Private Banker

The Private Banker will play a critical role in serving wealthy clients of the bank, providing them with world-class service and support, and managing all their banking and lending needs. This team member works closely with the bank’s affiliate relationships.

What you have already achieved: (Requirements)

• 5+ years financial services experience, working directly with High Net Worth investors
• 2+ years experience as a Private Banker preferred

What you are great at: (Responsibilities)

• Host meetings with clients face-to-face whenever possible, or via Zoom if in-person meetings are not feasible.
• Consistently follow up and follow through with high energy and urgency.
• Handle incoming prospect inquiries and schedule appointments with additional team members as necessary.
• Utilize scripts and the sales enablement toolset.
• Gather referrals from clients.
• Develop a reputation with clients for responsiveness, excellent service, and positive outcomes.
• Gather raving 5-star reviews and testimonials from investors.
• Maintain up-to-date knowledge and expertise in all bank products, as well as DLP Funds and the overall industry/market.

What you are motivated by:

• A fast pace. We’ve grown exponentially and new team members continue to join our DLP family.
• A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally.
• Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from.
• A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of “Leaders made here” at DLP, focused on developing and growing leaders.

Our Mission:

DLP Bank - where Dream, Live, Prosper isn't just our name, it's our philosophy. Formerly known as Community State Bank, we've recently been acquired by DLP Bancshares and undergone a vibrant rebrand to reflect our new vision. Our commitment is to deliver a banking experience that helps you dream bigger, live better, and prosper more.

Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at  Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here .

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