Private Banker-Float

We are an award-winning, fast-growing, high-achieving organization that thrives on winning. As a Private Banker-Float, you will focus on establishing strong connections with small businesses, nonprofit organizations, and private banking clients, while delivering highly personalized service, facilitated by direct access to decision-makers and a collaborative culture that encourages partnership across all lines of business.

Requirements

• Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling.
• Serve as a strategic connector across business lines to deliver seamless cross-sell opportunities and deliver a Boutique client experience for both new and existing customers.
• Champion outstanding customer service by managing the client journey end-to-end, collaborating with internal teams to ensure timely and effective solutions to client needs.
• Act as a trusted advisor for both colleagues and clients, leveraging deep expertise in banking best practices, CFBank's suite of solutions, and up-to-date compliance standards.
• Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions (IRAs, HSAs), utilizing digital tools and adhering to operational and compliance protocols.
• Support a culture of compliance and operational excellence by participating in audits, risk assessments, and continuous improvement initiatives.
• Uphold the highest standards for data privacy and security, strictly following internal protocols to safeguard client information at all times.

Benefits

• Dependent coverage
• PTO
• Federal Holidays
• Paid Parental Leave for those who qualify for eligibility