Regional Director - Private Banking

United Community Bank, N.A.Greenville, SC
300d

About The Position

The Regional Director of Private Banking will lead the growth of our private banking and investment sales within a specified region. This dynamic role involves managing a team of Private Bankers and building a portfolio of High-Net-Worth clients. We seek a leader with deep expertise in private banking, investments, and trust, and a proven track record of success.

Requirements

  • Over 10 years of experience in private banking and wealth management.
  • Strong understanding of investments, wealth planning, credit, and banking concepts.
  • Bachelor's degree required.
  • Excellent interpersonal skills for client interactions.
  • Strong analytical, verbal, and written communication skills.
  • Focused on business development and client service.
  • Effective sales leadership and negotiation skills.

Nice To Haves

  • Advanced degrees or designations (MBA, JD, CFA, CFP) preferred.

Responsibilities

  • Develop and execute a regional private banking strategy aligned with our goals.
  • Recruit, develop, and lead a team of Private Bankers to achieve sales targets and deliver exceptional client experiences.
  • Set clear performance expectations, conduct regular reviews, and provide ongoing coaching.
  • Build and manage relationships with High-Net-Worth clients, providing tailored advice and solutions.
  • Ensure compliance with regulatory requirements and implement effective risk management practices.
  • Stay informed about industry changes and adjust strategies accordingly.
  • Participate in all required compliance training and support team development.

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Industry

Credit Intermediation and Related Activities

Education Level

Bachelor's degree

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