SVP, Senior Relationship Banker

About the role

As the SVP, Senior Relationship Banker you’ll lead the Relationship Banking team and oversee the overall revenue performance of your Profit Center (PC).

This includes driving net interest income through loan and deposit growth, focused business development, and consistent sales activity.

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.
• Maintain oversight of portfolio administration and compliance, including pricing guidance, relationship reviews, loan tracking, covenant monitoring, collateral exceptions, and documentation standards.
• 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 cross-functional teams and projects
• Proven track record of building and retaining high-performing teams
• Effective communication and negotiation skills
• Ability to work in a fast-paced, dynamic environment
• Knowledge of financial products and services
• Experience with financial modeling and analysis

Skills

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

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