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Private Banker
Work collaboratively with Private Banking team to grow the Hy-Vee Private Banking program. Focus ondeveloping new relationships, enhancing existing relationships and referring business to the insurance andfinancial advisory team. Essential Functions:Relationship Building: Plans, develops and implements strategies to enhance productivity and maximize income to meetprofitability objectives focusing on cross-selling bank services. Maintains proactive calling plan - document calls, emails and all proactive behaviors weekly Attend Hy-Vee meetings.Origination and Management of Loans: Develop and manage consumer, personal banking LOC’s and mortgage loan accounts for the HyVee S


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