Private Banker

PA0186 Mount Joy


Job Description

The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services. Essential Functions• Initiate contacts for developing and closing new business• Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.• Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances• Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships...

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