Premier Private Banking Team Lead

southstatebank; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

SouthState Bank is seeking a Premier Private Banker Team Leader to oversee a Private Banking sales team. You will drive revenue growth for high-net-worth clients, guide bankers, and coordinate cross-team collaboration to deliver advisory services and complex banking solutions.

Responsibilities include staff development, prospecting new relationships, and providing credit support for business development while ensuring compliance and risk management across the portfolio.

Qualifications

• Education: Bachelor's degree or equivalent experience.
• Experience: 7-10 years banking experience; a minimum of 5 years related experience (Corporate, Mortgage, or Private Banking).
• Licensing: FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.
• Strong written and verbal communication; strategic leadership; collaboration; organization; sales execution; regulatory knowledge.

Responsibilities

• Guide and develop the ongoing sales activities of a team of Private Bankers to achieve revenue growth and goal attainment.
• Develop sales strategies to achieve revenue growth goals.
• Collaborate with market leaders and COIs to generate sales leads and growth.
• Manage full-service banking relationships with high-net-worth clients and oversee complex accounts.
• Consult with prospects and clients on financial needs; recommend products; prepare loan packages for credit review and underwriting.
• Provide staff coaching, performance management, and training; manage staffing levels and development.
• Represent the Bank and its products; provide leadership in community activities.
• Assist with risk management and compliance by reviewing reports with Credit and Operations partners.

Skills

Team leadership

Sales strategy

Financial analysis

Client relationship management

Communication skills

Regulatory knowledge

MS Office

Education

Bachelor's degree

Job description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

It is the responsibility of the Premier Private Banker Team Leader to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Responsible for the overall management of a Private Banking sales team to maximize and grow full-service banking relationships with high-net-worth customers. Oversees a portfolio of highly complex Private Banking accounts for South State Bank. Champions the Private Banking team's consultative approach to providing customers with advisory services, pragmatic solutions, and strong client support that meet the needs of client and South State Bank. Guides Private Bankers in prospecting of new relationships and expansion of existing relationships. Provides credit assistance that supports Private Banking business development efforts. Responsible for coaching and developing staff, performance management, change management, employee relations and staff. Fosters a collaborative network between Private Bankers and other lines of business within a specific geographic region.

ESSENTIAL FUNCTIONS

• Guides and develops the ongoing sales activities of a team of Private Bankers to achieve internal performance goals for revenue growth and overall sales (Loans & Deposits) growth.
• Develops sales strategies to achieve revenue growth goals.
• Collaborate with market leaders and COI's to positively impact the development of sales leads.
• Manage full-service banking relationships with high-net-worth customers and oversee a portfolio of highly complex accounts.
• Consult with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.
• Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services.
• Determine staffing requirements for Private Banking team. Oversight of selection, development, and management of staff; direct training and development of staff to maximize use of strengths and abilities. Provide feedback as needed, as well as formal written performance and salary reviews on at least an annual basis. Evaluates results and assists in developing programs for improvement.
• Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.
• Assist with managing transaction/operational risk by identifying trends, reviewing management reports, and working with Credit and Operations partners to maintain compliance and credit quality.
• Provide subject matter expertise to internal bank staff as required.
• Assist with other projects as required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, and Certification Requirements

Education: Bachelor's degree or equivalent experience

Experience: 7-10 years banking experience; a minimum of 5 years related experience (Corporate, Mortgage, or Private Banking experience). FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.

Skills: Excellent written/oral communications skills; Strategic thinker, with excellent leadership skills and the ability to work tactically when necessary. Collaborative approach to management. Excellent organization, sales, execution, and delivery skills. Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time. Thorough knowledge of state, federal, and regulatory guidelines. Proven success in problem analysis and resolution. Expertise with financial analysis. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in de