Private Banker

Sunflower Bank Mortgage Lending; Irvine (CA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Health Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Job summary

Sunflower Bank, N.A. in Irvine is seeking a Private Banker to cultivate long-term client relationships with high-net-worth individuals, coordinating across wealth management and banking teams.

You will deliver tailored financial solutions, grow deposits and credit, and ensure compliance with industry standards. Minimum five years selling to HNW clients and a Bachelor’s in finance or accounting preferred. This is a full-time role with competitive compensation and benefits.

Qualifications

• Bachelor’s degree in accounting, finance, or related field required.
• Minimum two years in financial services serving HNW clients.
• Minimum five years direct sales experience.
• Strong credit underwriting for HNW clients; analyze tax returns and financials.

Responsibilities

• Grow the private banking client base with proactive, advisory solutions.
• Develop relationships with high-net-worth individuals and professionals.
• Coordinate with Wealth Management to identify planning opportunities.
• Collaborate with specialists to connect clients to experts for complex needs.
• Monitor accounts and strive for deposit growth, credit origination, and AUM.

Skills

High-net-worth client service

Sales and business development

Relationship management

Prospecting and networking

Financial advisory

Education

Bachelor’s Degree in Accounting or Finance

Two+ years of financial services experience with HNW clients

Job description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth‑management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Job Type

Full-time

Position

Private Banker at Irvine, CA

Summary

Responsible for building and enhancing long‑term client relationships with High‑Net‑Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization, leveraging the diverse resources of the company and proactively recommending solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management).

Responsibilities

• Expand the Bank’s client base by providing proactive, thoughtful, advice‑based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High‑Net‑Worth individuals and families, professional service companies, non‑profit and foundation clients.
• Deliver high‑quality client service and appropriate recommendations to address unmet needs in order to acquire new clients and enhance existing relationships.
• Work closely with Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers) to connect clients to experts who can help them with specialized financial needs.
• Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
• Manage private banking loan portfolio and review portfolio quality to monitor the development of unfavorable trends.
• Achieve set goals for deposit growth, credit origination, and assets under management.
• Follow established lending procedures and perform adequate credit analysis.
• Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.
• Perform the job in accordance with applicable industry laws and regulations and the policies and procedures established by the company.
• Uphold Fair and Responsible Banking practices, Code of Ethics and Conduct guidelines.
• Understand and participate in the Bank’s Community Reinvestment Act program.
• Perform other duties as assigned.

Education/Experience Preferred

• Bachelor’s Degree in Accounting, Finance, or related fields.
• At least two years of experience in financial services with High‑Net‑Worth individuals and families.
• Minimum of five years of experience in direct sales.
• High‑level credit underwriting skills for High‑Net‑Worth individuals and families; proficiency in analyzing personal tax returns, personal financial statements and company balance sheets/income statements.
• Strong sales skills, ability to recognize sales opportunities, and drive to pursue them vigorously.
• Business development, COI development, and creative networking skills.
• Experience understanding the financial needs of a variety of clients and ability to offer bank and/or fiduciary solutions.
• Strong understanding of banking and lending products.
• Ability to meet deadlines and manage expectations.
• Experience with sensitivity in working with and maintaining confidential information.
• Ability to present banking and credit proposals.
• Willingness to work flexible hours, with an expected minimum of 40 hours per week.
• Bondable.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work‑related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates Enjoy Outstanding Benefits, Including

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company‑paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid HolidaysPlus many more associate perks & incentives!

Pay is dependent on knowledge, skills, abilities, experience, and location.

If you qualify, apply online at www.sunflowerbank.com/careers.

Equal Employment Opportunity

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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