VP, Premium Banking Team Lead

ITTConnect•Miami, FL

3d•Onsite

About The Position

ITTConnect is seeking a Premium Banking Team Lead (VP) for a direct-hire full time position with a client that is a large financial institution. Job location: Miami, FL. The VP, Premium Banking Team Lead is responsible for managing, maintaining and converting the Premium client portfolio, and establishing new clients. The individual should know and understand the legal and regulatory environment and requirements and comply with them. It is also expected that individual act with ethics, transparency and competence towards clients to identify and develop business opportunities and to ensure and promote a long–term, trustworthy and sustainable relationship. In addition, Team Leader is responsible for overseeing their RO(s)an RMs to ensure the business deliverables and milestones are established.

Requirements

Minimum of 5-7 years of experience in retail banking, premium banking, private banking, wealth management, or financial services, including supervisory or leadership responsibilities.
Ability to lead, coach, and develop a team in a sales and service-oriented environment.
Strong relationship management and business development skills, with the ability to deepen client relationships and increase share of wallet.
Demonstrated success in acquiring, retaining, and growing affluent and high-net-worth client relationships.
Solid knowledge of consumer banking products and services, including deposits, lending, investments, and wealth management solutions.
Ability to identify Private Wealth Management (PWM) opportunities and facilitate referrals to enhance client value and revenue generation.
Excellent communication, presentation, negotiation, and interpersonal skills.
Strong analytical and problem-solving abilities, with the capacity to interpret financial information and client needs.
Knowledge of banking regulations and compliance requirements, including AML, BSA, KYC, OFAC, consumer protection, and risk management practices.
Proven ability to manage multiple priorities, achieve performance objectives, and operate effectively in a fast-paced environment.
Proficiency in Microsoft Office Suite and CRM/client relationship management systems.
Bachelor’s degree in finance, Economics, Business Administration, Accounting, or related field.

Nice To Haves

Key Competencies: Leadership & Team Development Sales & Business Development Client Relationship Management Wealth Management Awareness Regulatory Compliance & Risk Management Digital Banking Adoption Strategic Thinking Financial Acumen Cross-Functional Collaboration Client Experience Excellence

Responsibilities

Identify clients with Private Wealth Management (PWM) potential and proactively increase wallet share through targeted referrals, relationship deepening, and tailored banking solutions to drive conversion to PWM clients.
Lead initiatives to enhance digital engagement within the Premium Banking portfolio, ensuring clients maximize the use of digital channels and solutions while supporting the Bank’s digital transformation strategy.
Monitor portfolio performance and client activity to identify cross-selling opportunities and enhance overall relationship value.
Ensure the delivery of superior client experience by maintaining high service standards and proactively addressing client needs.
Oversee onboarding activities and periodic client reviews to ensure compliance with internal policies and regulatory requirements.
Conduct regular portfolio reviews to identify growth opportunities, mitigate attrition risk, and strengthen client engagement.
Collaborate with product specialists, treasury, lending, and wealth management teams to deliver comprehensive financial solutions tailored to client needs.
Establish performance goals and key metrics for team members, providing ongoing coaching, mentoring, and professional development.
Maintain strong knowledge of market trends, competitive offerings, and emerging clients need to support strategic growth initiatives.
Ensure adherence to all risk management, AML/KYC, compliance, and operational policies while fostering a culture of accountability and ethical conduct.
Utilize management reports and client analytics to assess team performance, improve productivity, and support data-driven decision making.
Champion a client-centric culture focused on relationship deepening, operational excellence, and sustainable revenue growth.
Ensure compliance with all Bank policies, regulatory requirements, and risk management standards, including AML/KYC, BSA, OFAC, and client due diligence procedures.