Private Banking Relationship Manager: Growth & Service Excellence

Fidelity Bank; Wichita (KS); On-site; USD 65,000 - 100,000; Full time

Job summary

Fidelity Bank is seeking a Private Banking Relationship Manager to partner with Private Banking Officers and leadership to manage and grow relationships, support lending and deposit needs, and deliver an exceptional client experience.

You will coordinate with multiple departments to meet client needs, prepare materials, and ensure compliance while maintaining confidential records. A strong emphasis on relationship management and service excellence drives success in this role.

Qualifications

• Bachelor's degree in a business-related field (may be waived in lieu of experience).
• Minimum of 2 years banking experience (Private Banking or client-facing role).
• Experience with deposit and consumer lending products (loans, lines of credit, HELOC).
• Strong knowledge of banking regulations, risk management, and client confidentiality.

Responsibilities

• Provide proactive communication, resolve service issues, and coordinate complex client requests from initiation to resolution.
• Review client relationships to identify unmet needs and introduce suitable solutions with Private Banking Officers and other lines of business.
• Assist with consumer and Private Banking loan requests, gather financial information, coordinate processing and closing.
• Coordinate client onboarding and ongoing relationship maintenance.
• Collaborate across departments to ensure consistent client experience across services.
• Prepare client correspondence, proposals and materials; support meetings and outreach initiatives; enhance client engagement.
• Maintain accurate confidential client records and escalate potential concerns per regulatory requirements.

Skills

Relationship management

Communication

Organizational skills

Multitasking

Attention to detail

Client service

Education

Bachelor's degree (business-related)

Tools

CRM

Microsoft Office

Job description

Fidelity Bank is seeking a Private Banking Relationship Manager to partner with Private Banking Officers and leadership to manage and grow relationships, support lending and deposit needs, and deliver an exceptional client experience.

You will coordinate with multiple departments to meet client needs, prepare materials, and ensure compliance while maintaining confidential records. A strong emphasis on relationship management and service excellence drives success in this role.