Job Details

Overview
This position drives revenue for the Private Banking segment of a region through new business development and client expansion. Responsible for achieving profitability objectives through the growth of loans, deposits, portfolio management and wealth management solutions targeted to high net worth clients. Provides strategic sales leadership and alignment to the overall client experience to a team of private banking associates. Establishes and maintains exceptional client services and sales management processes. Builds strong relationships with internal and external partners, representing the Bank in the community and in professional organizations to develop brand awareness.

Responsibilities

1. Sales Strategy - Develops client acquisition, portfolio expansion, and sales plans across the region in collaboration with Regional Managing Director, peers, and partners. Focuses on high quality servicing and relationship management to retain clients. Achieves client acquisition and sales targets through coaching, sales accountability management, prospect development plans, and direct calling efforts. Partners with area leadership to create market-based plans for internal and external expansion.
2. Community Involvement - Identifies strategic market opportunities and develops relationships to drive client acquisition and sales. Develops brand awareness through active community involvement.
3. Regional Oversight - Responsible for risk, financial management, and credit quality of assigned region. Maintains appropriate controls and ensures compliance with all applicable regulations or policies. Partners with regional marketing leadership to report on business strategies, market plans, results, and tactical issues or challenges.
4. Managerial Functions - Establishes and monitors expectations to achieve regional goals. Makes appropriate changes to regional policies, procedures, and efficiencies in order to meet objectives. Manages the performance, training, and evaluation of assigned staff. Maximizes department achievements by providing professional development and actively recruiting new talent.
5. Client Experience - Enhances the client experience in partnership with other Wealth leaders. Oversees relationship management efforts and advises on client satisfaction. Strengthens client relationships to further retention goals.

Qualifications

Bachelor's Degree and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 14 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.

License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses.

Required Skill(s): Knowledge of high net worth market place and products, External network, Process management and organization skills.