Private Client Relationship Manager

Job Requirements

Private Client Relationship Manager - Full Time (40 hrs/week)

327 North 17th Avenue, Wausau, WI, 54401, United States

FT Regular Exempt

Name: brittney bierman

Email:

We know what you’re thinking. "What kind of name is Incredible Bank?" Well, we’re glad you asked. With a name like Incredible Bank, we have a lot to live up to. Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!). A promise that we strive to be incredible in everything we do.

A promise that will help our customers, fellow team members, and our communities to do the incredible. At Incredible Bank, we’re all about ICE. What’s ICE? ICE stands for Incredible Customer Experience™ (that’s right - an experience so good and so important we trademarked it). ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking.

Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.

So - how can you help us live up to our name?

The Private Banker is responsible for developing, managing, and expanding relationships with high-net-worth and affluent clients by delivering integrated banking solutions through exceptional service, responsiveness, and trusted advice. This role supports multiple lines of business, including deposit growth, credit solutions, cash management, residential lending, and investment and wealth management services. The Private Banker serves as a trusted advisor, coordinating across banking, lending, mortgage, and wealth management teams to meet client needs while achieving individual and Team Performance Goals.

Team Performance Goals. Duties And Responsibilities May Include

Develop, manage, and grow a portfolio of affluent and high-net-worth individuals, families, and closely held businesses by understanding their financial goals and delivering solutions that deepen relationships and drive long-term growth. Maintain a comprehensive understanding of account opening, account maintenance, deposit products, digital banking services, and routine transaction processing to deliver personalized, efficient service that meets each client’s unique needs and expectations.

Manage portfolio performance with accountability for client retention, profitability, relationship growth, and the delivery of an exceptional client experience. Develop and execute regular relationship plans that align client needs with bank solutions to expand relationships, increase balances, strengthen retention, and improve profitability while supporting long-term portfolio growth and client retention. Act as the central point of coordination across Commercial Banking, Consumer Banking, Mortgage, Treasury Management, and Wealth Management teams to deliver integrated solutions and a seamless client experience.

Identify client borrowing needs and facilitate referrals to appropriate lending partners to support financing objectives and strengthen the relationship. Conduct banking activities in accordance with internal policies, regulatory requirements, and sound risk management practices to protect clients, safeguard the bank, and maintain its reputation. Represent the bank at community, civic, and professional events to enhance brand visibility, cultivate referral sources, and identify new business opportunities.

Achieve established goals related to deposit growth, fee income, and overall relationship profitability to support portfolio performance and organizational growth. Participate in audits, exams, and…