Private Banking Relationship Manager - Indianapolis

Stock Yards Bank & Trust; Indianapolis (IN); On-site; USD 65,000 - 110,000; Full time

Job summary

Stock Yards Bank & Trust in Indianapolis seeks a Private Banking Relationship Manager to manage full client relationships and provide tailored financial services for affluent clients.

You will expand a high-net-worth portfolio, collaborate with credit and lending teams, and ensure compliance while delivering exceptional service and strategic financial guidance.

Qualifications

• Bachelor-level degree or equivalent experience in finance or business required.
• Minimum 2 years lending experience or related banking experience.
• Strong customer service and relationship-building abilities.
• Excellent written and verbal communication skills and professional presentation.

Responsibilities

• Provide extensive personalized service to affluent clients.
• Develop and expand a portfolio by selling the full range of bank products in a consultative, needs-based manner.
• Meet or exceed sales, revenue, deposits and client satisfaction goals.
• Execute prospecting and sales plans to grow market share within the affluent segment.
• Manage loan requests and credits following bank policies and regulatory standards.

Skills

Exceptional customer service

Business development

Self-starter

Written and verbal communication

Professional appearance

Education

BS/BA in business, finance or related field

Job description

Job Title

Private Banking Relationship Manager

FLSA Status

Exempt

Department

Private Banking

Hours of Operation

Monday - Friday, 40 to 45 hours per week

General Job Summary

Manages full client relationships, providing financial services for specific or special banking needs, and develops new business.

Organizational Duties and Responsibilities

• Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures.
• Supports all functions that maintain compliance with regulatory agencies.

Essential Duties and Responsibilities

• Provide extensive personalized service to customers with specific or special banking needs
• Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
• Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
• Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB's market share within the affluent customer segment
• Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
• Evaluate loan requests and approve credits within approved authority
• Submit credit requests above authorized limits to Division Manager

Other Functions

• Support Bank's commitment to community involvement by serving on external charitable Board of Directors and by attending functions
• Perform other duties as assigned

Working Conditions

Indoor, office environment with occasional travel as needed

Minimum Job Requirements

Education

BS/BA in business, finance or related field and/or related experience in lieu of degree

Experience

Minimum of 2 years lending experience

Specific Skills

• Proven ability to give exceptional customer service
• Proven business development experience
• Self-starter
• Excellent written and verbal communication skills
• Professional appearance and demeanor

Physical requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Primarily sedentary work performed in an office environment
• Ability to sit for extended periods of time while working at a computer
• Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment
• Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person
• Visual acuity sufficient to read computer screens, printed documents, and financial data
• Occasional standing, walking, bending, or reaching
• Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)