Private Banking Account Executive

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🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $102.4k - $153.6k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

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Leader Bank

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2002

🏦 Banking

💸 Finance

Banking • Finance

Leader Bank is a Massachusetts-based community bank with a national reach that offers personal, small business, and commercial banking products and lending solutions. It provides checking and savings accounts, high-yield CDs, mortgages and home-equity lending, commercial and SBA loans, cash management and deposit services (including ZDeposit), and insurance through Leader Insurance. The bank emphasizes personalized, community-focused service, digital banking features, and tailored solutions for homeowners, businesses, landlords, and real estate professionals.

📋 Description

• Responsible for developing 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. • Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment. • Build and maintain close relationships with clients and business partners. • Provide concierge service experience to clients, including responding quickly to client and partner inquiries, providing financial guidance, and developing personalized banking solutions. • Meet with clients and business partners in-person, virtually, and through other networking opportunities, groups, events, etc. • Identify potential business opportunities through external referral sources. • Work well individually and as a team to create strategies and marketing opportunities to help promote the brand.

🎯 Requirements

• 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

🏖️ Benefits

• Health insurance coverage • Team member wellness program • Life and disability insurance • Retirement savings plan • Paid holidays and paid time off • Vacation