Private Banking Relationship Manager: Growth & Service

Meridian Bank; Northern (KY); Hybrid; USD 90,000 - 125,000; Full time

Job summary

Meridian Bank seeks an experienced Private Banking Relationship Manager to develop and manage high-net-worth client relationships across the Meridian Bank footprint. You will drive deposit and loan growth, portfolio management, and high-touch client service, coordinating referrals to Meridian Wealth Partners and other Bank partners.

You will travel within the assigned market and collaborate across lines to deliver tailored solutions while maintaining credit quality and regulatory compliance.

Qualifications

• Bachelor’s degree in finance, business, or a related field or equivalent experience.
• Relationship-management and lending experience in private/commercial banking.
• Credit training or experience with consumer and commercial credit.
• Ability to develop relationships and generate deposits, loans, and referrals.
• Ability to work across business lines and coordinate client solutions.
• Proficiency with Microsoft 365 and ability to learn bank systems.
• Strong attention to detail, organization, and ability to manage multiple priorities.

Responsibilities

• Travel within assigned market; a valid driver’s license is required when driving is an essential job duty.
• Develops and executes a relationship plan to achieve deposit, loan, fee, and referral goals while maintaining credit quality, pricing discipline, and risk standards.
• Builds a sustainable prospect and referral network through client outreach, centers of influence, coordinated calling efforts, and industry/community activities.
• Maintains knowledge of relevant Bank products and services and engages appropriate partners based on identified client needs.
• Manages an assigned portfolio, deepens relationships, monitors client needs and risk indicators, and delivers high-touch service.
• Assesses prospect and client financial objectives and recommends suitable deposit, credit, treasury-management, wealth, and other Bank solutions with clear terms and costs.
• Coordinates timely resolution of client service issues and escalates matters when appropriate.
• Represents the Bank at community, professional, sponsorship, and networking activities that support the market strategy.
• Demonstrates Meridian Bank’s Core Values in client and colleague interactions.
• Complies with applicable laws, regulations, and Bank policies and procedures including fair lending, BSA/AML, customer identification, privacy, CRA, information security, credit administration, and safety and soundness requirements.

Skills

Relationship management

Lending

Credit training

Client development

Cross-functional collaboration

Attention to detail

Organization

Time management

Education

Bachelor's degree

Tools

Microsoft 365

Job description

Meridian Bank seeks an experienced Private Banking Relationship Manager to develop and manage high-net-worth client relationships across the Meridian Bank footprint. You will drive deposit and loan growth, portfolio management, and high-touch client service, coordinating referrals to Meridian Wealth Partners and other Bank partners.

You will travel within the assigned market and collaborate across lines to deliver tailored solutions while maintaining credit quality and regulatory compliance.