Private Banking Team Lead - Denver, CO

Southstate Bank • Denver, CO

1d

About The Position

The Premier Private Banker Team Leader is responsible for the overall management of a Private Banking sales team, maximizing and growing full-service banking relationships with high-net-worth customers, and overseeing a portfolio of highly complex Private Banking accounts. The role champions a consultative approach to advisory services, practical solutions, and client support that meet the needs of both clients and SouthState Bank. It guides bankers in prospecting for new relationships and expanding existing ones, and provides credit assistance to support business development.

The Team Leader coaches and develops staff, manages performance, change, employee relations, and staffing, and fosters collaboration between Private Bankers and other lines of business within a geographic region. The role also represents the Bank in the community and helps manage transaction and operational risk in partnership with Credit and Operations.

The position is based in a private office and requires substantial computer use. Travel may be required for meetings. Telecommuting, if applicable, requires a secure, quiet home office and a reliable private internet connection; cable or fiber is preferred.

Requirements

• Bachelor’s degree or equivalent experience.
• 7–10 years of banking experience.
• At least 5 years of related experience in Corporate, Mortgage, or Private Banking.
• Previous experience analyzing Private Banking relationships, strategic sales planning, and client issue resolution.
• Excellent written and oral communication skills.
• Strategic thinking, strong leadership, and the ability to work tactically when necessary.
• Collaborative management approach.
• Strong organization, sales, execution, and delivery skills.
• Ability to multitask amid frequent interruptions, work in a fast-paced and changing environment, and manage multiple projects to completion on time.
• Thorough knowledge of state, federal, and regulatory guidelines.
• Demonstrated problem analysis and resolution skills.
• Expertise in financial analysis.
• Strong attention to detail and accuracy.
• High level of expertise with the MS Office suite.
• Ability to develop rapport with clients, peers, and partners.
• Ability to exercise independent judgment and decision-making, initiative, and tact when dealing with bank staff and customers.
• Knowledge of bank operating systems and Private Banking practices and products.
• Must complete required annual compliance training and New Employee Orientation.
• Must be able to access and interpret information on computer screens, documents, and reports and identify customers.

Responsibilities

• Guide and develop the ongoing sales activities of a team of Private Bankers to achieve performance goals for revenue and loans and deposits growth.
• Develop sales strategies to achieve revenue growth goals.
• Collaborate with market leaders and centers of influence to generate and develop sales leads.
• Manage full-service banking relationships with high-net-worth customers and oversee highly complex Private Banking 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 ensure records and files are maintained 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 changing needs, and recommend strategies using company products and services.
• Determine staffing requirements and oversee staff selection, development, and management.
• Direct staff training and development, provide feedback, conduct formal written performance and salary reviews at least annually, 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