Private Banker

Sunflower Bank, N.A. is seeking a Private Banker in Houston, TX to build and enhance long-term relationships with High-Net-Worth individuals and families. This role acts as a trusted advisor, managing client relationships across the organization and leveraging company resources to recommend solutions that achieve client goals.

Responsibilities

• Expand the Bank’s client base by providing proactive, advice-based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High-Net-Worth individuals, families, professional service companies, non-profit, and foundation clients.
• Deliver high-quality client service and recommendations to address unmet needs, acquiring new clients and enhancing existing relationships.
• Work closely with Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers) to connect clients with experts for specialized financial needs.
• Monitor client account performance and make recommendations to help clients meet their goals.
• Manage a private banking loan portfolio and review portfolio quality to monitor unfavorable trends.
• Achieve goals for deposit growth, credit origination, and assets under management.
• Follow established lending procedures and perform adequate credit analysis.
• Work with a team of wealth advisors, strategists, and fiduciary specialists to preserve and protect client wealth.

Requirements

• Bachelor’s Degree in Accounting, Finance, or a related field (preferred).
• 7+ years of experience in financial services with High-Net-Worth individuals and families.
• Strong sales skills with the ability to recognize and pursue opportunities.
• High emotional intelligence and the ability to read situations accurately.
• Business development, COI development, and creative networking skills.
• Strong understanding of banking and lending products.
• Ability to understand complex financial statements.
• Flexible schedule with a minimum of 40 hours per week.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Responsibilities may include:

• Extended periods of sitting or standing.
• Using hands to operate computers or other equipment.
• Regular walking, occasional bending, stooping, kneeling, or climbing.
• Lifting or moving items weighing up to 10 pounds.
• Vision requirements: close and distance vision, color and peripheral vision, depth perception, and ability to adjust focus.

Benefits

• 401(k) Plan with 6% Match
• Health, Dental, and Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Additional associate perks and incentives