Licensed Banker - Davenport, FL

Overview

The Private Banker role at Partners Federal Credit Union blends relationship-banking with growing investment skills. Candidates will build long‑term member relationships with Disney Cast Members and families in a service‑first environment, avoid production‑heavy retail bank pressure, and have a career path that expands into investment and wealth advisory roles over time.

• Serve as the primary contact for affluent and select members, managing complete banking and investment relationships with a proactive, consultative approach.
• Collaborate with Partners Wealth Management Advisor to provide investment guidance and recommendations to affluent members and those beginning their investment journey.
• Act as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes.
• Deliver tailored financial and investment solutions using an advice‑based approach, ensuring recommendations align with member goals.
• Identify life events and evolving financial needs to recommend appropriate financial solutions.
• Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
• Promote the credit union’s objectives by cross‑selling products and services, contributing to branch growth.
• Provide regular updates to the Private Banking Program Manager on performance metrics.
• Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
• Educate members on digital and online banking solutions to enhance convenience and financial literacy.
• Represent Partners at business development events, expos, and seminars.
• Acquire new memberships and follow up with targeted outreach.
• All investment‑related activities must comply with regulatory standards and Partners Wealth Management policies.

Education Level – High School or GED (required)

Years of Relevant Work Experience – 3 to 5 years in retail banking; current FINRA certifications and licenses include SIE and Series 6

Certifications, Licenses, Registrations

• NMLS Certification – Required
• CA Notary – Required
• State L&D Insurance License – Required
• SIE – Required (if Series 6 acquired after October 1, 2018)
• FINRA Series 63 & 65 or Series 66 – Must be acquired within 9‑12 months of hire date

Continued employment for Series 6 applicants is contingent upon obtaining the Series 63 & 65 or 66 within 9‑12 months of hire.

Other Training, Technical Skills or Knowledge – Ability to use a personal computer and related software applications including Microsoft Outlook.

• 3+ years of experience building and maintaining relationships with members and colleagues.
• Strong knowledge of banking and securities regulations.
• Excellent member service, sales, and conflict resolution skills.
• Effective communication, organization, and time management abilities.
• Adaptability and initiative; able to work independently with minimal supervision.
• Strong teamwork and collaboration skills.
• High motivation, professionalism, and ethical standards.
• Demonstrates discretion when handling confidential financial information.

• New Memberships: 5–8 per month
• Loan Originations: 12–17 funded applications per month ($300K–$425K)
• Insurance Units: 8–12 per month (PLP, GAP, MBI)
• Qualified Referrals: 5–7 per month (Wealth, Auto, Mortgage)
• Investment Product Sales: 2 new Guided Wealth Portfolio (GWP) accounts per month
• Maintain member satisfaction and compliance quality scores at or above standards.

Shift work, including weekends and home visits, with hours outside of an 8‑5 schedule to cover member needs. Ability to work evenings and Saturdays. Seating is predominant; up to 10 lbs of force may be required occasionally. Strong verbal communication skills are essential.

All members of Partners Federal Credit Union are considered protected under equal employment opportunity laws and are not discriminated against on race, color, religion, gender, national origin, age, disability, or any other protected classification. The agency is a bona‑fide employer of record with compliance responsibilities. Regulator:
Certification information required for EEO compliance.