Jobs · Finance · Florida

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.

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