Senior Private Banker

Description

We are seeking an experienced and relationship-driven Private Banker to help grow and strengthen our Private Banking presence within the market. This role offers the opportunity to build lasting relationships with high-net-worth clients while delivering personalized financial solutions and exceptional service. The ideal candidate will combine strong business development skills with a strategic mindset, partnering across the organization to expand client relationships, develop new opportunities, and help shape a high-touch Private Banking experience.

About Us:

At ABC Bank, we are committed to Growing Relationships , Simplifying the Process , and Doing the Right Thing in everything we do.

We believe that building strong, long-term relationships with our customers, employees, and community is at the heart of every success. Our approach is centered around understanding the unique needs of those we serve, fostering trust, and providing personalized solutions. By focusing on the human side of business, we create connections that last and continue Growing Relationships.

We also understand that navigating the world of finance can be a complex process. That’s why we are dedicated to Simplifying the Process for our customers. We aim to make every interaction clear and straightforward, breaking down barriers and making financial decisions easier to understand and execute.

At the core of our company is a commitment to Doing the Right Thing —always. Whether it's in our relationships with customers, the services we provide, or the decisions we make, we prioritize integrity and ethical practices. We hold ourselves to the highest standards, ensuring that every choice we make reflects our values and the trust our customers place in us.

Join us and be part of a team that is driven by these values—where growth, simplicity, and integrity define our path forward.

Why Join Us?

• A dynamic and supportive team environment
• Opportunities for growth and career development
• Competitive compensation and benefits package

Job Responsibilities

Division Development & Strategy:

• Support the development and expansion of the Private Banking division within the assigned market/region, helping to tailor the business model, client segmentation strategy, and value propositions to local needs.
• Partner with executive leadership to align local goals, operating procedures, and performance metrics with broader organizational objectives.
• Assist in implementing internal processes, service standards, marketing initiatives, and compliance protocols specific to high-net-worth clientele in the region.
• Contribute to recruiting, mentoring, and developing a high-performing team to drive regional growth of the private client offering.
• Serve as a regional advocate for private client services, helping foster a high-touch, relationship-driven culture across teams and clients.

Client Relationship Management:

• Serve as the primary relationship manager for an assigned portfolio of high-net-worth clients.
• Deliver tailored financial solutions including credit, deposit, investment (in collaboration with financial advisors), and trust services.
• Identify opportunities for relationship expansion and collaborate across departments to meet client needs holistically.
• Maintain a deep understanding of financial markets, industry trends, and regulatory developments to effectively advise clients.
  
  
  
  

Business Development:

• Actively pursue new business through networking, referrals, and involvement in community and professional events.
• Build strategic partnerships with centers of influence, such as attorneys, CPAs, and wealth advisors.
  
  
  
  

Compliance & Risk Management:

• Ensure all client onboarding, documentation, and servicing processes are compliant with regulatory standards and internal policies.
• Monitor credit exposure and proactively manage portfolio risk.
• Perform other duties as assigned by supervisor/management

Benefits:

We offer a competitive salary and excellent benefit packages. Benefits vary based on employment status and position but can include:

• Medical, Dental, Vision, Telemedicine
• Paid Time off, Paid Volunteer Time, and Paid Holidays
• Flexible Spending Account, Dependent Care FSA
• Basic Life and AD&D Insurance, Voluntary Life and AD&D
• Long-Term Disability
• 401k and Employee Stock Ownership (KSOP) Retirement Plan
• Recruiting Referral Bonus
• Lifestyle Spending Account Program

If you are eager to make a difference and contribute to the financial success of others, we encourage you to apply and be a part of our ABC Bank Family!

Requirements

Qualifications:

• Bachelor’s degree in Finance, Business, or related field; MBA or professional certifications (e.g., CFP®, CTFA, CRC®) strongly preferred.
• Minimum 7–10 years of progressive experience in private banking or wealth management, with prior leadership or program development experience.
• Demonstrated success in building or scaling a high-net-worth client segment or private banking team.
• Deep knowledge of financial products, including credit, deposits, investments, and trust services.
• Strong leadership, strategic planning, and communication skills.
• High proficiency in CRM systems, financial planning tools, and core banking software.

EEO/AA/Background Disclaimer :

If you are unable to submit your application electronically, you may contact the Human Resources Department at View phone number on click.appcast.io for assistance. Our Company assures that all applicants for employment and all of its employees are given equal consideration based solely on job-related factors, such as qualifications, performance, and availability. Such equal consideration applies to all personnel actions, including, but not limited to, recruitment, selection, appointment, job assignment, training, promotion, merit increases, demotion, termination, pay rates, and fringe benefits.

The company commits to a rigorous and planned effort to encourage men and women of every race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other non-job-related characteristic to find happy, vital, and productive job fulfillment at all levels of our company.

Qualified applicants will be required to have a drug screen in addition to background, credit, and reference checks.