Private Banking
Not Disclosed•Full-TimeOn-site
location_onSR 2, Perkins Township, Erie County, Ohio, 44870, United States
About the Role
This position serves as a dedicated partner to high-net-worth individuals, medical professionals, and emerging affluent clients, managing relationships with investable assets of $1 million or more. The role is designed to provide high-touch banking, financial planning, credit, and comprehensive financial solutions tailored to the unique needs of these sophisticated clientele.
As a trusted advisor, you will act as a holistic partner, simplifying complex financial structures and offering solid solutions to help clients achieve their long-term goals. The position requires balancing the management of an existing portfolio (typically 75–125 relationships) with active prospecting to cultivate new opportunities. Depending on the market, the role involves a strategic mix of servicing current clients, developing internal and external referral networks, and representing the bank at community civic and service club events.
The day-to-day life of this role is dynamic and client-centric. You will coordinate complex transactions, manage credit relationships, and serve as the primary point of contact for inquiries ranging from account openings to loan processing. Success in this role demands an entrepreneurial spirit, requiring you to independently identify cross-sell and up-sell opportunities while maintaining strict confidentiality and adherence to FINRA and federal regulations. You will work closely with trust, investment, and lending teams to ensure optimal client service, often traveling to meet clients at home or attending evening and weekend events to accommodate their schedules.
Work location
Work model: On-site
SR 2, Perkins Township, Erie County, Ohio, 44870, United States
Perkins Township, Ohio
Key Responsibilities
- check_circleManage and grow long-term profitable relationships with high-net worth individuals and medical professionals
Similar Job Opportunities
Skills, education and keywords
Skills: Salesforce, Word, Excel, Powerpoint, Series 7, Series 63.
Education: Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience.
Frequently asked questions about Private Banking at Civista Bank
What does a Private Banking at Civista Bank do?expand_more
Day-to-day, the Private Banking at Civista Bank will manage and grow long-term profitable relationships with high-net worth individuals and medical professionals; monitor and manage existing credit relationships and client accounts across complex structures; identify and execute cross-sell and up-sell opportunities using sales tools and reports; and prospect for new clients and develop internal and external referral sources.
What are the requirements for this Private Banking role?expand_more
To qualify for the Private Banking at Civista Bank position, applicants should have: Five years of retail banking experience preferred; Bachelor's Degree in Business Administration, Finance, Banking or equivalent work experience; and Series 7 registered representative and Series 63 brokerage licenses preferred.
Where is the Private Banking role at Civista Bank located?expand_more
Private Banking at Civista Bank is based in SR 2, Perkins Township, Erie County, Ohio, 44870, United States. This is a on-site role.