SVP, Senior Relationship Banker
About The Position
The SVP, Senior Relationship Banker leads the Relationship Banking team and oversees the overall revenue performance of the Profit Center. The role drives net interest income through loan and deposit growth, business development, and consistent sales activity. The position provides clear direction, coaching, and accountability so the team can meet production goals, manage a high-performing loan portfolio, and grow client relationships across loans, deposits, and investment assets. Success requires initiative and adaptability in a fast-paced, evolving environment. The role also builds client relationships through proactive outreach and collaboration with internal partners in wealth planning, investment management, trust, and depository services. It maintains regulatory and credit compliance while overseeing pipeline management, underwriting, portfolio administration, and onboarding.
Requirements
- Bachelor’s degree in business or related experience.
- 10–15 years of business development or client development experience.
- 5–7 years of lending and/or underwriting experience.
- Proficiency in Microsoft Office Suite, with exceptional Excel skills.
- Familiarity with banking and credit software.
- Experience with CRM systems.
- Strong mathematical and analytical skills.
- High initiative, follow-through, and ability to work independently and with a team.
- Excellent written and verbal communication skills.
- Strong organizational skills and ability to prioritize and manage multiple tasks.
- Experience working with high-net-worth individuals.
- NMLS registration upon hire.
Responsibilities
- Lead production efforts across loans, deposits, and assets under management, setting referral goals aligned with annual office targets.
- Drive new client acquisition and expand existing relationships through daily calling, retention outreach, prospecting, and joint coaching calls.
- Manage Relationship Banking team capacity and performance by client segment, delegating work and using sales and service metrics to guide workload.
- Oversee associate onboarding, recruitment, coaching, career pathing, and retention.
- Maintain pipeline discipline, accurate forecasting, and CRM best practices; guide opportunities from application through approval and onboarding, including reviewing and releasing underwriting and credit analysis.
- Oversee portfolio administration and compliance, including pricing guidance, relationship reviews, loan tracking, covenant monitoring, collateral exceptions, and documentation standards.
- Expand client relationships by introducing product strategies and reducing attrition.
- Partner with internal experts in wealth planning, investment management, trust, and depository services to build comprehensive financial solutions.
Benefits
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Health savings accounts (HSA).
- Flexible spending accounts (FSA).
- Medical, dental, and vision coverage.
- Generous paid time off and bank holidays.
- Training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- Strong bonus potential.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
