Private Banker

Northwest Bank

Private Banker serving affluent clients through Northwest Bank’s integrated banking, investment, lending, and trust services. Developing business, analyzing finances, and managing client relationships.

Posted 8/13/2026full-timeColumbus • Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial planning, investment strategies, and relationship management while ensuring compliance with regulatory requirements. Proficient in analyzing financial data and presenting tailored solutions to clients.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesRelationship ManagementSales SkillsRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment KnowledgeKnowledge of Mutual FundsKnowledge of StocksKnowledge of BondsKnowledge of Custodian AccountsKnowledge of IRAsKnowledge of ERISAHolistic Planning ApproachCredit Processes

Soft Skills

Relationship ManagementAnalytical SkillsProblem-Solving SkillsCommunication SkillsActive Listening

Tools & Technologies

Microsoft OfficeDepartment Software

Certifications & Qualifications

Series 7 LicenseLife/Accident/Health LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 License

Industry Keywords

Securities IndustryPrivate Banking ProductsInvestment MarketsFinancial Products and ServicesCompliance with FINRA/SEC

About the role

Key responsibilities & impact

Initiate contacts to develop and close new business
Collaborate across investments, mortgage, small business, trust, lending, and other Northwest products and services
Cultivate and maintain relationships with business and community referral sources
Discuss financial planning and gather corporate or personal financial background information
Develop a high community profile
Utilize the Northwest office network for referrals and prospects
Communicate on the development of new business accounts
Meet or exceed annual production guidelines
Complete financial profiles, analyze customer needs, and prepare proposals
Recommend appropriate products and services
Perform presentations, meetings, and seminars with prospects
Cross-sell Northwest products and services
Provide periodic product and services training for Retail Office and Northwest Department personnel
Ensure compliance with FINRA/SEC regulations and requirements for licensed representatives
Monitor client accounts and schedule periodic client meetings
Review financial and investment markets daily
Minimize nonstandard fee schedules
Ensure compliance with Northwest policies, procedures, and Federal/State regulations
Use Microsoft Office, department software, and on-site equipment
Assist with personal goals, sales and procedure improvements, marketing initiatives, and product/service offerings
Discourage unsafe work habits and enforce safe work practices for employees
Ensure employees know emergency procedures

Requirements

What you’ll need

6–8 years of relevant experience
Bachelor's degree in Finance or related degree preferred
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to present investment strategies using a holistic planning approach
Strong relationship management, sales, and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks, and bonds
Knowledge of investment markets, economic fundamentals, and available products and services
Knowledge of custodian accounts, financial planning, investments, IRAs, estates, fiduciary matters, ERISA, brokerage account types, and private banking products
Series 7 license in relevant states upon hire
Life/Accident/Health license in relevant states upon hire
Series 63 license in relevant states upon hire
Series 65 license in relevant states upon hire or Series 66 license in relevant states upon hire
Ability to use Microsoft Office and department-specific computer applications
Ability to establish working relationships, communicate clearly, listen actively, plan work, and exercise analytical judgment

Benefits

Comp & perks

Competitive compensation and benefits
Professional development opportunities
Regularly celebrating wins