What are the responsibilities and job description for the Private Banker position at dlpbank?
The Private Banker will play a critical role in serving wealthy clients of the bank, providing them with world-class service and support, and managing all their banking and lending needs. This team member works closely with the bank’s affiliate relationships.
What you have already achieved: (Requirements)
- 5 years financial services experience, working directly with High Net Worth investors
- 2 years experience as a Private Banker preferred
What you are great at: (Responsibilities)
- Host meetings with clients face-to-face whenever possible, or via Zoom if in-person meetings are not feasible.
- Consistently follow up and follow through with high energy and urgency.
- Handle incoming prospect inquiries and schedule appointments with additional team members as necessary.
- Utilize scripts and the sales enablement toolset.
- Gather referrals from clients.
- Develop a reputation with clients for responsiveness, excellent service, and positive outcomes.
- Gather raving 5-star reviews and testimonials from investors.
- Maintain up-to-date knowledge and expertise in all bank products, as well as DLP Funds and the overall industry/market.
What you are motivated by:
- A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.
- A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
- Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.
- A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.
Our Mission:
DLP Bank - where Dream, Live, Prosper isn't just our name, it's our philosophy. Formerly known as Community State Bank, we've recently been acquired by DLP Bancshares and undergone a vibrant rebrand to reflect our new vision. Our commitment is to deliver a banking experience that helps you dream bigger, live better, and prosper more.
Benefits and Perks:
Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.