SVP, Senior Relationship Banker

About the role

You’re a strategic leader who drives production across loans, deposits, and assets under management while setting referral goals that align with office-wide targets. Business development and proactive calling activity are part of your rhythm, and you lead with clarity and consistency. Team development is a strength—you delegate by client segment, coach with purpose, and create a culture of accountability and retention. You manage the pipeline with discipline, ensure CRM accuracy, and oversee opportunities through underwriting, approval, and onboarding. Cross-functional collaboration is second nature. You work closely with internal partners in wealth planning, trust, investments, and deposit services to deliver holistic client solutions, while maintaining strong regulatory and credit compliance.

Responsibilities

• Lead production efforts across loans, deposits, and assets under management, setting referral goals in alignment with annual office targets.
• Drive new client acquisition and expand existing relationships through daily calling activity, retention outreach, prospecting, and joint coaching calls.
• Manage the Relationship Banking team capacity and performance by segment, delegating effectively and using sales and service metrics to inform workload.
• Oversee associate onboarding, recruitment, coaching, career pathing, and retention to build a high-performing, growth-focused team.
• Ensure pipeline discipline, accurate forecasting, and CRM best practices while guiding opportunities from application through approval and onboarding—including reviewing and releasing underwriting and credit analysis.
• Expand client relationships by introducing new product strategies and reducing attrition, while partnering with internal experts in wealth planning, investment management, trust, and depository services to build comprehensive financial solutions.

Requirements

• Bachelor’s degree in business or related experience
• 10–15 years of business development or client development experience
• 5–7 years of lending and/or underwriting experience
• Proficiency in Microsoft Office Suite, with exceptional Excel skills
• Familiarity with banking and credit software
• Experience with CRM systems
• Strong mathematical and analytical skills
• High initiative, follow-through, and ability to work independently and with a team
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to prioritize and manage multiple tasks
• Experience working with high-net-worth individuals
• NMLS registration upon hire

Qualifications

• Strong leadership and strategic thinking skills
• Ability to manage and mentor a team
• Proven track record of driving business development and client relationships
• Effective communication and collaboration skills
• Strong understanding of banking products and regulations
• Ability to work in a fast-paced, evolving environment

Skills

• Strategic planning and execution
• Client relationship management
• Team leadership and development
• Financial analysis and modeling
• CRM system proficiency
• Regulatory compliance knowledge

Benefits

• Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential
• 401(k) plan with employer match
• Paid parking and transportation benefits
• Comprehensive health and wellness benefits, including: Health savings accounts (HSA), Flexible spending accounts (FSA), Medical, dental, and vision coverage, Generous paid time off and bank holidays
• Access to training and professional development programs
• Sponsorship and support for obtaining professional certifications
• A culture of collaboration, continuous improvement, and shared success

Pay

Pay Range: $166,000 USD - $249,000 USD

Schedule

In-Office