Hybrid VP Private Client/Trust Services bei INB National Association

Description

About US:

At INB, a career is more than just a job — it’s a chance to make a meaningful impact in the communities we serve. As a locally owned, community-focused bank, we’re proud to help individuals, families, and businesses achieve their financial goals through personalized service and trusted relationships. Our success is driven by a team that genuinely cares about our customers, our coworkers, and our community. When you join INB, you’re not just joining a workplace — you’re becoming part of a purpose-driven culture built on our core values: Caring, Creative, Teamwork, Balance, Working Smart, and Assertive & Enthusiastic. Together, we make a positive difference every day — for our customers and for each other.  

Summary 

The Private Client Services Officer is responsible for developing, managing, and retaining full personal relationships with high income/high net worth financial clients. This position will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of clients. The position is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service. Ensures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Works in accordance with organization’s values.

Requirements

Essential Duties and Responsibilities include the following: 

• Identify and develop new relationships of potential clients, both internal and external to the bank.  This will include developing relationships through referrals from clients, center of influences, personal community involvement, internal partners, and mining for prospects in the existing customers.
• Profile across the full spectrum of the needs of Private Client Service segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, trust, and/or brokerage, and all other appropriate services.
• Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank’s goals are achieved.
• Manage relationships and a portfolio of clients by planning, delivering, and regularly reviewing with clients. Deliver a high degree of personal contact and open communication among clients and the internal team that creates an extraordinary experience.
• Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly.
• Ensure that the proposed solutions maximize the clients’ goals and objectives.
• Coordinate commercial, consumer, and other loan requests through established processes.
• Work with INB teams to present opportunities, including commercial loans, consumer loans, depository accounts, trust and/or brokerage, consulting, etc.
• Work with INB’s Marketing division to create sales materials and advertising campaigns.
• Prepare and deliver presentations to clients on various financial topics.
• Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics.
• Participate in community events and activities to promote the bank and build relationships with potential clients.
• Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations.
• Work with INB Executive Management to develop the Private Client Services division through additional staffing.

Performance Measurements

• Functions and banking services are effectively performed and completed in accordance with established INB policies, procedures, and legal and regulatory requirements.
• Documents and reports are completed accurately, efficiently, and in a timely fashion.
• Good working relationships/partnerships exist with INB personnel, management, customers, and vendors.
• Communicate with clients.
• Greet visiting clients and professionals as needed and assist in the organization of departmental events.
• Other duties and projects as assigned.

Supervisory Responsibilities   

This job currently has no supervisory responsibilities.

Qualifications 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience   

Bachelor’s degree in Business business-related field and/or eight plus equivalent work experience.

Language Skills   

Requires ability to communicate effectively and clearly (both written and verbally); Ability to read, write, and comprehend simple instructions, short correspondence, and memos.

Mathematical Skills   

Requires ability to perform basic mathematical calculations; add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent, and to draw and interpret bar graphs.

Reasoning Ability  

Requires the ability to use good judgement in making routine and complex decisions. Must have excellent customer service skills with the ability to sell products and services. Must be goal-oriented and able to achieve individual goals as well as work as a team player to achieve departmental and/or Bank goals.

Computer Skills   

To perform this job successfully, an individual must be proficient in all Microsoft Office programs, with an ability to quickly learn other bank-related programs.

Physical Demands 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Reliable transportation is required for travel between multiple office locations.

Group Insurance Benefits and Plans

INB provides health, dental, vision, and life insurance benefits to all full-time employees.  Coverage also is extended to their eligible dependents.  Active employees make premium contributions based on plan selections.  Please click the link below for all benefits that are offered.

https://www.inb.com/Resources/9f1b90c4-905c-4cd7-9dee-afd9937ab37a/INB%20employee%20benefit%20flier%202025.pdf

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions. 

ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for American with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

INB, N.A. is committed to Equal Employment Opportunity with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. It is INB's policy to afford equal opportunity to all employees and applicants for employment without regard to race, creed, color, sex, sexual orientation, age, marital status, national origin, disability, religion, veteran status, or any other basis prohibited by law. The EEO Law poster is available here:
Know Your Rights: Workplace discrimination is illegal