Personal Banking - Private Client Center Manager

Private Client Center Manager

Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

This type of position is ideal for someone looking to build a career in financial services. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.

The primary focus of this role is building strong, effective relationships through a confident, professional, and engaging approach. The position operates in a fast-paced environment and requires close collaboration with others to achieve results, motivate performance, and drive successful outcomes. A strong sense of urgency, initiative, and determination is essential, along with the ability to influence and guide others through a clear understanding of their needs and motivations.

Success in this role depends on setting and achieving goals, making sound decisions under pressure, and leveraging input from others when needed. The work is dynamic and varied, requiring attention to detail, accuracy, and adaptability, with responsibilities that may include coaching, training, and influencing behaviors to achieve business objectives.

As a Private Client Center Manager, you will:

• Train and develop a successful concierge banking center team to deliver an elevated, personalized client experience while selling and cross-selling through our Relationship Building protocol. This includes setting clear expectations for white-glove service, anticipating client needs, and consistently exceeding service standards for Private Clients.
• Responsible for the growth and retention of the Private Client Center deposit and loan portfolio.
• Work collaboratively with Private teammates to acquire HNW, entrepreneur and business-owner clients for the bank.
• Achieve specific sales and service goals by providing a full range of business banking services to clients with an emphasis on deposit, treasury management and loan products.
• Responsible for demonstrating a strong knowledge of mortgage, business, installment loan options, providing a broad base of financial and credit services.
• Actively and consistently engage in community involvement and business development for the bank.
• Oversee the operational efficiency and compliance requirements of the Private Client Center.

Below are the Minimum Requirements for consideration:

• Bachelor's degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years' experience in progressive relationship management, extraordinary client service and client/prospect calling experience.
• Strong communication skills.
• Must possess a valid driver's license.
• Must be a Notary.

Desired

Skills:

Ideal candidates for this position should possess some or all of the following skills:

• Previous Private Banking experience and exceptional Client Service Management experience.
• Passionate and motivated self-starter.
• Strong work ethic and ability to complete work accurately.
• Ability to think logically in order to analyze situations and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint. Ability to learn various systems.

Skills and Abilities:

Below is a general list of desired skills and abilities; this is not an exhaustive list.

• Client service driven with a commitment to delivering a highly personalized, elevated experience; proactively anticipates client needs and resolves issues with a sense of urgency, professionalism, and discretion.
• Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan and other banking products and services.
• Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
• Strong professional…