Premier Private Banking Team Lead

SouthState Bank • Atlanta, GA

2d • Onsite

About The Position

The Premier Private Banking Team Lead manages a Private Banking sales team to grow full-service banking relationships with high-net-worth customers. The role oversees a portfolio of highly complex Private Banking accounts and champions a consultative approach that provides advisory services, practical solutions, and client support. The Team Lead guides Private Bankers in prospecting for new relationships and expanding existing ones, provides credit assistance to support business development, and fosters collaboration between Private Bankers and other lines of business in the geographic region.

The position is also responsible for coaching and developing staff, performance and change management, employee relations, and staffing. It represents the Bank in the community, supports operational and transaction risk management, and provides subject matter expertise to internal staff. The role is based at the listed Atlanta, Georgia work location. Travel may be required for meetings.

Requirements

• Bachelor’s degree or equivalent experience.
• 7–10 years of banking experience, including at least 5 years of related Corporate, Mortgage, or Private Banking experience.
• Excellent written and oral communication skills; strategic thinking, leadership, and the ability to work tactically when needed.
• Collaborative management approach and strong organization, sales, execution, and delivery skills.
• Ability to multitask amid frequent interruptions, work in a fast-paced and changing environment, and bring multiple projects to completion on time.
• Thorough knowledge of state, federal, and regulatory guidelines.
• Proven success in problem analysis and resolution, and expertise in financial analysis.
• Strong attention to detail and accuracy; high proficiency with the MS Office suite.
• Ability to build rapport with clients, peers, and partners, and to exercise independent judgment, decision-making, initiative, and tact with bank staff and customers.
• Knowledge of bank operating systems and Private Banking practices and products.
• Previous experience analyzing Private Banking relationships, strategic sales planning, and resolving client issues.
• Must be able to access and interpret information on computer screens, documents, and reports and identify customers; the role requires substantial computer time, sitting or standing.
• Required annual compliance training and New Employee Orientation.

Nice To Haves

• FINRA Series 7, 63, or 66 licenses may be relevant if participating in securities and brokerage activities; they are not required otherwise.

Responsibilities

• Guide and develop a team of Private Bankers’ sales activities to meet revenue and Loans & Deposits growth goals.
• Develop sales strategies to achieve revenue growth goals.
• Collaborate with market leaders and centers of influence to develop sales leads.
• Manage full-service banking relationships with high-net-worth customers and oversee a portfolio of highly complex accounts.
• Consult with prospects and clients about financial needs, recommend products and services, prepare loan packages for credit review and underwriting, open and service accounts within authorized limits, and maintain records and files according to policy and guidelines.
• Cross-sell Retail, Trust, and Treasury Management services, including credit cards, personal trusts, and investment, financial, and estate-planning services.
• Analyze customers’ financial, tax, and credit needs, monitor changes in their needs, and recommend strategies using company products and services.
• Determine staffing requirements and oversee staff selection, development, and management; provide training, feedback, and at least annual written performance and salary reviews; evaluate results and help develop improvement programs.
• Represent the Bank, endorse its products and services, make appropriate referrals, and provide leadership in community activities.
• Help manage transaction and operational risk by identifying trends, reviewing management reports, and working with Credit and Operations partners to maintain compliance and credit quality.
• Provide subject matter expertise to internal bank staff as required.
• Assist with other projects as required.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager