Senior Private Banker

American Bank of Commerce•Plano, TX

About The Position

ABC Bank is seeking an experienced, relationship-driven Senior Private Banker to grow and strengthen its Private Banking presence in an assigned market or region. The role combines high-net-worth client relationship management with business development and support for the expansion and strategic development of the Private Banking division. The banker will provide personalized financial solutions and exceptional service, partnering across the organization to deepen client relationships, develop opportunities, and foster a high-touch, relationship-driven experience. The position serves as the primary relationship manager for an assigned portfolio of high-net-worth clients and delivers tailored credit, deposit, investment (in collaboration with financial advisors), and trust services. It also contributes to local business strategy, service standards, marketing and compliance processes, and the development of a high-performing team. The role requires compliance with regulatory standards and internal policies, as well as proactive credit and portfolio risk management. ABC Bank describes its values as Growing Relationships, Simplifying the Process, and Doing the Right Thing. The company offers a dynamic and supportive team environment, opportunities for growth and career development, and competitive compensation and benefits. Benefits may vary by employment status and position.

Requirements

Bachelor’s degree in Finance, Business, or a related field.
Minimum 7–10 years of progressive experience in private banking or wealth management.
Prior leadership or program development experience.
Demonstrated success building or scaling a high-net-worth client segment or private banking team.
Deep knowledge of financial products, including credit, deposits, investments, and trust services.
Strong leadership, strategic planning, and communication skills.
High proficiency in CRM systems, financial planning tools, and core banking software.

Nice To Haves

MBA or professional certifications such as CFP®, CTFA, or CRC®.

Responsibilities

Support development and expansion of the Private Banking division in the assigned market or region, tailoring the business model, client segmentation strategy, and value propositions to local needs.
Partner with executive leadership to align local goals, operating procedures, and performance metrics with broader organizational objectives.
Assist in implementing internal processes, service standards, marketing initiatives, and compliance protocols for high-net-worth clientele in the region.
Contribute to recruiting, mentoring, and developing a high-performing team to drive regional growth of the private client offering.
Advocate for regional private client services and foster a high-touch, relationship-driven culture across teams and clients.
Serve as the primary relationship manager for an assigned portfolio of high-net-worth clients.
Deliver tailored financial solutions, including credit, deposit, investment in collaboration with financial advisors, and trust services.
Identify relationship expansion opportunities and collaborate across departments to meet client needs holistically.
Maintain an understanding of financial markets, industry trends, and regulatory developments to advise clients effectively.
Pursue new business through networking, referrals, and involvement in community and professional events.
Build strategic partnerships with centers of influence, including attorneys, CPAs, and wealth advisors.
Ensure client onboarding, documentation, and servicing processes comply with regulatory standards and internal policies.
Monitor credit exposure and proactively manage portfolio risk.
Perform other duties as assigned by supervisor or management.

Benefits

Competitive compensation and benefits package; specific benefits may vary by employment status and position.
Medical, dental, vision, and telemedicine.
Paid time off, paid volunteer time, and paid holidays.
Flexible Spending Account and Dependent Care FSA.
Basic life and AD&D insurance, plus voluntary life and AD&D insurance.
Long-term disability insurance.
401(k) and Employee Stock Ownership (KSOP) retirement plan.
Recruiting referral bonus.
Lifestyle Spending Account Program.
Dynamic and supportive team environment.
Opportunities for growth and career development.