Head of Private Banking Services
2 weeks ago
Job Posting:
Position Overview
The Senior Private Banking Director will serve as a key advisor to high net worth clients, ensuring their banking and financial requirements are thoroughly understood and met.
This role involves collaboration with various Wealth Management and Banking divisions to provide comprehensive solutions for clients, encompassing commercial, consumer, investment, and trust services.
The Director will drive revenue growth by suggesting suitable products and services, cultivating new client relationships, and enhancing the offerings to existing clients.
By delivering exceptional customer service and expertise, the Director will maintain and strengthen existing client relationships.
Additionally, the Senior Private Banking Director will represent the bank within the community, taking on a visible leadership role in the market.
Key Responsibilities
- Establish and achieve personal production targets, including new loans, deposits, investments, and trust production, along with associated revenue goals.
- Manage a portfolio of client relationships, making informed decisions regarding account administration and customer relations.
- Provide outstanding service and build rapport with both existing clients and prospects, thereby expanding current relationships and fostering new ones.
- Enhance client profitability through proactive business development initiatives, securing new clients while maintaining existing ones.
- Address the diverse financial needs of clients by informing them about additional bank products and services, including personal trust and investment options.
Commercial needs should also be fulfilled through the bank's comprehensive suite of commercial loan and deposit products.
- Stay informed about relevant legislation and regulations affecting banking practices to ensure compliance in all transactions and client interactions.
- Oversee portfolio management tasks, including monitoring covenants, overdrafts, delinquencies, renewals, collateral values, and documentation.
Qualifications
- A bachelor's degree in a business-related field is required. A minimum of ten years of experience in Private Banking or General Banking is essential.
- An advanced degree (master's, CPA, CFP) and relevant licenses (series 7, 66, insurance) are preferred.
- Strong business development and decision-making skills are crucial.
Excellent communication skills are necessary for preparing and delivering clear presentations to groups and individuals; the ability to convey information effectively through both formal and informal written communications is also important.
The ideal candidate will foster an environment where timely and high-quality information flows seamlessly between themselves, clients, and colleagues.
Personable and enthusiastic, the candidate should possess strong interpersonal skills and feel comfortable in upscale social settings.
Organizational skills and proficiency in technology, banking systems, and software applications such as Word and Excel are essential. Strong credit skills, including credit analysis, underwriting, and loan structuring, are desired.
- The ability to analyze a client's complete financial picture and provide wealth management recommendations across all areas is critical.
If your experience aligns with this description, we encourage you to consider this opportunity. We value diverse perspectives and believe they enhance problem-solving and creativity within our team.
Cadence Bank is an Equal Opportunity Employer, committed to fostering a diverse workforce.
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