Premier & Private Banking - Private Bank Relationship Manager
Listed on 2026-07-01
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Finance & Banking
Private Banking, Loan Officer / Lending, Financial Sales, Bank Customer Service
Role Overview
As a Premier & Private Bank Relationship Manager, you will be the main point of contact for a select group of the Bank’s affluent clients. Your responsibilities include deposit portfolio growth, maintaining positive relationships, cultivating, retaining, and expanding Premier & Private Bank relationships, and tailoring Premier & Private products and services to attract high‑net‑worth individuals and businesses.
Responsibilities- Develop and grow deposit portfolios.
- Maintain and expand relationships with Premier & Private Bank clients.
- Tailor products and services to high‑net‑worth individuals and businesses.
- Collaborate with internal teams to deliver best solutions.
- Bachelor’s degree in Business Administration or an equivalent combination of education and related work experience.
- 3+ years of progressive sales management, client service, and client/prospect calling experience.
- Strong communication skills.
- Previous Premier & Private Banker or wealth‑management/financial‑planning experience.
- Strong work ethic, motivation, and ability to complete work accurately.
- Logical analysis and sound decision‑making ability.
- Ability to handle multiple tasks simultaneously.
- Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and willingness to learn additional systems.
- Proven prospecting and relationship‑building skills.
- Client‑service orientation and responsiveness.
- Fundamental financial‑planning and wealth‑management concepts.
- Risk‑management understanding and delivery of deposit, loan, and other banking products.
- Strong written, verbal, and interpersonal communication skills.
- Professional etiquette and collaborative mindset.
- Proactive relationship building and sales expertise.
- Effective problem‑solving and decision‑making.
- Professional setting; may require evenings, weekends, and occasional local or overnight travel.
- Fast‑paced work requiring long periods of concentration and occasional physical activity.
Generous benefits package including insurance, 401(k), associate stock‑purchase program, paid time off, and associate banking perks.
Equal Opportunity StatementThe Bank is committed to providing qualified applicants and associates a reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. Applicants must be legally authorized to work in the United States. The Bank’s policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category.
The Bank is proud to be a drug‑free workplace.
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