Private Banking Team Lead

About the Role

Responsible for providing exceptional client service to our internal and external clients in coordination with Branch Banking, Commercial Lending, and Treasury. The overall objective is to effectively execute all sales, service, and referral routines to attain, deepen, and grow client relationships. Will be the “face” of our organization to our clients and associates and will be responsible for that first impression. A Service with Solutions-oriented approach is essential, with a focus on delivering a best-in-class client experience.

Responsibilities

• Serve as a single point of contact for onboarding, maintaining, strengthening, and retaining the Bank’s valued business clients while connecting appropriate partners as necessary.
• Build individual book of business, as well as help the team develop their own books of business. Seek prospects through COIs, referrals, and networking to drive new clients to the bank.
• Lead the Private Banking Team as a role model, mentor, leader, and champion. Recruit, hire, and maintain appropriate headcount modeled on growth objectives for Private Banking.
• Engage in quality conversations between Relationship Managers, Branch Managers, related departments, and key stakeholders to ensure successful collaboration as One Team.
• Ensure consistent standards for assessing employee performance, including successes and opportunities for growth.
• Deliver the bank's value proposition through presenting products and services while proactively educating clients on how best to utilize technology-related channels when appropriate.
• Identify areas for client service improvements, actively promoting Tri Counties Bank’s values and vision toward times of change.
• Use various marketing tools and digital technology to present product offers and financial solutions to existing and prospective clients.
• Act as a subject matter expert for Commercial Lending, Treasury, and Branch Banking and remain flexible in position based on needs of respective business lines.
• Present strong leadership, team building, and role modeling while championing Tri Counties Bank’s efforts to establish a best-in-class culture through employee experience, workforce, and workplace excellence.
• Maintain an awareness of competitive products, practices, rates, and changes in the market area.
• Coordinate One Team efforts across multiple lines of business including Commercial Lending, Treasury Management, Home Mortgage, and Tri Counties Advisors.
• Partner with CRA/Fair Lending Officer on business opportunities related to community development and CRA lending. Represent the bank in community and civic affairs.

Other Responsibilities

• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to the job duties.
• Assist with special projects and initiatives to grow or advance efforts for the Private Banking division.

Qualifications

• High school diploma or GED required; undergraduate degree in a related field strongly preferred.
• Five years of successful business-level sales experience.
• Five years of banking leadership or equivalent experience is strongly preferred.
• Demonstrated experience and strong performance with face-to-face customer service, digital engagement, and sales/referrals.
• Broad knowledge of banking regulations related to commercial lending and deposit products.
• Proven leadership, management, and coaching skills.
• Excellent verbal, written, and presentation communication skills.

Pay

The hiring range for this opportunity is $111,000 to $140,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

Company Profile

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability. Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide. As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism, and investments.