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Private Banker

GTE Financial

Tampa, FL · full time · Mid

Listed on GTE Financial’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

A relationship-focused banking professional who manages investment and lending portfolios for high-net-worth clients while growing the credit union's wealth management business. This role suits someone with a consultative sales background who enjoys one-on-one client partnerships and community engagement.

Our summary, not GTE Financial’s wording. The full posting is on their site.

Skills this role names

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What they ask for

Required

  • Bachelor's degree in Business, Finance, or related field
  • Minimum 2 years of private banking or wealth management experience
  • Minimum 3 years in fast-paced financial services and sales with proven portfolio growth
  • Expert knowledge of deposit, loan, and investment products
  • Strong analytical and quantitative skills
  • Excellent written and oral communication
  • High-speed internet over 100MB minimum for remote/hybrid work
  • Video capability for remote/hybrid work
  • Live within driving distance of downtown Tampa office

Nice to have

  • Bilingual English/Spanish
  • Active leadership in community organizations
  • Functional knowledge of U.S. Patriot Act and OFAC regulations

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