Private Client Services Manager

About the role

The Private Client Services Manager is responsible for managing all facets of affluent consumer and business client relationships while delivering an exceptional end-to-end client experience.

Responsibilities

• Manages all facets of the New Accounts function, including opening new accounts, account supersedes, ordering checks, account maintenance, and identifying opportunities to deepen client relationships through the recommendation of appropriate banking products and services.
• Delivers a high-touch client experience by proactively identifying client needs, providing tailored solutions, and serving as a trusted resource for affluent consumer and business clients.
• Builds and maintains effective working relationships with clients, Private Banking Relationship Managers, internal business partners, and frontline staff to ensure seamless service delivery and timely issue resolution.
• Completes Treasury Management setup documentation and serves as a subject matter expert on Treasury Management products and services, supporting implementation, troubleshooting, and ongoing client servicing.
• Safeguards all new account and servicing activities by ensuring they are completed accurately, efficiently, and in compliance with audit, regulatory, and internal policy requirements.
• Prepares, reviews, and maintains account documentation in accordance with the Bank's CIP, BSA/AML, OFAC, and other applicable policies, procedures, and regulatory requirements.
• Processes transactions and wire transfer requests within assigned authority limits while exercising sound judgment and maintaining strong risk controls.
• Performs daily operational and account servicing activities, including account maintenance, transaction review, reconciliation, exception processing, fraud monitoring, research requests, stop payments, debit card maintenance, mobile deposit administration, Remote Deposit Capture (RDC) support, and other routine and complex servicing functions.
• Researches and resolves client inquiries with precision and timeliness, account discrepancies, and operational issues by applying sound judgment, established procedures, and independent decision-making.
• Collaborates with Legal, Compliance, BSA/AML, Operations, and other internal business partners to support complex client needs, unique account structures, and specialized Treasury Management solutions.
• Maintains the highest standards of professionalism, integrity, accountability, and confidentiality while fostering trust with clients and colleagues.
• Adheres to all bank policies, procedures, service-level standards, and regulatory requirements while supporting departmental and organizational objectives.

Requirements

• 5 years of new accounts and 5 years banking, including demonstrated ability to work with an affluent client base.
• A High School Diploma or equivalent is required.
• An Associate’s degree or higher is preferred.
• Extensive Treasury Management product knowledge and including full command of bank services, products, and internal systems is required.
• Master of all key branch systems; basic end-user knowledge of Word and Excel is required.
• Draws on broad experience to effectively handle multiple functions at the same time.
• Displays depth of regulatory requirements and risk controls; ability to manage increased complexity of staff or client relationship management, depending on branch size; review and be knowledgeable of departmental and human resource’s policies & procedures is required.
• A High School diploma or equivalent required.

Qualifications

• Experience in complying with Know Your Customer/Customer Identification Programs.
• Involvement with interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counseling.
• Manage, support, coach and train employees.
• Follow all established policies and procedures.

Skills

• Comprehensive Treasury Management product knowledge.
• Ability to handle multiple functions simultaneously.
• Knowledge of regulatory requirements and risk controls.
• Effective communication and problem-solving skills.

Benefits

• Financial Security: Eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
• Building & Supporting Your Family: Partnerships with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: Tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

Pay

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Schedule

N/A