Private Banking Officer

About the position

Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones.
• Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services.
• Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship.
• Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs.
• Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience.
• Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance.
• Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele.

Requirements

• 8-10 years of lending experience, with a proven track record of developing new loans and deposit business.
• Strong relationship management, sales, and marketing skills.
• Ability to structure and negotiate complex loan transactions.
• Bachelor's degree in Business, Finance, or a related field required.
• Master's Degree preferred.
• Commitment to delivering the highest level of client service with prompt and efficient responses to client needs.
• Strong understanding of financial products, credit policies, and the private banking market.

Benefits

• Opportunities for professional growth and development.
• Be part of a team that values innovation, collaboration, and client success.
• Make a meaningful impact by helping high-net-worth clients achieve their financial goals.