Private Banker

Dogwood, a Division of TowneBank, has been named as a Best Employer for multiple consecutive years and is driven by a passion for serving our customers and communities. Our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas. With deep roots in the communities we serve, we pride ourselves on being an employer of choice and making a meaningful impact on the lives of our members. This role will be included in the merger with TowneBank and will become a TowneBank position upon conversion in late 2026.

Primary Purpose:

The Private Banking Officer is responsible for the development and retention of high net worth and profitable member relationships within the medical, legal, non-profit and other professional communities. Relationships include primary and core operating deposits and loans. The Private Banking Officer is also responsible for understanding the comprehensive needs and relationship dynamics of members and prospects to lead as a trusted advisor in identifying and planning other applicable products and services that generate interest and non-interest income from the bank through their partnerships with TFSG.

Essential Responsibilities:

• Be proactive in business development by engaging with prospective private banking members and inviting them to join Dogwood State Bank, a Division of TowneBank Private Banking as their primary bank.
• Be deposit driven with core relationship development focus and trusted advisor competencies to understand and discover complex needs and dynamics of high-net-worth financial relationships.
• Focus on bringing new private banking deposit relationships to the bank to meet minimum portfolio balances and complementing TFSG sales revenue objectives quickly, and within a stated time period.
• Service existing portfolio in a proactive manner (identify opportunities). Retain and follow up with exquisite member service.
• Work closely with the entire relationship team to ensure professional service levels are met with a high sense of urgency.
• Share & leverage individual talents, creating a team environment and reputation that the marketplace views as superior; always protecting and operating in the spirit of our TowneBank brand.
• Properly maintain all relationship files, keeping them current from exceptions and updated communication
• Partner with appropriate teammates and outside resources, as needed, to understand, anticipate and respond to all member needs quickly.
• Review, analyze and make decisions on requests from members for personal and small business credit needs.
• Promote Dogwood State Bank, a Division of TowneBank within the community by serving on boards and networking organizations within the medical, legal and professional communities.
• Represent the bank at sponsored community activities.
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.

Minimum Required Skills & Competencies:

• High sense of urgency and strong decision making abilities
• Previous banking experience
• Extensive knowledge of loan documentation and regulations
• Proven business development and sales skills
• Excellent communication skills and the ability to interact professionally
• High degree of personal integrity
• Goal oriented and self motivated
• Broad knowledge of all bank products and bank affiliates with a strong ability to promote and cross-sell
• Strong connections to and relationships with referral sources/center of influence in the market
• Build strong and respectful team relationships; can delegate appropriately to support to create workflow and calling efficiencies

Desired Skills & Competencies:

• College degree in Business, Finance or Accounting
• Background in Private Banking, Trust or related field
• Retail and commercial lending experience
• Local market experience
• Proficient in proper account documentation, BSA requirements, research and resolution of complex issues
• Ability to listen well, is resolution driven in a positive manner and multi-task daily
• Proficient skills in Microsoft Word, Excel and Outlook

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities


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