Private Banking Officer Senior

Job Description

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 , you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll 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 You’ll 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 We’re Looking For

Why Join Us?

Education :

Special information to candidates :