Affluent Private Banking Relationship Advisor

Stock Yards Bank & Trust; Louisville (KY); On-site; USD 75,000 - 110,000; Full time

Job summary

Stock Yards Bank & Trust seeks a Private Banking Relationship Manager to oversee full client relationships and provide a wide range of financial services tailored to affluent clients. The role emphasizes consultative selling, portfolio growth, and compliance with banking regulations.

You will manage relationships, deliver personalized financial solutions, and work within a collaborative Private Banking team to meet objectives and drive market share in a dynamic Louisville market.

Qualifications

• Education: BS/BA in business, finance or related field.
• Experience: Minimum of 2 years lending experience.

Responsibilities

• Provide extensive personalized service to customers with specific or special banking needs
• Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
• Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
• Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB’s market share within the affluent customer segment
• Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
• Evaluate loan requests and approve credits within approved authority; Submit credit requests above authorized limits to Division Manager

Skills

Exceptional customer service

Business development

Self-starter

Written and verbal communication

Professional appearance and demeanor

Education

BS/BA in business or finance

Job description

Stock Yards Bank & Trust seeks a Private Banking Relationship Manager to oversee full client relationships and provide a wide range of financial services tailored to affluent clients. The role emphasizes consultative selling, portfolio growth, and compliance with banking regulations.

You will manage relationships, deliver personalized financial solutions, and work within a collaborative Private Banking team to meet objectives and drive market share in a dynamic Louisville market.