Senior Private Banking Associate

Sunflower Bank NA•Dallas, TX

21h

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 Senior Private Banking Associate in Dallas, TX! The Senior Private Banking Associate provides support to Private Bankers across multiple regions with tasks related to client experience and system entry. Senior Private Banking Associates interact with clients directly to provide service including identification of opportunities to service clients with additional products and services. This position is collaborative in nature assisting other Sunflower divisions with their client’s banking needs. Senior Private Banking Associates frequently introduce clients (refer) clients to other Sunflower divisions when appropriate.

Requirements

Minimum of 5 years’ successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
Must possess experience operating in an environment that stresses both individual accountability and team-based performance.
Demonstrate ability to operate with strict adherence to policy and procedural guidelines.
Ability to complete tasks on time while maintaining a high degree of accuracy.
Ability to collaborate with other internal partners to enhance the client experience.
Strong interpersonal, organizational, written, and oral communication skills.
Adapt quickly in dealing with an ever-changing banking environment.

Nice To Haves

Associate Degree or Bachelor’s Degree preferred.

Responsibilities

Work with the Private Bankers, WMAs, and other specialists across multiple assigned regions to ensure the optimal private banking client experience.
Provide best in class “relationship” based client experience.
Consistent communication with assigned Private Bankers providing updates as to work load and client interactions including client problems and/or opportunities to grow relationship.
Outstanding knowledge of and compliant operation related to Sunflower policy
Act as a primary point of contact for the administrative needs of our Private Banking clients.
Identify opportunities and cross-sell basic banking products and services to assigned clients.
Deliver high-level service while maintaining bank integrity, and abiding by both bank and industry regulations.
Ability to Multi-task maintaining accurate and timely completion of tasks.
Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.