Private Banker & Market Leader
Central Bank · Naples, FL · 4 wk ago
On-siteFinanceFull-time
Essential Duties And Accountabilities
- Develop, manage, and grow a personal portfolio of high-net-worth client relationships through proactive outreach, referrals, and tailored financial solutions.
- Serve as the lead trusted advisor across clients' banking, credit, deposit, and wealth needs, coordinating specialists to deliver an integrated solution.
- Structure and manage private banking credit, deposit, and treasury relationships, growing both sides of the balance sheet.
- Identify and act on opportunities to deepen relationships and connect clients to the bank's wealth management, trust, and investment capabilities.
Market Leadership & Team Development
- Serve as the senior Central Bank presence in the Naples market, setting the tone for growth, service, and professionalism.
- Align local team members around shared growth objectives, disciplined business development, and service excellence.
- Coach, mentor, and influence bankers and partners to strengthen sales effectiveness and relationship management — leading through credibility and example, not title alone.
- Contribute to market strategy, talent development, and the bank's competitive positioning in Southwest Florida.
Partnership, Centers of Influence & Community Engagement
- Build and maintain relationships with attorneys, CPAs, family offices, and business leaders who serve and refer high-net-worth clients.
- Partner closely with lending, treasury management, wealth management, and trust colleagues to deliver comprehensive, seamless client solutions.
- Represent Central Bank visibly in community and professional organizations across the Naples and Bonita Springs market.
Risk, Compliance & Service Quality
- Maintain a high standard of responsiveness and service quality to drive client retention and satisfaction.
- Ensure all activity complies with applicable banking regulations, including Bank Secrecy Act / AML requirements and information security standards.