Private Banking Team Lead - Denver, CO
About The Position
The Premier Private Banker Team Leader manages a Private Banking sales team and a portfolio of highly complex accounts for South State Bank. The role is responsible for growing full-service banking relationships with high-net-worth customers and supporting the team’s consultative delivery of advisory services, practical solutions, and client support. The Team Leader guides prospecting and expansion of client relationships, provides credit assistance for business development, and fosters collaboration between Private Bankers and other lines of business in the region. The position also oversees staffing, coaching, employee development, performance management, change management, and employee relations. It represents the Bank in the community, supports risk management and compliance, and provides subject matter expertise to internal bank staff. The position is based at 1331 17th St., Denver, Colorado. Travel may be required for meetings. The role is conducted in a private office and involves substantial computer use. Telecommuting arrangements, if applicable, require a secure and quiet home office with a reliable private internet connection.
Requirements
- Bachelor’s degree or equivalent experience.
- Seven to ten years of banking experience, including at least five years of related Corporate, Mortgage, or Private Banking experience.
- 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 complete multiple projects on time.
- Thorough knowledge of state, federal, and regulatory guidelines.
- Proven 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.
- Previous experience analyzing Private Banking relationships, strategic sales planning, and resolving client issues.
- Ability to effectively 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 revenue and overall loan and deposit growth goals.
- Develop sales strategies to achieve revenue growth goals.
- Collaborate with market leaders and centers of influence to support the development of 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 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, 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 key 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.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
