More jobs:
Private Banker
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-10
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Overview
Position Title: Private Banker
We are partnering with a highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This client-facing role targets affluent individuals, business owners, and trusted advisors. You will deliver customized banking, lending, and wealth management solutions backed by a collaborative team of specialists. You will have autonomy to grow your portfolio, cultivate referral partnerships, and provide an exceptional client experience with strong earning potential and long-term career advancement.
Salary Range: $160,000 - $210,000+ / Year DOE
Responsibilities- Develop new client relationships and enhance existing ones through proactive outreach
- Engage with referral sources, including CPAs and attorneys, to expand business opportunities
- Track and manage client data using Salesforce to ensure effective follow-up and relationship management
- Respond promptly to client needs and inquiries, facilitating timely solutions
- Conduct business development activities to identify and pursue new opportunities
- 7+ years of experience in two or fewer banks, unless demonstrating proven strategic growth
- Track record of generating $15 million in new loans, $10-15 million in new deposits, and $200-300k in yearly fee income
- Conversational understanding of credit, with the ability to lend up to $50 million for specific entities
- Minimum Bachelor s degree is required
- Proficiency in Salesforce or similar software and advanced Excel skills
- Experience in high-end banking, preferably in private wealth management
- Strong social acumen and ability to engage effectively with clients
- Series 6 or Series 7 certification is preferred
- Medical benefits with eligibility details provided by HR
- 401k plan with a 3% employer match
- Generous paid time off policy, including four weeks of PTO and potential for a fifth week
- All standard banking holidays plus a float day
If you are a Private Banker looking to take the next step in your career, apply now!
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