Private Banking Officer Senior

Overview : About the Role

Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer , youll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. Youll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence.

What Youll Do :

• Build Relationships : Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones.
• Drive Results : Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services.
• Deliver Solutions : Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship.
• Provide Exceptional Service : Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs.
• Collaborate : Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience.
• Manage Risk : Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance.
• Engage in the Community : Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele.

Qualifications :

What Were Looking For

Why Join Us?

Education :

Special information to candidates :