Private Banker jobs in the United States

Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.

Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.

Responsible to acquire, develop and maintain relationships with Affluent and HNW (High Net Worth) clients. Serve as the primary relationship advisor, proactively assessing client needs and effectively meeting the investment, deposit, loan, trust, and planning needs of the client.  Acquire client relationships through both internal referrals and external prospecting to generate expanded relationships. Performs other projects and duties as assigned.

Essential Functions, Duties, and Responsibilities:

·       Assess and determine client’s investment goals, presents proposals, and closes managed investment solutions. Follow a fiduciary standard with all clients, always doing what is in the client’s best interest.

·       Develop Affluent and HNW client relationships through targeted prospecting, external networking and internal referrals. 

·       Build a book of business achieving growth targets by meeting client’s investment, trust, deposit and Private Banking needs.

·       Utilize goal based planning to meet client needs.  Prepare and present financial plans providing recommendations on wealth management topics.

·       Maintain an organized and consistent calling effort to build a strong network, develop a pipeline of opportunities, and generate client acquisition and expansion.

·       Participate in sales meetings and communicate with branches within assigned network on a consistent basis.

·       Partner with, coach and build rapport with Branch managers and branch staff within assigned branch network to maximize effectiveness of referrals.

·       Partner with Commercial, Mortgage and SBA teammates to develop relationships and client introductions.

·       Through interactions with clients and familiarity with their accounts, identify opportunities for cross-selling and for referrals to other areas of Ameris Bank.

·       Provide proactive relationship management to clients, and utilize Salesforce and other relevant Ameris Bank systems required to effectively manage client relationships.

·       Communicate regularly with the Managing Director Private Banking regarding client interactions and opportunities.

·       Participate in community affairs to increase the Bank’s visibility and enhance new business opportunities.

·       Complete required training in a timely fashion and proactively seek other training opportunities appropriate to the position.

·       Meet risk and compliance requirements and policies.

Required Knowledge, Skills and Competencies:

·       Relationship management, business development, presentation and sales skills required.

·       Requires strong knowledge of wealth management including investments, trusts, employee benefit plans, lending, deposits and financial planning.

Industry and Work Experience:

·       Must have a minimum of 8 years sales and client management experience.

·       Experience working with internal business partners.

Academic:

·       Bachelor’s degree in Finance, Business, or related field required

·       CFP designation preferred

Benefits Available to Employees:

Ameris Bank provides a comprehensive employee benefit package to all eligible employees.

• Medical, Dental and Vision Insurance
• Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
• Life Insurance provided at no additional cost to employees
• Accidental Death & Dismemberment Coverage
• Long-Term Disability Coverage
• Paid Sick and Vacation Leave
• 11 Holidays
• Volunteer/Service Day
• Employee Stock Purchase Plan
• 401(k) Retirement Plan
• Ameris Bank matches 50% of your first 8% of contributions to the plan
• Flexible Spending Accounts
• Health Savings Account
• Health Reimbursement Arrangement
• Supplemental Life & Other Insurance Plans
• Identity Theft Protection
• Pet Insurance
• Legal Insurance
• Employee Assistance Program
• Employee Advocacy Program 
• Tickets at Work (Entertainment discounts for Ameris Bank Employees)
• Wellness Discounts for Medical Premiums and Other Rewards 
• Employee Referral Incentive
• Education Assistance
• Employee Resource Groups 

Banking Advantages for Employees:

In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.

• Free Interest Checking
• Free Safe Deposit Box
• Free Money Orders, Travelers’ Checks and Cashier Checks
• Discount on Mortgage Origination Fee
• Free Online Banking and Free Unlimited Online Bill Payment
• Employee Banking Perks

Disclaimer:

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.