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Private Client Relationship Manager - Full Time (40 Hrs/Wk)

We know what you're thinking.

"What kind of name is IncredibleBank?" Well, we're glad you asked.

With a name like IncredibleBank, we have a lot to live up to.

Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!).

A promise that we strive to be incredible in everything we do.

A promise that will help our customers, fellow team members, and our communities to do the incredible.

At IncredibleBank, we're all about ICE.

What's ICE? ICE stands for Incredible Customer ExperienceTM (that's right - an experience so good and so important we trademarked it).

ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking.

Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.

So - how can you help us live up to our name? About the Role: We are eager to discuss the prospect of you joining our team as our next incredible team member! The Private Banker is responsible for developing, managing, and expanding relationships with high-net-worth and affluent clients by delivering integrated banking solutions through exceptional service, responsiveness, and trusted advice.

This role supports multiple lines of business, including deposit growth, credit solutions, cash management, residential lending, and investment and wealth management services.

The Private Banker serves as a trusted advisor, coordinating across banking, lending, mortgage, and wealth management teams to meet client needs while achieving individual and team performance goals.

Duties and responsibilities may include: Develop, manage, and grow a portfolio of affluent and high-net-worth individuals, families, and closely held businesses by understanding their financial goals and delivering solutions that deepen relationships and drive long-term growth.

Maintain a comprehensive understanding of account opening, account maintenance, deposit products, digital banking services, and routine transaction processing to deliver personalized, efficient service that meets each client's unique needs and expectations.

Manage portfolio performance with accountability for client retention, profitability, relationship growth, and the delivery of an exceptional client experience.

Develop and execute regular relationship plans that align client needs with bank solutions to expand relationships, increase balances, strengthen retention, and improve profitability while supporting long-term portfolio growth and client retention.

Act as the central point of coordination across Commercial Banking, Consumer Banking, Mortgage, Treasury Management, and Wealth Management teams to deliver integrated solutions and a seamless client experience.

Identify client borrowing needs and facilitate referrals to appropriate lending partners to support financing objectives and strengthen the ...




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