Private Banker

About the role

The Private Banker is responsible for delivering a comprehensive affluent client experience, coordinating with multiple business lines to provide the full range of Northwest Bank products and services.

Key responsibilities

• Initiate contacts, develop and close new business opportunities across investments, mortgage, small business, trust, and lending.
• Cultivate relationships with referral sources such as attorneys, accountants, and company officials.
• Prepare financial profiles, analyze client needs, and propose appropriate products and services.
• Conduct presentations, seminars, and client meetings while cross‑selling Northwest offerings.
• Ensure compliance with FINRA/SEC regulations and monitor client accounts on an ongoing basis.

Required profile

• 6‑8 years of relevant private banking or wealth management experience.
• Strong relationship‑management and sales skills with a proven ability to meet production targets.
• Excellent communication, analytical, and problem‑solving abilities.

Required skills

• Series 7, Series 63, Series 65, Series 66 licenses (or ability to obtain upon hire).
• Proficiency with Microsoft Office and related computer applications.