DLP Bank
Private Banker
The Private Banker will play a critical role in serving wealthy clients of the bank, providing them with world-class service and support, and managing all their banking and lending needs. This team member works closely with the bank's affiliate relationships. What you have already achieved: (Requirements) 5+ years financial services experience, working directly with High Net Worth investors 2+ years experience as a Private Banker preferred What you are great at: (Responsibilities) Host meetings with clients face-to-face whenever possible, or via Zoom if in-person meetings are not feasible. Consistently follow up and follow through with high energy and urgency. Handle incoming prospect inquiries and schedule appointments with additional team members as necessary. Utilize scripts and the sales enablement toolset. Gather referrals from clients. Develop a reputation with clients for responsiveness, excellent service, and positive outcomes. Gather raving 5-star reviews and testimonials from investors. Maintain up-to-date knowledge and expertise in all bank products, as well as DLP Funds and the overall industry/market. What you are motivated by: A fast pace. We've grown exponentially and new team members continue to join our DLP family. A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally. Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from. A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of "Leaders made here" at DLP, focused on developing and growing leaders. Our Mission: DLP Bank - where Dream, Live, Prosper isn't just our name, it's our philosophy. Formerly known as Community State Bank, we've recently been acquired by DLP Bancshares and undergone a vibrant rebrand to reflect our new vision. Our commitment is to deliver a banking experience that helps you dream bigger, live better, and prosper more. Benefits and Perks: Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.
The Private Banker will play a critical role in serving wealthy clients of the bank, providing them with world-class service and support, and managing all their banking and lending needs. This team member works closely with the bank's affiliate relationships. What you have already achieved: (Requirements) 5+ years financial services experience, working directly with High Net Worth investors 2+ years experience as a Private Banker preferred What you are great at: (Responsibilities) Host meetings with clients face-to-face whenever possible, or via Zoom if in-person meetings are not feasible. Consistently follow up and follow through with high energy and urgency. Handle incoming prospect inquiries and schedule appointments with additional team members as necessary. Utilize scripts and the sales enablement toolset. Gather referrals from clients. Develop a reputation with clients for responsiveness, excellent service, and positive outcomes. Gather raving 5-star reviews and testimonials from investors. Maintain up-to-date knowledge and expertise in all bank products, as well as DLP Funds and the overall industry/market. What you are motivated by: A fast pace. We've grown exponentially and new team members continue to join our DLP family. A leadership team that trusts each other, communicates effectively, and is committed to helping team members grow, both personally and professionally. Visionary, smart, and innovative CEO. Ours is the kind of leader you read about, hope to work with, and learn from. A culture focused on developing and investing in team members - coaching, training, and supporting each other. We have a mantra of "Leaders made here" at DLP, focused on developing and growing leaders. Our Mission: DLP Bank - where Dream, Live, Prosper isn't just our name, it's our philosophy. Formerly known as Community State Bank, we've recently been acquired by DLP Bancshares and undergone a vibrant rebrand to reflect our new vision. Our commitment is to deliver a banking experience that helps you dream bigger, live better, and prosper more. Benefits and Perks: Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference. DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.