Personal Banking - Private Client Center Manager

About Us

Common sense has never been common. If it were, the world would be a different place—things would run smoothly and on time, people would do what they say and say what they do, and everything would be fair, without unnecessary small talk. Banks would only sell you what you need. Our Bankers see beyond numbers; they see dads, moms, graduates, and business owners. They understand the complexities of people’s lives and offer simple solutions. That's the foundation of our culture: Relationships. Fairness. Simplicity®.

When you choose our company, you have the opportunity to make an impact beyond our walls. We are committed to Equity, Diversity, and Inclusion. Through banking relationships, investing, grants, and volunteerism, we promote the growth, revitalization, and sustainability of the communities we serve. These values are essential to building a successful organization and a positive, results-driven culture. We strive to ensure all associates feel welcome and empowered at work.

This position is ideal for someone looking to build a career in financial services. We provide training and coaching throughout your onboarding experience and on the job. As you demonstrate success, there will be opportunities for advancement within our organization.

Responsibilities

• Train and develop a successful concierge banking center team to deliver an elevated, personalized client experience while selling and cross-selling through our Relationship Building protocol. This includes setting clear expectations for white-glove service, anticipating client needs, and consistently exceeding service standards for Private Clients.
• Responsible for the growth and retention of the Private Client Center deposit and loan portfolio.
• Work collaboratively with Private teammates to acquire high-net-worth (HNW), entrepreneur, and business-owner clients for the bank.
• Achieve specific sales and service goals by providing a full range of business banking services to clients, with an emphasis on deposit, treasury management, and loan products.
• Demonstrate strong knowledge of mortgage, business, and installment loan options, providing a broad base of financial and credit services.
• Actively and consistently engage in community involvement and business development for the bank.
• Oversee the operational efficiency and compliance requirements of the Private Client Center.
• Coordinate partnership among the Bank’s many lines of business to promote client relationship growth.
• Provide accurate reporting related to the line of business, including relationship and deposit growth, pipeline activity, client retention, and budget/expenses.
• Handle multiple projects related to marketing, branding, business development, and event planning.
• Effectively manage a team of associates to accomplish responsive, concierge service for Private Clients while protecting the Bank and the client from risk.

Requirements

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years’ experience in progressive relationship management, extraordinary client service, and client/prospect calling experience.
• Strong communication skills.
• Must possess a valid driver’s license.
• Must be a Notary.

Desired Skills

Ideal candidates for this position should possess some or all of the following skills:

• Previous Private Banking experience and exceptional Client Service Management experience.
• Passionate and motivated self-starter with a strong work ethic and ability to complete work accurately.
• Ability to think logically to analyze situations and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• Proficient in working with multiple computer and Microsoft Office software applications, including Outlook, Word, Excel, and PowerPoint.
• Ability to learn various systems.

Skills and Abilities

• Client service driven with a commitment to delivering a highly personalized, elevated experience; proactively anticipates client needs and resolves issues with a sense of urgency, professionalism, and discretion.
• Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan, and other banking products and services.
• Highly effective written, verbal, and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
• Strong professional etiquette and passion for proactive relationship building of new business from existing clients and referrals.
• Proven track record of prospecting new relationships, enhancing existing ones, and meeting or exceeding goals.
• Ability to learn, understand, develop, and deliver a variety of technical and business skills training programs.
• Cooperates and works collaboratively toward solutions that benefit all involved parties; works cooperatively with others to accomplish company objectives.
• Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence.
• Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action.
• Ability to handle multiple projects related to marketing, branding, business development, and event planning.

Work Environment

• Expected to maintain a business professional appearance that reflects the Private Banking brand and reinforces a high standard of professionalism and credibility with clients.
• Professional setting with a fast-paced environment requiring close collaboration with others.
• May be requested to work evenings and weekends for special program events.
• Travel is primarily local during the business day, although some out-of-area and overnight travel may be required to exceed client expectations.
• Must be able to work at a rapid pace for long periods of time.
• Certain tasks may require the ability to grasp, push, pull, lift, bend, raise, and hold hands and arms overhead.

Benefits

• Generous benefits package including insurance, 401k, and an associate stock purchase program.
• Paid time off.
• Associate banking perks.