Premier & Private Banking - Private Bank Relationship Manager

About Us

It starts with our culture. We believe common sense should be common—people would do what they say, say what they do, and banks would only sell you what you need. Our Bankers see clients as individuals—dads, moms, graduates, business owners—and offer simple solutions rooted in Relationships, Fairness, and Simplicity.

When you join our company, you make an impact beyond our walls. We are committed to Equity, Diversity, and Inclusion through banking relationships, investing, grants, and volunteerism, promoting growth and sustainability in the communities we serve. We strive to create a welcoming, empowered workplace where all associates feel valued and can thrive.

This role is ideal for someone building a career in financial services. We provide training, coaching, and opportunities for advancement as you demonstrate success.

Responsibilities

• Serve as the main point of contact for a select group of the Bank’s affluent clients.
• Cultivate, retain, and grow the Premier and Private Bank portfolio.
• Tailor Premier & Private Bank products and services to attract high-net-worth individuals and businesses.
• Maintain and expand relationships with new and existing Premier & Private Bank clients.
• Collaborate with internal teams to deliver exceptional client service and drive deposit portfolio growth.

Requirements

• Bachelor’s degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 3+ years’ experience in progressive sales management, client service, and client/prospect outreach.
• Strong communication skills.

Desired Skills

• Previous Premier & Private Banker experience and exceptional client service experience.
• Wealth Management or Financial Planning experience.
• Passionate, motivated self-starter with a strong work ethic and attention to detail.
• Logical thinking and sound decision-making in complex situations.
• Ability to handle multiple tasks simultaneously.
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and adaptability to new systems.

Skills and Abilities

• Client-service driven with responsiveness to Premier & Private Banking client needs.
• Specialized knowledge in financial planning, asset/investment types, and wealth management basics.
• Strong financial acumen and understanding of risk management, including deposit, loan, and banking products.
• Highly effective written, verbal, and interpersonal communication skills.
• Professional etiquette and proactive relationship-building for new business from existing clients and referrals.
• Proven track record in prospecting, enhancing client relationships, and meeting or exceeding goals.
• Collaborative approach to problem-solving and achieving company objectives.
• Results-driven with a focus on surpassing internal and external standards of excellence.
• Authoritative and wise decision-making after evaluating available courses of action.

Work Environment

• Professional setting with potential evening and weekend work for special events.
• Primarily local travel during business hours; occasional out-of-area or overnight travel to meet client expectations.
• Ability to work at a rapid pace for extended periods.
• Physical tasks may include grasping, pushing, pulling, lifting, bending, and raising arms overhead.

Benefits

• Comprehensive insurance coverage.
• 401k retirement plan.
• Associate stock purchase program.
• Paid time off.
• Associate banking perks.