Private Banker — 3-5 Years' Experience in Boise, ID

Private Banker — 3-5 Years' Experience Job Description

Private bankers should have strong interpersonal, marketing and customer relationship skills as well as a bachelor’s degree in business, accounting or finance. A master’s degree in these fields is preferred. At least three to five years of prior corporate financial lending experience is required, two of which should have been in private banking.

Typical private banker — 3-5 years' experience duties:

Generating and closing business with the high net worth market, professional associations and investor group segment

Consulting with customers regarding their financial needs and recommending various financial products and services

Preparing loan packages for credit review and underwriting and servicing accounts

Analyzing tax returns and financial statements

Managing complex portfolios of loans, trusts and deposits

Supporting senior-level bankers in managing larger, more complex account relationships

Looking for a private banker — 3-5 years' experience or a private banker — 3-5 years' experience job?

Submit your resume or request talent now and our expert recruiters will be with you shortly.

Robert Half can help you with your private banker — 3-5 years' experience staffing needs.

Microsoft Excel

Mobile Banking

CRM

Salesforce Platform

Spreadsheets

Customer Service

Perform Ad Hoc Financial

Sales

Banking Operation

Deposits

Salary for Private Banker — 3-5 Years' Experience in Boise, ID

58295 - 84773

25th percentile

58295

New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties

50th percentile

71200

Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role

75th percentile

84773

Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available

Projected salaries for related positions

Position title

25th percentile

50th percentile

75th percentile

Managing Director/Partner – Banking and Financial Markets

156195

187790

223835

Vice President – Banking and Financial Markets

119038

146628

170658

Banking and Financial Markets Associate

76985

99680

109915

Banking and Financial Markets Analyst

52733

67418

76763

Business Development Officer

85885

108580

129718

Portfolio Manager

93228

113253

137950

Private Banker, 5+ Years' Experience

78765

95675

113253

Private Banker, 1-3 Years' Experience

46948

56070

66305

Credit Analyst, 5+ Years' Experience

66750

81213

96565

Credit Analyst, 3-5 Years' Experience

51843

62745

72758

Credit Analyst, 1-3 Years' Experience

44278

54068

69420

Hiring? Start here.

Access millions of skilled contract and permanent candidates at every level from support roles to C-suite, and pinpoint the talent you need using our industry-leading matching technology.