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 serves 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 sales opportunities.
• High level of emotional intelligence and situational awareness.
• 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. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Benefits

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