us your resume today for immediate consideration!

If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to macslistfinancial@bolywelch.com. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

Commitment to Diversity
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Boly:Welch recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners. As a business founded and owned by women, Boly:Welch collaborates with minority and women-owned business enterprises to help develop and nurture strong relationships across all stakeholders. We make connections that enrich our community by seeing possibilities in people.
Category: Financial Services