Sr Private Banker

Sr Private Banker

The Senior Private Banker develops and manages a portfolio of high-net-worth relationships. Serving as the primary point of contact, this banker provides comprehensive support and account management for a select client base of professionals and high-net-worth individuals.

The ideal candidate has significant experience in managing client relationships, financial expertise, and a consultative mindset. Success in this role requires the ability to understand complex client needs, build trust, and deliver tailored banking solutions with discretion and consistency.

This position plays a vital role in expanding and retaining the organization's high-net-worth client relationships. Through personalized service and strong relationship stewardship, the Senior Private Banker directly supports revenue growth and reinforces the company's reputation as a trusted financial partner.

All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.

ESSENTIAL DUTIES

• Serve as a trusted advisor to high-net-worth and professional clients by identifying complex or evolving needs and coordinating banking solutions aligned with client goals.
• Proactively cultivate relationships with current and prospective clients aligned to the target customer base, promoting loan and deposit solutions to meet individual client needs and achieve assigned growth objectives.
• Maintain an organized system for tracking customer relationships, prospects, and ongoing business development activities.
• Own the overall performance and strategy of assigned portfolio by driving relationship profitability, retention, and growth across deposits, loans, and ancillary services.
• Lead and influence internal deal teams by coordinating cross-functional partners, guiding execution, and ensuring a consistent, high-quality client experience across all touchpoints; Maintain operational proficiency to ensure continuity of service.
• Develop and execute targeted business development strategies by leveraging centers of influence, professional networks, and market insight to expand the private banking client base.
• Exercise sound judgment and accountability in ensuring all client relationships and transactions align with bank policy, regulatory requirements, and reputational risk standards.
• Represent the Bank within the community and relevant business networks to enhance market presence, expand referral channels, and support deposit growth initiatives.
• Serve as a subject matter expert and mentor to Private Bankers as appropriate, providing guidance, support, and knowledge-sharing to strengthen team performance.
• Assume responsibility for special projects and tasks as assigned.

EDUCATION & CERTIFICATIONS

• Bachelor's degree in Business Administration, Finance, a related field, or a commensurate combination of education and experience required.
• A minimum of ten years of experience in developing and managing relationships with high-net-worth clients.

MINIMUM REQUIREMENTS

• Exceptional business development, networking, and relationship-building skills.
• Strong understanding of sales principles, with the ability to identify sales opportunities, provide meaningful product recommendations, and support an overall culture of sales excellence.
• Demonstrated knowledge of deposit and lending operations.
• Knowledge of relevant regulatory and compliance requirements with an understanding of how these rules and regulations apply to sales functions within a financial institution.
• Exceptional attention to detail with the ability to remain organized and produce accurate, efficient work in a fast-paced environment.
• Strong critical-thinking skills and the ability to analyze potential project outcomes with the adaptability to redirect attention as needed to meet targets and deadlines.
• Confident decision-making abilities and the skill to use sound judgment about the timing of choices; particularly the ability to make informed, responsible decisions with limited information or under considerable amounts of stress.
• Excellent communication skills and the ability to communicate effectively, verbally and in writing, with internal and external customers at all levels.
• A positive and proactive approach to work, demonstrating enthusiasm, adaptability, and the ability to maintain composure and professionalism in stressful or adverse conditions.
• Proficient computer literacy, including comfort with Microsoft systems and Office Suite.
• Intermediate typing skills to meet the needs of this position.
• Current driver's license and reliable transportation with appropriate insurance coverage; additionally, the ability to drive occasionally in the course of performing assigned duties and responsibilities.
• The ability to work with minimal or no supervision.

ADDITIONAL QUALIFICATIONS

• Master's degree in Business Administration or a related field preferred.

Benefits: We are dedicated to creating a workplace where all team members feel valued and empowered. Our employee benefits promote well-being and professional growth, including insurance options, retirement plans, and career development opportunities included approved company paid training. Benefits include paid time off, medical, dental, vision and life insurance, 401(k) plan, tuition assistance, and more.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently.

Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.

The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

The company is an Equal Opportunity Employer, drug-free workplace, and complies with ADA regulations and other laws/regulations as applicable.