Premier Private Banker V - Dallas, TX

At SouthState, we combine personal relationships with forward-thinking solutions to help our customers move forward. With deep community roots and a commitment to team member success, we recognize individual contributions, cultivate potential, and inspire achievement.

About the role

As a Private Banker, you will manage full-service banking relationships with businesses, professional practices, and high-net-worth individuals while overseeing a portfolio of highly complex accounts. You will consult with clients regarding financial needs, recommend products and services, and ensure compliance with all applicable policies and regulations.

Responsibilities

• Actively participate in a business development plan to increase the Bank’s loan and deposit portfolio.
• Manage and grow relationships with businesses, professional practices, and high-net-worth individuals.
• Consult with prospects and clients regarding financial needs; recommend products and services including credit structures, loan packages, and account services.
• Cross-sell Retail, Trust, Mortgage, and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
• Analyze financial, tax, and credit needs of customers; monitor changing needs and recommend strategies utilizing company products/services.
• Resolve customer problems and assist with general inquiries while providing superior service.
• Ensure all required loan documentation is complete and compliant; clear exceptions noted by Loan Operations or other review channels.
• Develop and utilize a Center of Influence (COI) network to generate new business.
• Demonstrate a commitment to fair lending practices and remain knowledgeable of all relevant laws and regulations.
• Build and maintain positive working relationships with COIs to enhance the Bank’s image and reputation.
• Represent the Bank in the community, endorsing its products and services and making appropriate referrals.
• Provide training and guidance to less experienced Private Bankers as needed.
• Accept other duties as assigned.

Requirements

• Bachelor’s degree in a related field (Finance, Management, Business Administration) or equivalent experience.
• Minimum 15 years of Business Banking or Private Banking experience; 5 or more years of lending or sales experience preferred.
• FINRA Series 7, 63, or 66 licenses not required unless participating in securities and brokerage activities.
• Extensive knowledge of Bank products, services, procedures, and practices.
• In-depth knowledge of federal and State lending regulations and Bank policies related to lending procedures.
• Previous experience with analysis of Retail, Private Banking, and/or Commercial relationships, strategic sales planning, and client issue resolution.
• Familiarity with the local business community is strongly preferred.

Skills

• Excellent written and verbal communication skills.
• Demonstrated understanding of financial accounting and analysis.
• Strong organization, interpersonal, sales, execution, and delivery skills.
• Ability to multi-task in a fast-paced, changing environment with frequent interruptions.
• Proven success in problem analysis and resolution.
• Strong attention to detail and accuracy.
• High level of expertise with MS Office suite.
• Ability to develop rapport easily with clients, peers, and partners.
• Ability to exercise independent judgment, initiative, and tact in dealing with bank staff and customers.
• Ability to work independently and in a team setting.
• Basic knowledge of bank operating systems.

Work Environment

• Position is based in a private office at 16000 Dallas Pkwy., Ste. 125, Dallas, Texas 75248.
• Telecommuting roles (hybrid or full-time) require a secure home office free from background noise and distractions, with a reliable private internet connection (cable or fiber preferred).
• Travel may be required for meetings as needed.
• Large amount of time spent in front of a computer, either sitting or standing with the use of an adjustable desk.
• Must be able to effectively access and interpret information on computer screens, documents, reports, and identify customers.

Training

• Required annual compliance training.
• New Employee Orientation.