Leader Bank · 1 week ago
Private Banking Account Executive
Arlington, MA
Full-time
Onsite
Senior Level, Lead/Staff
$102K/yr - $154K/yr
10+ years expLeader Bank is one of the region’s fastest growing community banks and mortgage lenders, seeking a Private Banking Account Executive to enhance client relationships and drive business growth. The role involves developing private client relationships, providing superior client service, and building a network to achieve financial objectives.
Financial ServicesVenture Capital
No H1B
Responsibilities
Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits
The individual will acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives
The successful candidate must also be highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment
Build and maintain close relationships with clients and business partners
Educate and present prospects, clients and partners on the benefits offered
Provide concierge service experience to clients, including but not limited to; responding quickly to client and partner inquiries, providing financial guidance and develop personalized banking solutions for high-net worth clients and business partners
Meet with clients and business partners in-person, virtually and through other networking opportunities, groups, events, etc. to build relationships and grow business
Identify potential business opportunities through external referral sources
Must work well individually and as a team to create strategies and marketing opportunities to help promote the brand
Qualification
Required
Bachelor's degree
Minimum 10 years private client/private banking experience
Entrepreneurial mindset, ability to think outside the box
Independent contributor expected to manage own book of business as well as retain and effectively manage clients
Strong verbal and written communication skills and interpersonal skills required
Ability to handle multiple priorities and poses a strong attention to detail
Preferred
CFP, CTFA a plus
Specialty product knowledge a plus
General computer knowledge a must with prior banking applications experience preferred
Benefits
Health insurance coverage
A team member wellness program
Life and disability insurance
A retirement savings plan
Paid holidays
Paid time off
Vacation
Company
Leader Bank
Leader Bank is a bank personal and business banking solutions in Arlington, Massachusetts.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Sushil Tuli
Founder, Chairman & CEO
Recent News
2025-10-31
Seattle TechFlash
2025-05-29
2025-03-13
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