Are you highly motivated, detailed oriented and passionate about
preparing for your career? Then we are looking for someone just
like YOU to join our team!
We look for people who can dream, think, create and grow. Our
culture thrives on embracing and rewarding imagination and is
characterized by an unwavering commitment to high achievement. We
pride ourselves on sharing ideas, diversity of thought and
embracing dedicated, talented and driven individuals who value
honesty, integrity and go above and beyond. As we continue to grow
we need YOU to meet our demands for success.
We have developed and executed differentiated strategies that
are helping us thrive in a rapidly changing industry.
There is no shortage of talent - we work hard to make Sterling
an employer of choice.
None of the bureaucracy found in larger banks - open door policy
with all executives.
One Dream, One Team, One Purpose, One Culture
Our Single Point of Contact model ensures every client and
colleague feels valued and knows who to reach out to for specific
guidance. Our purpose is to use the power of banking to move our
company forward. We believe in a fair, ethical, and sustainable
future-one where everyone thrives on a compliant and level playing
We are a results-driven culture, with a keen focus on
collaboration acceleration. We work hard, We win as a team, and We
honor the diversity of skills brought by the collective.
What's in it for YOU
We aim to help you figure out exactly where you see yourself in
our business. Whatever your passion, we will support you in getting
the skills necessary to make your mark.
This is an exciting opportunity to grow your career in the
financial services industry and experience a high performing,
team-oriented environment. We are looking for a dynamic Private
Banker who will act as the single point of contact for a select
group of affluent clients. In this position, you will manage and
develop a portfolio of client relationships within our target
segments. As the single point of contact you will listen and
understand your clients' needs and recommend banking and wealth
solutions to help them meet their financial goals. You will
identify opportunities by following Sterling's "CURES" (Connect,
Understand, Recommend, Execute, Service) needs-based discovery
This role will play an integral part in the achievement of sales
and service goals for the financial center. You will take a lead
role in creating an extraordinary client experience and will be
responsible for helping the Financial Centers you are assigned to
achieve their sales objectives. You will be responsible for
contributing to the team's growth and profitability with extensive
focus placed on managing/growing a Private Banking book of
business, business development and client cross sell activities for
- Achieve growth targets for your assigned book of business
across the following categories: deposits and wealth revenue.
- Act as single point of contact for a select group of affluent
clients using the "CURES" discovery process. Develop and maintain a
Private Banking book of business through an extensive network of
business contacts; manage relationships with affluent clients,
prospects and introduction sources; utilize client calling lists
and track individual and Financial Center activities, as well as
sales achievement through CRM and sales tracking systems; generate
revenue from these relationships. Utilize lead calling lists and
track individual and Financial Center activities and sales
achievement on Sterling's CRM tool. Support Business and Private
Banking in growing, retaining and deepening client relationships.
Build client relationships utilizing methods outlined in our
playbooks; responsible for relationship review, problem resolution,
presentation of solutions and interpretation of numbers, trends and
data to make effective decisions.
- Maximize team profitability by working to enhance sales skills
and product knowledge in the Financial Center. Participate in
outside organizations and the community in order to develop
strategic partnerships and alliances; analyze current and future
- Ensure compliance with all policies, procedures and regulatory
requirements and manage operational risks. Observe security
policies in accessing, securing and protecting confidential and
sensitive client information.
- Perform other duties or accountabilities within the Financial
Center as assigned to support Business and Private Banking clients.
May be required to perform as Notary, Mortgage Loan Originator,
Client Service Associate. Identifying and referring mortgage CRA
opportunities when appropriate.
Who We Want
- At least at least 6 years of financial services industry
experience in one or a combination of the following areas:
corporate, consumer, mortgage, investments, brokerage, or private
- FINRA Series 6 or 7 (preferred) and state registration of
series 63, 65 or series 66 required
- New York State Life & health licenses preferred
- Demonstrated successful sales experience in a salary plus
incentive environment with individual sales goals
- Ability to work a flexible and/or rotating schedule. May be
required to work Saturdays, Sundays and extended hours. Travel may
be required to alternate Financial Centers.
- Candidates with advanced degrees (Associates, Bachelor's and/or
Master's) preferred yet a High School Diploma or GED is required.
Candidates with some combination of coursework and experience, or
extensive related professional experience, are eligible for
- Proficiency in sales and service techniques, including
telemarketing consulting, prospecting and networking.
- Investment sales experience strongly preferred.
- Extensive practical knowledge of Microsoft Office suite
(Outlook, Excel, Word)
- Excellent verbal and non-verbal communication skills,
experience with outside calling.
- Demonstrated math skills with an understanding of debit and
credit relationships and negotiable instruments.
- Other Attributes - flexible and agile; takes initiative and
solves problems; decisive; outstanding ability to think
outside-the-box and use resources at hand to effortlessly get to
the bottom of an issue; extremely accurate and detail-oriented
coupled with the ability to see the broader picture.
At Sterling National Bank, we rely on diversity of culture and
thought to deliver on our goals. To ensure this we seek talented,
qualified people for all of our career opportunities, regardless of
race, color, sex/gender, including pregnancy, gender identity and
expression, national origin, religion, sexual orientation,
disability, age, marital status, veteran status, or any other
protected classification under federal, state and/or local laws.
Sterling National Bank is proud to be an Equal Employment
Opportunity/Affirmative Action Employer providing a drug-free
All Applicants must be eligible to work in the U.S. without
company sponsorship, now or in the future, for employment-based
work authorization. H1-B and green card sponsorship is not
available for any position and we will not consider F-1 visa
holders with Optional Practical Training (OPT) who will require
H-1B status, TNs, or current H-1B visa holders for employment
All offers for employment with Sterling National Bank are
contingent on successful completion of background investigation,
including drug and fingerprint screening.