The primary focus of this role is building strong, effective relationships through a confident, professional, and engaging approach. The position operates in a fast-paced environment and requires close collaboration with others to achieve results, motivate performance, and drive successful outcomes. A strong sense of urgency, initiative, and determination is essential, along with the ability to influence and guide others through a clear understanding of their needs and motivations. Success in this role depends on setting and achieving goals, making sound decisions under pressure, and leveraging input from others when needed. The work is dynamic and varied, requiring attention to detail, accuracy, and adaptability, with responsibilities that may include coaching, training, and influencing behaviors to achieve business objectives.

As a Private Client Center Manager, you will:

• Train and develop a successful concierge banking center team to deliver an elevated, personalized client experience while selling and cross-selling through our Relationship Building protocol. This includes setting clear expectations for white-glove service, anticipating client needs, and consistently exceeding service standards for Private Clients.

• Responsible for the growth and retention of the Private Client Center deposit and loan portfolio.
• Work collaboratively with Private teammates to acquire HNW, entrepreneur and business-owner clients for the bank.

• Achieve specific sales and service goals by providing a full range of business banking services to clients with an emphasis on deposit, treasury management and loan products.
• Responsible for demonstrating a strong knowledge of mortgage, business, installment loan options, providing a broad base of financial and credit services.
• Actively and consistently engage in community involvement and business development for the bank.
• Oversee the operational efficiency and compliance requirements of the Private Client Center.

Below are the Minimum Requirements for consideration:

• Bachelor's degree in Business Administration or equivalent combination of education and related work experience.
• Minimum of 5+ years' experience in progressive relationship management, extraordinary client service and client/prospect calling experience.
• Strong communication skills.
• Must possess a valid driver's license.
• Must be a Notary.

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

• Previous Private Banking experience and exceptional Client Service Management experience.
• Passionate and motivated self-starter.
• Strong work ethic and ability to complete work accurately.
• Ability to think logically in order to analyze situations and make sound decisions.
• Ability to handle multiple tasks simultaneously.
• Proficient at working with multiple computer and Microsoft Office software applications which include Outlook, Word, Excel, and PowerPoint. Ability to learn various systems.

Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list

• Client service driven with a commitment to delivering a highly personalized, elevated experience; proactively anticipates client needs and resolves issues with a sense of urgency, professionalism, and discretion.

• Strong financial acumen and conceptual understanding of risk management; specialized competencies in delivery of deposit, loan and other banking products and services.
• Highly effective written, verbal and interpersonal communication skills; demonstrated ability to speak effectively to internal and external clients.
• Strong professional etiquette.
• Must be passionate about proactive relationship building of new business from existing clients and referrals. Proven track record of prospecting new relationships, as well as enhancing existing ones, and meeting or exceeding goals.
• Ability to learn, understand, develop and deliver a variety of technical and business skills training program.
• Cooperates and works collaboratively toward solutions that generally benefit all involved parties; works cooperatively with others to accomplish company objectives.
• Demonstrates concern for achieving or surpassing results against an internal or external standard of excellence.
• Makes decisions authoritatively and wisely, after adequately contemplating various available courses of action.
• Effectively manage a team of associates to accomplish responsive, concierge service for Private Clients, while protecting the Bank and the client from risk.
• Ability to handle multiple projects related to marketing, branding, business development, and event planning.
• Coordinate partnership amongst the Bank's many lines of business to promote client relationship growth.
• Provide accurate reporting related to the line of business, to include but not exhaustive, relationship and deposit growth, pipeline activity, client retention and budget/expenses.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• Expected to maintain a business professional appearance that reflects the Private Banking brand and reinforces a high standard of professionalism and credibility with clients.
• Professional setting.
• May be requested to work evenings and weekends for special program events.
• Travel is primarily local during the business day, although some out-of-the-area and overnight travel is required on an as needed basis to exceed the expectations of the client.
• Must be able to work at a rapid pace for long periods of time.
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you're definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.