Private Banker

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates.

Learn more about Sunflower Bank, N.A. at

Full-time

Private Banker at Irvine, CA

Responsible for building and enhancing long‑term client relationships with High‑Net‑Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization, leveraging the diverse resources of the company and proactively recommending solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management).

• Expand the Bank’s client base by providing proactive, thoughtful, advice‑based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High‑Net‑Worth individuals and families, professional service companies, non‑profit and foundation clients.
• Deliver high‑quality client service and appropriate recommendations to address unmet needs in order to acquire new clients and enhance existing relationships.
• Work closely with Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers) to connect clients to experts who can help them with specialized financial needs.
• Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
• Manage private banking loan portfolio and review portfolio quality to monitor the development of unfavorable trends.
• Achieve set goals for deposit growth, credit origination, and assets under management.
• Follow established lending procedures and perform adequate credit analysis.
• Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.
• Perform the job in accordance with applicable industry laws and regulations and the policies and procedures established by the company.
• Uphold Fair and Responsible Banking practices, Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

• Bachelor’s Degree in Accounting, Finance, or related fields.
• At least two years of experience in financial services with High‑Net‑Worth individuals and families.
• Minimum of five years of experience in direct sales.
• High‑level credit underwriting skills for High‑Net‑Worth individuals and families; proficiency in analyzing personal tax returns, personal financial statements and company balance sheets/income statements.
• Strong sales skills, ability to recognize sales opportunities, and drive to pursue them vigorously.
• Business development, COI development, and creative networking skills.
• Experience understanding the financial needs of a variety of clients and ability to offer bank and/or fiduciary solutions.
• Strong understanding of banking and lending products.
• Ability to meet deadlines and manage expectations.
• Experience with sensitivity in working with and maintaining confidential information.
• Ability to present banking and credit proposals.
• Willingness to work flexible hours, with an expected minimum of 40 hours per week.
• Bondable.

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work‑related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or…