Private Banking Account Executive

🕒 Outubro 24, 2025

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🧑‍💼 Executivo de Contas

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Leader Bank

SiteLinkedInTodas as Vagas

201 - 500 funcionários

Fundada em 2002

🏦 Bancário

💸 Finanças

Banking • Finance

O Leader Bank é um banco comunitário com sede em Massachusetts e alcance nacional que oferece produtos bancários pessoais, para pequenas empresas e comerciais, além de soluções de crédito. Ele fornece contas corrente e poupança, certificados de depósito com alto rendimento, hipotecas e crédito imobiliário, empréstimos comerciais e da SBA, serviços de gestão de caixa e depósitos (incluindo ZDeposit) e seguros através do Leader Insurance. O banco enfatiza um serviço personalizado focado na comunidade, recursos de banco digital e soluções sob medida para proprietários de imóveis, empresas, locadores e profissionais do setor imobiliário.

Descrição

• Develop private client relationships, including generation of residential mortgages, other credit facilities, and deposits • Acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives • Build and maintain close relationships with clients and business partners • Provide concierge service experience to clients, including but not limited to; responding quickly to client and partner inquiries, providing financial guidance and develop personalized banking solutions for high-net worth clients and business partners • Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business • Identify potential business opportunities through external referral sources • Create strategies and marketing opportunities to promote the brand

🎯 Requisitos

• Bachelor’s degree, CFP, CTFA a plus • Minimum 10 years private client/private banking experience • Entrepreneurial mindset, ability to think outside the box • Specialty product knowledge a plus • Independent contributor expected to manage own book of business as well as retain and effectively manage clients • Strong verbal and written communication skills and interpersonal skills required • General computer knowledge a must with prior banking applications experience preferred • Ability to handle multiple priorities and poses a strong attention to detail

🏖️ Benefícios

• Competitive compensation and benefits package • 401k plan with corporate match • Medical and dental insurance • Healthy work-life balance • Diverse and inclusive environment