Private Banker V - Denver, CO

SouthState Bank•Denver, CO

2d•$152,630 - $243,812•Onsite

About The Position

SouthState is hiring a Private Banker V to manage full-service banking relationships with businesses, professional practices, and high-net-worth individuals, including a portfolio of highly complex accounts. The role supports growth of the Bank’s loan and deposit portfolio through business development, client consultation, credit and deposit services, and referrals to related offerings. The position is based at 1331 17th St., Denver, Colorado, in a private office. Travel may be required for meetings as needed.

Requirements

Bachelor’s degree in a related field such as Finance, Management, or Business Administration, or equivalent experience.
At least 15 years of Business Banking or Private Banking experience.
Excellent written and verbal communication skills.
Demonstrated understanding of financial accounting and analysis.
Strong organization, interpersonal, sales, execution, and delivery skills.
Ability to multitask with frequent interruptions, work in a fast-paced and changing environment, and manage multiple projects to completion on time.
Proven success in problem analysis and resolution, with strong attention to detail and accuracy.
High level of expertise with the MS Office suite.
Ability to build rapport with clients, peers, and partners.
Ability to exercise independent judgment and decision-making, initiative, and tact when dealing with Bank staff and customers.
Ability to work independently and in a team setting.
Knowledge of state, federal, and regulatory guidelines.
Basic knowledge of bank operating systems and extensive knowledge of Bank products, services, procedures, and practices.
Experience analyzing Retail, Private Banking, and/or Commercial relationships; strategic sales planning; and client issue resolution.
In-depth knowledge of federal and state lending regulations and Bank policies related to lending procedures.
Complete required annual compliance training and New Employee Orientation.
Ability to access and interpret information on computer screens, documents, and reports and identify customers; the role involves substantial computer use, which may be performed sitting or standing with an appropriate desk.

Nice To Haves

Five or more years of lending or sales experience.
Familiarity with the local business community.
FINRA Series 7, 63, or 66 licenses, if participating in securities and brokerage activities.

Responsibilities

Participate in a business development plan to increase the Bank’s loan and deposit portfolio.
Manage full-service banking relationships with businesses, professional practices, and high-net-worth individuals, overseeing highly complex accounts.
Consult with prospects and clients about financial needs and recommend products and services, including credit structures.
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, Mortgage, and Treasury Management services, including credit cards, personal trusts, and investment, financial, and estate-planning services.
Analyze customers’ financial, tax, and credit needs, monitor changing needs, and recommend strategies using company products and services.
Resolve customer problems, respond to general inquiries, and provide superior customer service.
Ensure required loan documentation is on file and clear documentation or compliance exceptions identified by Loan Operations or other review channels.
Develop and use a center-of-influence (COI) network to generate new business.
Demonstrate commitment to fair lending, stay knowledgeable about laws and regulations governing lending, and comply with Bank policies and procedures and state and federal regulations.
Build and maintain positive relationships with COIs to enhance the Bank’s image and reputation in the marketplace.
Represent and endorse the Bank and its products and services, make appropriate referrals, and provide leadership in key community activities.
Provide training and guidance to less experienced Private Bankers, as needed.
Perform other duties as assigned.