Director Private Bank

Cadence BankHouston, TX
50d

About The Position

At Cadence Bank, the Private Bank is a division of the Corporate Bank. A Private Banker functions as a single point of contact for all aspects of a client's financial needs. The Private Bank targets wealthy individuals, family offices, entrepreneurs, highly compensated executives, professional service firms and non-profit organizations.

Requirements

  • Excellent relationship and communication skills.
  • Self-directed and sales oriented.
  • Highly organized and possesses the ability to manage and prioritize workflow.
  • Bachelor's degree in Finance, Accounting, related field, or equivalent work experience.
  • Formal credit training.
  • A minimum of 5+ years experience in a financial institution as a commercial or private banking lender.
  • Experience in business development, including marketing and acquisition of new clients.
  • Knowledge of laws and regulations applicable to banking.

Responsibilities

  • Responsible for managing, retaining and expanding existing relationships within your own portfolio and alongside senior Relationship Managers.
  • Responsible for developing and implementing strategies for generating new client relationships.
  • Apply knowledge of credit and banking to structure credit facilities that are mutually beneficial to our clients and the bank.
  • Identify, recommend, and promote solutions that best serve our HNW client needs while ensuring the profitability of the portfolio.
  • Analyze problems and propose creative solutions.
  • Regularly call on clients, prospects, centers of influence and utilize knowledge of our product partners to find additional solutions such as Wealth and Investments.
  • Represent the financial institution in public relations activities and community affairs.

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What This Job Offers

Job Type

Full-time

Career Level

Director

Industry

Credit Intermediation and Related Activities

Number of Employees

5,001-10,000 employees

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