Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Thank you for taking the time to review our positions. At Leaders Credit Union, our mission is to “Power your passion and make lives better.” We are very intentional about the hiring and interview process, which means we take our time. We want to make sure that you find the perfect career path! We truly appreciate your interest in Leaders Credit Union.
Who is Leaders Credit Union? We are a member-owned financial cooperative. This means that we exist to serve the needs of the consumers who own accounts at Leaders Credit Union. They are owners, and their financial well-being is at the heart of every decision we make. We are one of the largest credit unions in West Tennessee, and one of the most stable. Our purpose is simple: to provide a sound, convenient alternative to traditional banking.
What are our core values? As a team member of Leaders Credit Union, you would be asked to adhere to a specific set of core values. These values should govern all decisions that are made when serving our members’ needs. These values are:
Why Leaders? Leaders Credit Union has been ranked one of the Best Credit Unions to Work For in the country for three years in a row. So, what makes Leaders such a great place to work?
What does a day as a Universal Banker look like?
What is the schedule? Our hours are 8:00 am to 5:00pm Monday through Thursday. Our drive-throughs are open until 6:00pm on Fridays. Sometimes giving top-notch member service may require a little overtime, but we value work-life-balance and do our best to limit this.
Does your skillset and experience line up? For this role, we are looking for someone who:
What is next? If you think this role is the prefect fit for you, please apply and upload your resume online. Once you have applied you will receive an email from our system saying your application has been received. Keep an eye on your email over the next few weeks as this is our main form of communication. If the next step for you is an interview, we will reach out via email. If this position isn’t the right fit at this time, we will keep your resume on file in case anything else comes available that you might be a great fit for.
Thank you for choosing Leaders!
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