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HomeCompanies7C5AC05D8D2EC046AE4FAF26F5F9712EPrivate Banker

Private Banker

7C5AC05D8D2EC046AE4FAF26F5F9712E · Indy Branch - Indianapolis, IN 46250; 4729 E 82nd Street, Indianapolis, IN, 46250, USA · Active · Paycom ATS

Job facts

FieldValue
Company7C5AC05D8D2EC046AE4FAF26F5F9712E
TitlePrivate Banker
Normalized title-
Department / team-
LocationIndianapolis, IN, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerPaycom ATS
Posted / first seen2025-07-23 / 2026-05-31
Changed / last seen2026-05-31 / 2026-06-06

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City jobsActive postings in Indianapolis.Open
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Linked records

Company7C5AC05D8D2EC046AE4FAF26F5F9712E
Source2796d31c-3bd0-4d8b-b845-1ec1d474cf67
ATS providerPaycom ATS

Description

Description About CFBank: We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business We are looking for a motivated Relationship Banker with prior sales experience to round out our branch. While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you’ll do: Develop business and generate meaningful growth through inside and outside sales. Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. Help to ensure branch compliance, assisting with internal and external audits as needed. Comply with internal security policies and procedures and maintain customer confidentiality at all times. Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. Accept additional tasks and projects as requested to add value for CFBank. Desired Qualifications: High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. Strong prior experience in product knowledge and cross-selling performance expected with position Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team. Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

Full job record

Job ID202fc6debcc299cc7915a120139004a73f6bd9b3
Org ID962e7a1e-ad18-4644-91c3-efbb62e9e626
Source ID2796d31c-3bd0-4d8b-b845-1ec1d474cf67
Board ID2796d31c-3bd0-4d8b-b845-1ec1d474cf67
Providerpaycom
Provider Job Key356339
TitlePrivate Banker
Normalized Title
Statusactive
Activeyes
Location TextIndy Branch - Indianapolis, IN 46250; 4729 E 82nd Street, Indianapolis, IN, 46250, USA
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionIN
CityIndianapolis
Salary RawDescription About CFBank: We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business We are looking for a motivated Relationship Banker with prior sales experience to round out our branch. While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service. What you’ll do: Develop business and generate meaningful growth through inside and outside sales. Act as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients. Provide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed. Serve as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements. Conduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements. Help to ensure branch compliance, assisting with internal and external audits as needed. Comply with internal security policies and procedures and maintain customer confidentiality at all times. Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. Accept additional tasks and projects as requested to add value for CFBank. Desired Qualifications: High school diploma or general educational degree (GED) with some banking/finance experience or education preferred. Strong prior experience in product knowledge and cross-selling performance expected with position Willing to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements Expected to acquire and maintain proficiency in the bank's policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing Must have excellent organizational skills and the ability to multi-task and to be flexible. What We Offer: Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team. Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.
Salary Min
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Apply URLhttps://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=356339&clientkey=7C5AC05D8D2EC046AE4FAF26F5F9712E
First Seen At2026-05-31 19:05:35Z
Last Seen At2026-06-06 19:38:45Z
Last Checked At2026-06-06 19:38:45Z
Last Changed At2026-05-31 19:05:35Z
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Source Posted At2025-07-23 00:00:00Z
Source Updated At
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Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business\\n\\nWe are looking for a motivated Relationship Banker with prior sales experience to round out our branch. While encompassing the traditional transactional responsibilities, this position is also expected to be a sales leader and mentor to other client service staff and to lead initiatives assigned by Management. As the front line staff, those in this position are often the first point of contact for existing and potential customers, requiring strong interpersonal skills and a dedication to customer service.\\n\\n&nbsp;\\n\\nWhat you&rsquo;ll do:\\n\\n\\n\\tDevelop business and generate meaningful growth through inside and outside sales.\\n\\tAct as a liaison between lines of business to effectively cross-sell and deliver exemplary products and relationship servicing to new and existing clients.\\n\\tProvide excellent customer service throughout the client relationship, coordinating with other departments to find satisfactory resolutions where needed.\\n\\tServe as a knowledgeable resource to both staff and customers, possessing a deep understanding of banking fundamentals as well as CFBank services, products, and compliance requirements.\\n\\tConduct a wide range of daily customer transactions as needed including check cashing, deposits, withdrawals, IRA transactions, HSA transactions, loan payments, opening, and closing deposit accounts, ATM balancing, customer access to safe deposit boxes, and other transactions on deposit accounts, while operating within procedural guidelines and compliance requirements.\\n\\tHelp to ensure branch compliance, assisting with internal and external audits as needed.\\n\\tComply with internal security policies and procedures and maintain customer confidentiality at all times.\\n\\tAdhere to all regulations, policies, and record-keeping requirements.\\n\\tComplete all required training related to bank regulations and policies.\\n\\tAccept additional tasks and projects as requested to add value for CFBank.\\n\\n\\n&nbsp;\\n\\nDesired Qualifications:\\n\\n\\n\\tHigh school diploma or general educational degree (GED) with some banking/finance experience or education preferred.\\n\\tStrong prior experience in product knowledge and cross-selling performance expected with position\\n\\tWilling to register and maintain a registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements\\n\\tExpected to acquire and maintain proficiency in the bank&#39;s policies and procedures, and adhere to all laws, rules, and regulations that are applicable to conduct, and the work being performed.\\n\\tProficient computer skills are required and the ability to learn various Banking Software programs.\\n\\tAbility to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.\\n\\tMust possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing\\n\\tMust have excellent organizational skills and the ability to multi-task and to be flexible.\\n\\n\\n&nbsp;\\n\\nWhat We Offer:\\n\\n\\n\\tCareer advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team.\\n\\tExcellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.\\n\\t&ldquo;Accelerated&rdquo; 401k Plan and Employee Match of 50% of the first 8% deferred, available your&nbsp;first&nbsp;full month of employment with a 3 year vesting\\n\\tEmployee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)\\n\\tEmployee Assistance Program with a wide range of free resources such as estate planning and wellness resources\\n\\tOne of the most collaborative environments you&rsquo;ll find, with a team of hard-working mutually invested professionals who are excited about shared success\\n\\n\\n&nbsp;\\n\\nCFBank, National Association is an&nbsp;Equal Opportunity Employer,&nbsp;including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.\\n\",\"employmentType\":\"FULL_TIME\",\"hiringOrganization\":{\"@type\":\"Organization\",\"name\":\"CFBank\",\"logo\":\"https://www.paycomonline.net/v4/ats/web.php/application/style/logo?clientkey=7C5AC05D8D2EC046AE4FAF26F5F9712E\"},\"jobLocation\":{\"@type\":\"Place\",\"address\":{\"streetAddress\":\"4729 E 82nd Street\",\"addressLocality\":\"Indianapolis\",\"addressRegion\":\"IN\",\"postalCode\":46250,\"addressCountry\":\"USA\"}},\"validThrough\":\"-0001-11-30\"}",
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