What are the responsibilities and job description for the Private Banker position at Heritage Bank NA?
Job Type
Full-time
Description
Hybrid role working from our Sioux Falls office and remotely.
Are you ready to leverage your experience in building strong client relationships and managing complex projects in a new, rewarding direction? Join our team and apply your skills in a dynamic, specialized environment, working closely with physicians to deliver concierge-level financial solutions. We are seeking a driven professional who excels in fostering trust, delivering exceptional service, and making a meaningful impact in the lives of medical professionals.
About Physician Bank
Physician Bank, a division of the award-winning Heritage Bank NA, goes far beyond traditional banking. Our mission is to serve physicians with tailored financial solutions that address the unique challenges of their profession. We provide a highly personalized, "I’ll do it for you" service model designed to simplify financial management for doctors at every stage of their careers.
Position Summary
The Role - Your Next Career Move:
As a Private Banker, you’ll draw on your strengths in building relationships, understanding client needs, and delivering outstanding service. This role is less about traditional banking and more about using your ability to connect with people, advocate on their behalf, and provide personalized solutions that help them achieve their financial goals.
What Sets This Opportunity Apart
No Queues, Ever: We operate on an "Always On Call" basis, accessible via text, phone, or email. You get to focus on quality interactions over high-volume transactions.
Client Engagement & Growth
This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law.
We are an Equal Opportunity Employer and value diversity at all levels of the organization.
Requirements
Full-time
Description
Hybrid role working from our Sioux Falls office and remotely.
Are you ready to leverage your experience in building strong client relationships and managing complex projects in a new, rewarding direction? Join our team and apply your skills in a dynamic, specialized environment, working closely with physicians to deliver concierge-level financial solutions. We are seeking a driven professional who excels in fostering trust, delivering exceptional service, and making a meaningful impact in the lives of medical professionals.
About Physician Bank
Physician Bank, a division of the award-winning Heritage Bank NA, goes far beyond traditional banking. Our mission is to serve physicians with tailored financial solutions that address the unique challenges of their profession. We provide a highly personalized, "I’ll do it for you" service model designed to simplify financial management for doctors at every stage of their careers.
Position Summary
The Role - Your Next Career Move:
As a Private Banker, you’ll draw on your strengths in building relationships, understanding client needs, and delivering outstanding service. This role is less about traditional banking and more about using your ability to connect with people, advocate on their behalf, and provide personalized solutions that help them achieve their financial goals.
What Sets This Opportunity Apart
No Queues, Ever: We operate on an "Always On Call" basis, accessible via text, phone, or email. You get to focus on quality interactions over high-volume transactions.
- True Concierge Service: You will champion our “I’ll do it for you” approach, removing friction from our clients' busy lives.
- Comprehensive Expertise: You will be the single point of contact for everything from routine banking to credit coaching, giving you an unparalleled, holistic view of the banking industry.
Client Engagement & Growth
- Manage live leads and utilize data mining to identify tailored financial opportunities.
- Drive outbound sales and provide valuable financial education to clients.
- Act as the welcoming face and voice of Physician Bank, ensuring a seamless, premium customer experience across phone, text, video messaging, and email.
- Guide clients through digital banking setups, password security, and account linking.
- Handle high-level account maintenance, including external transfer limits, P2P setup, wire transfers, and "move money" transactions.
- Manage complex account changes, travel notices, Reg E disputes, and tax form retrievals.
- Serve as the primary point of contact for personal consumer loans.
- Coordinate seamlessly with mortgage lenders to assist with service inquiries, escrow, insurance, and tax forms for both retained and sold mortgages.
- Maintains the highest standards for confidentiality and security.
- Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
- Responsible for security as it applies to this position.
- Performs other duties as assigned.
- Mission: Help people succeed financially.
- Ethics: Always do the right thing.
- Solutions: Bring innovative solutions to challenges.
- Ownership: Take accountability and learn from our mistakes.
- Positivity: Bring energy and enthusiasm to everything we do.
This job description outlines the general nature of the role and is not intended to be all-inclusive. Duties, responsibilities, and benefits may change as business needs evolve. Employment is at will, meaning either the employee or the Company may end the employment relationship at any time, consistent with applicable law.
We are an Equal Opportunity Employer and value diversity at all levels of the organization.
Requirements
- Demonstrated success in client relationship management and advocacy, with a proven ability to build trust and deliver exceptional service in any professional setting.
- Exceptional communication and interpersonal skills; able to earn trust and inspire confidence among discerning clients.
- Strong organizational skills and attention to detail when managing complex accounts or projects.
- Quick to adapt and eager to learn new industries and processes; experience in finance is a plus but not required.