Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with ... Develop and expand a portfolio of clients within the affluent customer segment by selling the full ...
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with ... Develop and expand a portfolio of clients within the affluent customer segment by selling the full ...
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with ... Develop and expand a portfolio of clients within the affluent customer segment by selling the full ...
Stock Yards Bancorp, Inc. (NASDAQ: SYBT), parent company of Stock Yards Bank & Trust Company, with ... Develop and expand a portfolio of clients within the affluent customer segment by selling the full ...
This is a progressive evidence-based integrated all female group of established practitioners in an affluent, educated community. There is a partnership track available with no buy in! Close to the ...
This is a progressive evidence-based integrated all female group of established practitioners in an affluent, educated community. There is a partnership track available with no buy in! Close to the ...
Wealth Advisor
Carmel, IN · On-site
Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness. Education: * Bachelor's degree required: Economics, Finance, Financial Planning and Statistics ...
Quick apply
Wealth Advisor
Carmel, IN · On-site
Comfortable working with affluent clients who expect discretion, sophistication, and responsiveness. Education: * Bachelor's degree required: Economics, Finance, Financial Planning and Statistics ...
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN
$23/hr
... Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent customer base. We help customers plan for ...
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN
$23/hr
... Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent customer base. We help customers plan for ...
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN
Goshen, IN · On-site
$23/hr
... Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent customer base. We help customers plan for ...
Summer 2027 Key Investment Services Internship (Certified Financial Planner Track) - Goshen, IN
Goshen, IN · On-site
$23/hr
... Inc., a licensed insurance agency. KIS provides investment guidance, planning services, investment and insurance products to Key's mass and mass affluent customer base. We help customers plan for ...
Affluent Inc information
What is the difference between Affluent Inc vs Financial Advisor?
| Aspect | Affluent Inc | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, CFA, or similar certifications typically required |
| Work Environment | Corporate office, client meetings, financial planning | Independent or firm-based, client consultations, financial planning |
| Industry Usage | Financial services, wealth management firms | Financial services, wealth management, banking |
| Search Intent | Comparing company-specific roles or services | Career info, job roles, or company comparison |
Affluent Inc and Financial Advisor roles share similar credentials and work environments, often within financial services firms. While Affluent Inc may refer to a specific company, a Financial Advisor is a broader role found across many firms. The main difference lies in the context: Affluent Inc is a company name, whereas Financial Advisor describes a professional role. Understanding this helps job seekers and clients distinguish between company-specific positions and industry roles.
What are the key skills and qualifications needed to thrive as a marketing manager, and why are they important?
What are some common challenges faced when working at a fast-growing marketing agency like Affluent Inc?
What is Affluent Inc?

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 8 days ago
Stock Yards Bank & Trust rating
8.8
Based on 7 frontline employees who took The Breakroom Quiz
16th of 170 rated banks
Job description
Job Title: Private Banking Relationship Manager
FLSA Status: Exempt
Department: Private Banking
Hours of Operation: Monday - Friday, 40 to 45 hours per week
General Job Summary:
Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.
Organizational Duties and Responsibilities:
- Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
- Supports all functions that maintain compliance with regulatory agencies.
Essential Duties and Responsibilities:
- Provide extensive personalized service to customers with specific or special banking needs
- Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
- Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
- Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segment
- Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
- Evaluate loan requests and approve credits within approved authority
- Submit credit requests above authorized limits to Division Manager
Other Functions:
- Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functions
- Perform other duties as assigned
Working Conditions: Indoor, office environment with occasional travel as needed
Minimum Job Requirements:
Education: BS/BA in business, finance or related field and/or related experience in lieu of degree
Experience: Minimum of 2 years lending experience
Specific Skills:
- Proven ability to give exceptional customer service
- Proven business development experience
- Self-starter
- Excellent written and verbal communication skills
- Professional appearance and demeanor
Physical requirements:
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Primarily sedentary work performed in an office environment
- Ability to sit for extended periods of time while working at a computer
- Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
- Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
- Visual acuity sufficient to read computer screens, printed documents, and financial data
- Occasional standing, walking, bending, or reaching
- Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)
Benefits:
- 401(K) with a company match of up to 6%
- ESOP employer match
- Medical insurance
- Dental insurance
- Vision insurance
- Cancer/Disease insurance
- Accident insurance
- Flexible Spending Accounts
- Flexible Savings Accounts
- Health Savings Accounts
- Bank paid Life/AD&D insurance
- Voluntary Life/AD&D insurance
- Bank paid Short-Term and Long-Term Disability insurance
- Employee Stock Purchase Plan
- Employee Assistance Program
What Stock Yards Bank & Trust employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Stock Yards Bancorp
Sourced by ZipRecruiter
Company size
501 - 1,000 Employees
Headquarters location
Louisville, KY, US
Year founded
1904