Private Banking Account Executive

Leader Bank

Develop and manage private client relationships to generate mortgages and credit facilities at Leader Bank. Focus on superior client service and relationship building to achieve financial goals.

Posted 6/30/2026full-timeRemote • Massachusetts • 🇺🇸 United StatesSeniorLead💰 $102,400 - $153,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing private client relationships and providing personalized banking solutions, with a strong focus on client service and financial guidance. Proven ability to manage a book of business while identifying new business opportunities and networking effectively.

Highest-signal resume keywords

Private Client ExperienceClient Relationship ManagementFinancial GuidanceStrong Communication SkillsEntrepreneurial Mindset

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Residential MortgagesCredit FacilitiesDepositsSpecialty Product KnowledgeBanking Applications Experience

Soft Skills

Self-MotivatedInterpersonal SkillsAttention to DetailAbility to Handle Multiple Priorities

Tools & Technologies

General Computer Knowledge

Certifications & Qualifications

Bachelor’s DegreeCFPCTFA

Industry Keywords

Private BankingClient ServiceNetworkingBusiness DevelopmentConcierge Service

About the role

Key responsibilities & impact

Responsible for developing private client relationships, including generation of residential mortgages, other credit facilities, and deposits.
Acquire clients and network with centers of influence to build relationships by providing superior client service to achieve financial objectives.
Highly self-motivated, entrepreneurial, and passionate about growing a business in a team environment.
Build and maintain close relationships with clients and business partners.
Provide concierge service experience to clients, including responding quickly to client and partner inquiries, providing financial guidance, and developing personalized banking solutions.
Meet with clients and business partners in-person, virtually, and through other networking opportunities, groups, events, etc.
Identify potential business opportunities through external referral sources.
Work well individually and as a team to create strategies and marketing opportunities to help promote the brand.

Requirements

What you’ll need

Bachelor’s degree, CFP, CTFA a plus
Minimum 10 years private client/private banking experience
Entrepreneurial mindset, ability to think outside the box
Specialty product knowledge a plus
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
General computer knowledge a must with prior banking applications experience preferred
Ability to handle multiple priorities and poses a strong attention to detail

Benefits

Comp & perks

Health insurance coverage
Team member wellness program
Life and disability insurance
Retirement savings plan
Paid holidays and paid time off
Vacation