Private Banker Sales Manager

Sales Leadership & Team Management

• Lead, develop, mentor, and motivate a high-performing Private Banking team to achieve and exceed sales goals.
• Set clear sales goals and expectations, monitor progress, and provide regular performance feedback.
• Drive a culture of accountability, continuous improvement, and client-centric sales excellence.
• Aid in recruiting, onboarding, and training new Private Bankers.

Strategic Planning & Execution

• Collaborate with leadership to develop and implement sales strategies aligned with the company objectives and market opportunities to expand market share.
• Support the Private Banking team in identifying new business opportunities through networking, referrals, and partnerships.
• Collaborate with internal partners to offer comprehensive solutions to clients.
• Analyze sales data, reports, market trends, and competitor activities to adjust tactics as needed.

Client Relationship & Business Development

• Coordinate and collaborate with leadership to support Private Bankers in managing key clients and complex relationships.
• Foster strong partnerships with external referral sources, centers of influence, and community organizations.
• Actively participate in client events, industry events, networking functions to support private bankers, the bank, and enhance brand visibility.

Operations and Compliance

• Ensure adherence to all regulatory and internal compliance requirements in all sales activities.
• Ensure all broker dealer compliance/attestation/annual compliance certifications are completed in a timely manner.
• Ensure all required bank compliance trainings and expense reports are completed in a timely manner.

Qualifications

• Bachelor’s degree required.
• 5-7 years’ experience in branch banking and/or private banking leadership.
• Proven ability to lead and inspire sales teams to meet ambitious goals.
• Strong knowledge of bank products and services.
• Excellent interpersonal, communication, and presentation skills.
• Licenses Series 7 and 66 required. Will assist with licensing if needed.