Private Banker

Sunflower Bank NA•Houston, TX

9d•Onsite

About The Position

The Private Banker position is 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 to proactively recommend solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship (e.g., deposit, credit, wealth management). Responsible for expanding 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 as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships. Work closely with the 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 the quality of the portfolio 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.

Requirements

Bachelor’s Degree in Accounting, Finance, or other related field.
7 or more years of experience in financial services with High-Net-Worth individuals and families.
Strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
A high level of emotional intelligence and the ability to read situations accurately.
Business development, COI development and creative networking skills.
Strong understanding of banking and lending products.
Ability to understand complex financial statement presentations.
Must be able to work flexible hours with an expected minimum of 40 hours per week.

Responsibilities

Building and enhancing long-term client relationships with High-Net-Worth individuals and families.
Managing client relationships across the organization, leveraging diverse resources to recommend solutions.
Expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions.
Identifying and cultivating new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
Delivering high-quality client service and appropriate recommendations to acquire new clients and enhance existing relationships.
Collaborating with specialists to connect clients with experts for specialized financial needs.
Monitoring client account performance and making recommendations.
Managing private banking loan portfolio and reviewing its quality.
Achieving set goals for deposit growth, credit origination, and assets under management.
Following established lending procedures and performing adequate credit analysis.
Working with a team of wealth advisors, wealth strategists, and fiduciary specialists.