Private Banker

Love What You Do. We are a mission driven credit union that strengthens the financial well‑being of our members, and our work begins with our people. Sponsored by The Walt Disney Company, we carry forward a legacy of service, creativity, and community. We offer a comprehensive Total Rewards package, meaningful development opportunities, and an inclusive culture where every employee contributes, grows, and thrives.

Your work creates real impact, and you have the support to build a career you truly love.

The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high‑pressure sales culture at large banks, our Private Bankers develop deep, long‑term financial relationships with Disney Cast Members and families in a service‑first environment. We offer stability, a nationally respected brand, and the ability to expand into investment and wealth advisory roles over time.

For candidates who want a balance of relationship banking plus the opportunity to grow their investment knowledge, without the pressure of a production‑heavy retail bank, this is a unique and highly fulfilling career path.

As the trusted primary contact for affluent and selected members, this role delivers comprehensive relationship management by overseeing their full banking relationship with a proactive, consultative approach. The role partners closely with Wealth Management Advisors to provide tailored guidance and recommendations based on each member’s financial goals and with seamless client experience. This role also can manage investments accounts for members based on Investment guidelines.

The Private Banker acts 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. This role embodies Partners’ leadership competencies and core values, maintaining professionalism, integrity, and a positive member experience. Securities and FINRA licensing are required.

The position reports directly to the Branch Manager and works in close collaboration with the Private Banking Program Manager to support strategic initiatives and implement tactical programs.

• Comprehensive Relationship Management – Serve as the primary contact for affluent and select members, managing complete banking and investment relationships using 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.
• Deliver tailored financial and investment solutions using an advice‑based approach, ensuring recommendations align with member goals.
• Proactive Financial Needs Assessment – Identify life events and evolving financial needs to recommend appropriate financial solutions.
• Product and Service Expertise – Maintain knowledge of current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders.
• Mentorship and Leadership – Mentor all levels of Member Experience Professionals, sharing knowledge and skills to enhance performance and success.
• Cross‑Selling and Financial Growth – 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.
• Regulatory Compliance and Documentation – Ensure all documentation meets quality control standards and regulatory policies, including CIP, OFAC, and Chexsystems.
• Member Education and Technology Adoption – Educate members on digital and online banking solutions to enhance convenience and financial literacy.
• Business Development and Member Engagement – Represent Partners at business development events, expos, and seminars.
• Acquire new memberships and follow up with targeted outreach.
• Investment and Partnership Guidelines – Approximately 75% of time is dedicated to banking…