Private Banker
Listed on 2026-06-20
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Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales, Wealth Management
CFBank, headquartered in Columbus, Ohio, operates as "The Boutique Bank," blending the full-service capabilities of a large institution with the personalized attention of a local partner. The bank specializes in commercial lending, equipment financing, and private banking solutions that prioritize tailored strategies and quick decision-making. With a commitment to fostering long-term partnerships and supporting local communities, CFBank provides financial solutions that are streamlined, transparent, and designed to meet client goals.
Serving clients across Ohio with locations in cities including Cincinnati, Cleveland, Columbus, Indianapolis, and Akron, CFBank prioritizes trust, collaboration, and superior service. At CFBank, clients experience banking tailored to their unique needs.
We are seeking a Private Banker for a full-time, on-site role based in New Albany, OH. The Private Banker will deliver exceptional financial solutions to clients by providing personalized banking services and building lasting relationships. This role includes responsibilities such as managing client portfolios, developing tailored financial plans, advising on investment strategies, and fostering trust as a reliable financial partner. The Private Banker will collaborate with internal teams to ensure seamless service delivery and work closely with clients to identify opportunities for wealth growth, asset allocation, and financial planning.
Qualifications- Proficiency in Financial Planning and Private Banking, with a focus on client-centric solutions
- Expertise in Finance and Investments to guide clients effectively toward their financial goals
- Strong knowledge of Asset Allocation and wealth management strategies
- Exceptional interpersonal and relationship-building skills
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field
- Relevant certifications such as CFA or CFP are a plus
- Demonstrated ability to meet client needs and deliver results under tight deadlines
- Experience in working with high-net-worth individuals is an advantage
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