Premier Private Banking Team Lead

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION; Denver (CO); Vor Ort; USD 178.000 - 284.000; Vollzeit

Zusammenfassung

SouthState Bank, National Association is seeking a Premier Private Banker Team Leader to own and guide a Private Banking sales team serving high-net-worth clients. You will lead prospecting, advisory services, and coordinated cross-sell activities to grow full-service banking relationships.

The role requires strong leadership, strategic sales planning, and deep knowledge of banking products, credit structures, and regulatory requirements. Travel may be required; located in Denver, CO area.

Qualifikationen

• Bachelor’s degree or equivalent experience.
• 7–10 years banking experience; minimum 5 years in corporate, mortgage, or private banking.
• FINRA Series 7, 63 or 66 licenses not required unless participating in securities/brokerage activities.
• Excellent written and verbal communication skills; strategic thinker with leadership ability.
• Knowledge of private banking products, regulatory guidelines, and financial analysis.

Aufgaben

• Guide and develop the ongoing sales activities of a team of Private Bankers to achieve revenue growth and goal attainment.
• Manage a portfolio of high-net-worth accounts and oversee complex private banking relationships.
• Collaborate with market leaders to develop leads and expand client relationships; cross-sell Retail, Trust, and Treasury Management services.
• Provide credit assistance and prepare loan packages for review and underwriting; open/maintain accounts within policy.
• Coach and develop staff, conduct annual performance and salary reviews, and ensure regulatory compliance.

Kenntnisse

Strategic leadership

Excellent communication

Team management

MS Office

Financial analysis

Regulatory knowledge

Client relationship

Multi-tasking

Attention to detail

Collaboration

Ausbildung

Bachelor's degree or equivalent experience

Tools

MS Office

Jobbeschreibung

SouthState Bank, National Association is seeking a Premier Private Banker Team Leader to own and guide a Private Banking sales team serving high-net-worth clients. You will lead prospecting, advisory services, and coordinated cross-sell activities to grow full-service banking relationships.

The role requires strong leadership, strategic sales planning, and deep knowledge of banking products, credit structures, and regulatory requirements. Travel may be required; located in Denver, CO area.