Senior Private Banker

Sunflower Bank, N.A.•Denver, CO

19h•Onsite

About The Position

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Senior Private Banker at our Denver, CO location. The salary range for this position is $140,000 to $250,000 depending on knowledge, skills, abilities, experience, and location. The Senior Private Banker position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization. It leverages the diverse resources of the company and proactively recommends solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management).

Requirements

Must possess seven or more years of experience in financial services with High-Net-Worth individuals and families.
Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
Must possess a high level of emotional intelligence and the ability to read situations accurately.
Must possess business development, COI development and creative networking skills.
Experience in understanding the financial needs of a variety of clients and ability to offer bank and/or fiduciary solutions.
Strong understanding of banking and lending products.
Ability to meet deadlines and manage expectations.
Experience with sensitivity in working with and maintaining confidential information.
Ability to present banking and credit proposals.
Ability to understand complex financial statement presentations.

Nice To Haves

Bachelor’s Degree in Accounting, Finance, or other related field.

Responsibilities

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.