Private Banker

North Shore Bank is a locally owned and operated community bank that has proudly been serving the Twin Ports area and beyond with integrity for over 100 years. We specialize in providing personalized financial solutions and fostering long-term relationships with our customers. North Shore Bank is seeking a Private Banker to join our Team! This individual will provide concierge-style service for the superior client experience, maintain and cultivate a proactive approach to client relationships, support the department with loan and account maintenance and act as a referral partner to other areas of the bank. This position is located onsite in Duluth, MN with occasional local and regional travel.

At North Shore Bank, we offer:

• Competitive pay
• A welcoming, team-oriented work environment
• Opportunities for continued learning and career development
• Equal opportunity employment

What You Will Do:

• Create and maintain a portfolio of clients with deposit, loan and financial planning relationships
• Meet with potential private banking clients
• Underwrite personal and commercial loans
• Meet periodically with existing customers to review and expand existing relationship
• Develop professional contacts by participation in community networking
• Function as a liaison to a variety of specialists such as commercial lenders, mortgage originators, insurance agents, trust administrators and retirement administrators.
• Participate in all aspects of Private Banking department which may include but not limited to: originating loans, processing loans, overdraft decisions, general account maintenance and other operational responsibilities. Could include providing back up to retail banking team in other branches.
• Develop skillsets in financial and retirement planning
• Perform other duties as assigned

What We’re Looking For:

• Associates degree and five to ten years of similar or related experience. Experience will be considered in lieu of degree.
• Exceptional customer service, communication and relationship building skills
• Detail orientated, multitasking and time management skills
• Supports collaborative team environment
• Experience in consumer and mortgage lending. Commercial lending experience preferred
• Experience in financial and retirement planning preferred, but not required

Benefits:

• Medical, Vision and Dental, Employer paid Life and Disability, Flexible Spending Accounts, HSA, EAP, Wellness Program, Pet Insurance.
• 401(k) with Employer Match and Profit Sharing
• Vacation time
• Bereavement leave
• Paid Holidays
• Employee Perks
• Fun and friendly family-owned work environment
• $65,000-$79,000, depending on experience.

Job Type: Full-time

Pay: $65,000.00 - $79,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance
• Wellness program

Physical Setting:

• Office

Work Location: In person

Salary : $65,000 - $79,000