Director, Private Banking: High-Value Client Growth

Trustmark National Bank; Birmingham (AL); On-site; USD 140,000 - 180,000; Full time

Job summary

Trustmark Bank is seeking a Director of Private Banking in Birmingham and other assigned locations. The role leads Private Banking operations, drives client-facing sales, and coordinates with Relationship Managers to ensure top-tier client experiences while maintaining regulatory compliance and profitability.

The position combines strategic leadership with hands-on production. The incumbent oversees a team, sets sales strategies, and manages performance with a focus on affluent clients and high

Qualifications

• Bachelor's Degree in Business, Finance or a related field, or equivalent work experience
• 5 years of Leadership experience including manager and team lead
• 8 years of Direct private banking lending experience through personal production or a leadership role
• Extensive knowledge of Private Banking and bank financial products and services, including applicable laws and regulations
• Advanced sales skills to lead business development activities within Private Banking
• Experience working with affluent, high net worth and ultra high net worth clients
• Experience in recognizing and handling troubled loans and problem customers
• Demonstrated experience with sales strategy and sales process development
• Advanced oral, written, and interpersonal communication skills
• Excellent analytical, time management, organizational, and problem-solving skills with the ability to multitask and work in a deadline-driven environment
• Ability to establish and maintain excellent working relationships with community, customers, employees, and administrative staff
• Preferably commercial lending banking experience or related work experience

Responsibilities

• Cross-train, lead and develop team of associates to promote maximum productivity, engagement, succession planning, and overall contribution to strategic organizational goals
• Manage profitability of the units, the client, and direct new business development and current customer retention activities to generate fee revenues for supervised functional areas. Ensure high-quality customer experience is maintained through departmental operations and actions.
• Serve as the senior client-facing representative of Private Banking with the bank's most significant clients and prospects, and transition clients to the appropriate banker or advisor for ongoing management.
• Develop sales strategies for the Private Banking team, including guiding internal and external presentations, training, and cross-selling opportunities between units to assist in revenue generation efforts.
• Provide management, leadership, and supervision to direct and indirect reports through clearly communicated department goals/direction. Personnel management may include working with Human Resources to handle associate questions/problems, providing an annual salary budget, performing the annual review for each direct report, and handling any staffing issues.
• Compliance/Regulatory: Interact with regulatory agencies and internal Compliance and Audit to provide all requested information in a timely manner. Also, manage risk through complying daily with policy and procedures of Trustmark and government agencies.
• Associates are expected to perform all additional duties as assigned.

Job description

Trustmark Bank is seeking a Director of Private Banking in Birmingham and other assigned locations. The role leads Private Banking operations, drives client-facing sales, and coordinates with Relationship Managers to ensure top-tier client experiences while maintaining regulatory compliance and profitability.

The position combines strategic leadership with hands-on production. The incumbent oversees a team, sets sales strategies, and manages performance with a focus on affluent clients and high