Private Banker jobs in Colorado

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)

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Private Banker
  • Sunflower Bank NA
  • Greenwood, CO FULL_TIME
  • Description

    Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Denver, CO. 


    The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients' relationships across the organization, leveraging the diverse resources of the company to proactively recommend solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship (e.g., deposit, credit, wealth management).

    • Responsible for expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
    • Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
    • Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
    • Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
    • Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs.
    • Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
    • Manage private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends.
    • Achieve set goals for deposit growth, credit origination, and assets under management. 
    • Follow established lending procedures and perform adequate credit analysis.
    • Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.

    Education/Experience Preferred:

    •  Bachelor’s Degree in Accounting, Finance, or other related field.
    •  Must possess 7 or more years of experience in financial services with High-Net-Worth individuals and families.
    •  Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
    •  Must possess a high level of emotional intelligence and the ability to read situations accurately.
    •  Must possess business development, COI development and creative networking skills.
    •  Strong understanding of banking and lending products.
    •  Ability to understand complex financial statement presentations.
    •  Must be able to work flexible hours with an expected minimum of 40 hours per week.

    Sunflower Bank Benefits employees enjoy outstanding benefits, including:

    • 401(k) Plan with 6% Match
    • Health/Dental/Vision Insurance
    • Company-paid Life Insurance
    • Tuition Reimbursement
    • Fitness Reimbursement 
    • Paid Time Off
    • Volunteer Leave
    • Paid Holidays
    • Plus many more employee perks & incentives!

    People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.


    If you qualify, apply online at www.sunflowerbank.com/careers.


    You’ve never worked anyplace like Sunflower Bank!


    EOE/AA: Minorities/Females/Disabled/Vets


     Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. 


  • 6 Days Ago

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Premier & Private Banking - Private Banker
  • NBH Bank
  • Greenwood, CO FULL_TIME
  • It starts with our culture... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what th...
  • 1 Month Ago

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Private Live-in Caregiver
  • Private
  • Julesburg, CO FULL_TIME
  • Job Summary:Room and board provided. Must be willing to relocate to Northeast Colorado.We are seeking a compassionate individual as an In-Home Caregivers. As a caregiver, you will provide essential as...
  • Just Posted

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Private Mortgage Banker
  • Wells Fargo
  • ARVADA, CO FULL_TIME
  • About this role:Wells Fargo is seeking a...In this role, you will:Participate in soliciting residential mortgages from various sourcesProduce high quality jumbo loans which are compliant and provide e...
  • 7 Days Ago

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Private Banker II
  • First Western Trust
  • Aspen, CO FULL_TIME
  • First Western is seeking an Private Banker II to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join ...
  • 7 Days Ago

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Licensed Private Client Banker
  • KeyBank
  • Highlands, CO FULL_TIME
  • Location:4535 Milestone Lane - Castle Rock, Colorado 80104Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Bank...
  • 8 Days Ago

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SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 6/10/2024 12:00:00 AM

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Private Banker II
  • First Citizens Bank
  • Atlanta, GA
  • Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
  • 6/10/2024 12:00:00 AM

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Private Banker
  • The Judge Group
  • Milwaukee, WI
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/9/2024 12:00:00 AM

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Private Banker II
  • First Citizens Bank
  • New York, NY
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 6/9/2024 12:00:00 AM

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Private Banker - Director
  • Deutsche Bank
  • Los Angeles, CA
  • Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
  • 6/9/2024 12:00:00 AM

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Private Banker
  • Hiring Now!
  • Wayzata, MN
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/7/2024 12:00:00 AM

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Senior Private Banker
  • Avior Executive Search, Inc
  • Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 6/7/2024 12:00:00 AM

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Private Banker II
  • First Citizens Bank
  • San Francisco, CA
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 5/22/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$74,869 to $110,063

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