Private Client Manager
Urbana, IL - 201 W. Main St.
19 days ago
Position Summary
The Private Client Manager is responsible for prospecting and developing relationships with high net worth individuals. This position will identify opportunities to benefit these clients by leveraging relationships across all areas of the Bank. This role will report to either the Regional or Market President.You are responsible for providing an exceptional client experience by offering advised solutions and Busey partner referrals that deepen client relationships through the following;Ensuring proposed products and services maximize the clients’ needs, goals, and objectives.Leveraging centers of influence and developing new relationships through prospecting and building community networks.Pursue and close on leads for those who qualify for recognition as private clients.Resolve customer complaints and ensure customer satisfaction; support the Net Promoter Score effort to gauge client satisfaction.
Knowledge of:
Ability to:
Education and Training:
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.