Private Banking Team Lead

Position Summary

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. This role will coordinate activities and behaviors to help our teams, clients, communities, and shareholders succeed.

Major 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 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.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• 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 how best to utilize technology related channels when appropriate.
• Identify areas for client service improvements, actively promoting Tri Counties Bank’s