Private Banker

The role

The Private Banker will build and deepen relationships with high-net-worth individuals, entrepreneurs, and business owners in the Lehigh Valley. This role involves managing client banking and lending needs and identifying opportunities to generate new business.

What you will do

• Build and deepen relationships with high-net-worth individuals, entrepreneurs, business owners, and other clients throughout the Lehigh Valley market.
• Develop new business opportunities and generate deposit, lending, and other banking relationships through proactive relationship development, networking, and referrals.
• Serve as a trusted banking partner by understanding clients financial needs and connecting them with appropriate banking and lending solutions.
• Deliver a highly personalized client experience with exceptional responsiveness, service, professionalism, and follow-through.
• Develop and maintain relationships with centers of influence, referral partners, and community stakeholders.
• Leverage DLP Bank's existing relationships and market presence to identify and cultivate prospective clients.
• Meet with clients face-to-face whenever possible, or virtually when in-person meetings are not feasible.
• Maintain up-to-date knowledge and expertise in DLP Bank's products and services and relevant banking industry trends.

Required qualifications

• 5+ years of financial services experience, with demonstrated experience working directly with high-net-worth individuals, entrepreneurs, and/or business owners.
• Demonstrated success building and maintaining strong client relationships and generating new deposit, lending, and/or banking opportunities.
• Strong knowledge of banking products, services, and relationship management practices.
• Strong interpersonal, communication, and relationship-building skills.
• Proven ability to provide highly responsive, personalized service and operate with a strong sense of urgency.

Nice to have

• 2+ years of experience in private banking, commercial banking, business banking, or a related relationship management role
• Established relationships within the Lehigh Valley market and/or with relevant centers of influence

Benefits

• Health/dental/vision/life insurance
• 401(k) matching
• learning/educational incentives
• Volunteer Time Off
• well-being programs
• company events
• self improvement/productivity tools

Before you apply

• Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify).

About the company

DLP Bank is a bank where Dream, Live, Prosper is the philosophy. It has been named to the Inc. 5000 as one of the Fastest-Growing Banks in America for three consecutive years.