Stock Yards Bank & Trust Co.

PRIVATE BANKING ASSOCIATE


PayCompetitive
LocationCarmel/Indiana
Employment typeFull-Time

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  • Job Description

      Req#: PRIVA004893

      As a Private Banking Associate, your day will be filled with opportunities to service existing clients and develop additional business opportunities by creating stronger and more diverse, well-rounded relationships with existing SYB clientele and their familial relations.

      Responsibilities

      Daily responsibilities include, but are not limited to, the following:

      • Offer exceptional service for existing bank customers who require personal assistance with their household depository accounts, loans, or ancillary bank services
      • Develop additional business with existing bank customers whether for the Associate’s portfolio or as referrals to other bank partners across all lines of business
      • Mine for new household deposit accounts and loan opportunities with existing WM&T customers as referred by WM&T advisors
      • Create deeper relationships with Next Generation customers from WM&T and Private Banking by developing strategies to strengthen and retain relationships
      • Manage a diverse portfolio of consumer deposit accounts and loans
      • Meet or exceed goals for internal prospecting calls and bank-wide referrals
      • Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions
      • Perform other duties as assigned

      Job Requirements

      The successful candidate will have the following qualifications:

      • BS/BA in business, finance or related field
      • Minimum 4 years of customer service experience with a financial services firm, preferably in the banking sector
      • Proven ability to give exceptional customer service
      • Self-starter and ability to solve unique customer service issues

      • Excellent written and verbal communication skills

      • Professional appearance and demeanor

      Benefits

      • 401(k) with a company match of up to 6%
      • ESOP employer match
      • Medical insurance
      • Dental insurance
      • Vision insurance
      • Cancer / Disease insurance
      • Accident insurance
      • Flexible Spending Accounts
      • Health Savings Accounts
      • Bank paid Life / AD& D insurance
      • Voluntary Life / AD&D insurance
      • Bank paid Short-Term and Long-Term Disability insurance
      • Employee Stock Purchase Plan
      • Employee Assistance Program

      Physical Requirements

      The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

      This position requires regular sitting, walking and standing. Most work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

      Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
      This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

  • About the company

      Banking for you, your business, and your community. At Stock Yards Bank & Trust, our commitment is to help you reach your financial goals—now and in the future.

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