Private Banker

Bismarck/Mandan, North Dakota | Bismarck
Bismarck, ND, USA

• Full-Time
• Requisition #: PRIVA
  002026

Bravera is hiring for a Private Banker in Bismarck, ND. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward.

This position is responsible to serve as trusted advisors who help customers achieve their financial goals through personalized solutions and meaningful relationships. Private Banker possesses advanced knowledge of Retail Banking, Digital Banking, Treasury Management, Business Banking, Ag Banking, Wealth and Insurance services. This role is responsible for growing and retaining deposit relationships, generating referrals across business lines and developing new business opportunities through intentional networking, community involvement, and building trusted customer relationships.

There will be a strong focus on developing new deposit relationships through business development activities.

• Profitably grow deposit and banking relationships while maintaining adherence to the Bank’s risk tolerance.
• Acquire new affluent consumer and small business relationships through networking, referrals and community engagement.
• Deepen existing customer relationships through intentional customer engagement and delivery of personalized financial solutions.
• Generate quality referrals across Wealth, Insurance, Treasury Management, Business Banking, Ag Banking and Digital Banking
• Maintain high customer retention and satisfaction through exceptional service and relationship management.
• Contributes to the bank’s financial success by achieving targets for loan production, new account production, line of business referrals, treasury services and digital banking enrollment.

• Develops and delivers personalized banking solutions that support customers’ financial goals while providing exceptional service and building trusted relationships.
• Identifies high-potential prospects and actively pursues opportunities to develop new business relationships
• Coordinates with partners across all lines of business to deliver comprehensive solutions that meet customer needs.
• Fosters strong relationships with internal teams and external partners.
• Facilitates collaboration across teams and partners.
• Day-to-day duties and responsibilities may vary based on factors such as experience, the size and complexity of the customer portfolio, the products and services used by the customers, and individual customer needs

• Maintains a disciplined business development plan including networking, prospecting, call activities, center-of-influence development and community engagement to generate new deposits and relationships
• Independently writes and presents professional quality proposals and respond to formal requests for proposals.

• Consults with customers over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the customer’s financial objectives.
• Actively manages an assigned portfolio of relationships to identify opportunities for growth, strengthen customer retention, and connect customers with additional products and services that meet their needs
• Collects information directly from customers regarding income, assets, investments, and credit; analyzes information to develop customized plans identifying banking options and services that will best meet customers’ financial needs and goals
• Identifies customer needs and goals for business,…