Private Client Banker - Lansingburgh

What you’d do

Serve as a private client banker for clients with up to $2M in investable assets, holding financial wellness conversations, recommending solutions, and referring investment and insurance products. Full-time role focused on sales goals, prospecting, and building referral sources. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Experience developing customer relationships and achieving sales goals
• Experience building referral sources in insurance and investment products
• Knowledge of sales and service techniques
• Prospecting and networking skills