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Heritage Federal Credit Union
Evansville, IN | Full Time
$90k-129k (estimate)
4 Months Ago
Director of Private Banking
$90k-129k (estimate)
Full Time | Banking 4 Months Ago
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Heritage Federal Credit Union is Hiring a Director of Private Banking Near Evansville, IN

Start your career with Heritage Federal Credit Union!
Join our team at Heritage Federal Credit Union as a Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.
The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high-net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet the financial needs of members. Supports standards for managing net portfolio in a manner that ensures compliance with credit union regulations, policies and procedures, credit quality and credit policy requirements.
What you’ll do:
  • Build and maintain business relationships with targeted high value and high net worth clients.
  • Serve as members’ primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides best in class.
  • Make member focused recommendations and provides high value product solutions.
  • Finalize, help structure, and close deals with a high rate of success.
  • Fully understand the members profile, financial status, and financial goals to ensure the product and service offerings are in the customer’s best interest.
  • Educate members directly or with internal staff about financial strategies, products and services that will meet or exceed their needs.
  • Prospect for clients by sourcing and building own pipeline of clients/opportunities.
  • Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
What we’re looking for:
  • Bachelor’s degree, or equivalent work experience
  • Minimum of 3 years of successful sales/client service experience of higher net worth clients.
  • Previous sales experience with full-service financial institution helpful.
  • Excellent interviewing, communication, and public relations skills.
  • Strong networking and business development skills.
  • Strong analytical and financial skills.
  • Dependable, punctual, and able to retain confidential information.
About Heritage Federal Credit Union
Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$90k-129k (estimate)

POST DATE

01/07/2024

EXPIRATION DATE

06/05/2024

WEBSITE

hfcu.info

HEADQUARTERS

EVANSVILLE, IN

SIZE

25 - 50

FOUNDED

1965

TYPE

Private

CEO

BEN RANDALL

REVENUE

<$5M

INDUSTRY

Banking

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About Heritage Federal Credit Union

Heritage Federal Credit Union provides loans, mortgages, lending, insurance planning and wealth management services for individuals and businesses.

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