- Can you tell us about your role as a Private Banking Officer and what a typical day looks like for you? In my role with the Private Banking Team, I have the opportunity to be part of a cohesive team which is eager to build internal business partnerships in an effort to provide a full range of products and industry knowledge to our clients/customers. In a typical day, I work one-on-one with our existing clients to identify their financial needs and work jointly with my internal business collogues help them achieve those needs and or goals.
- What attracted you to a career in banking, and what do you enjoy most about helping clients achieve their financial goals? I was attracted to a career in banking while working my way through college. I initially started working in the banking industry as means of earning a living wage while in school and I quickly learned that banking presented a great career opportunity and I shifted my focus to learn and grow within the various areas of banking. What I enjoy most about helping clients achieve their financial goals is the transformation from uncertainty to peace of mind. Being a trusted banker provides a sense of purpose that you simply cannot find behind a spreadsheet alone.
- Many people have heard of private banking but may not know what it means. How would you describe private banking and its benefits to someone considering it for the first time? The Century Bank Private Banking Team works to design services to assist our clients with their daily banking and lending needs. The Private Banking Team also works closely with Relationship Managers to ensure that we are working together as a cohesive team for all the financial needs of our clients.
- What are some of the most common financial goals or challenges you help clients navigate? Private Banking helps clients navigate complex financial goals and challenges such as multi-generational wealth transfer, concentrated equity risk management, and custom liquidity solutions. Within Century Bank we are able to retain existing financial relationships by discussing the benefits of Century Bank Private Banking relationships, partnering with our internal team of experts in their respective areas, and providing exceptional customer service to our clients.
- What sets Century Bank's private banking experience apart from other financial institutions? What we continually focus on is that Private Banking is a Service not a Product. For the Clients that means Concierge Service, Dedicated Private Banker, Above & Beyond Service, Accessibility, etc.
- Building strong relationships is a key part of private banking. What do you believe is the most important ingredient in earning and maintaining a client's trust? I believe the key factors are transparency, consistency, confidentiality, and putting the goals of the client first.
- When you're not at the bank, how do you like to spend your time, and what might surprise people to learn about you? When I am away from the bank and I have the opportunity, I enjoy taking my dog along on many outdoor activities such as hiking, canoeing, biking, camping, fishing, off-roading, stargazing, and searching for out-of-the-way waterfalls, caves, and ghost towns. It may surprise others to learn that, given the opportunity, I would rather wear a hat than comb my hair.
