Private Banking Team Lead

Tri Counties Bank; Carlsbad (CA); On-site; USD 111,000 - 140,000; Full time

Job summary

Tri Counties Bank in Carlsbad, CA seeks an experienced Private Banking Manager to lead a sales-driven team. You will onboard and grow high-value business clients, coordinate with Commercial Lending and Treasury, and deliver a best-in-class client experience.

The role emphasizes relationship building, coaching, and cross-selling wealth and banking services, with a focus on community engagement and maintaining Service with Solutions.

Qualifications

• Bachelor's degree preferred for in-depth financial knowledge and client interaction.
• High school diploma or GED required as minimum education.
• Proven sales experience in banking or financial services is essential.
• Strong leadership and coaching abilities for managing Private Banking team.
• Excellent communication and presentation skills for client interactions.

Responsibilities

• Onboard, maintain, and grow a valued business client book.
• Lead the Private Banking Team, recruit and manage headcount aligned with growth.
• Coordinate with Commercial Lending, Treasury, and other lines of business as One Team.
• Present products and services to clients and educate on digital channels.
• Promote Tri Counties Bank values and drive Service with Solutions.

Skills

Leadership

Sales experience

Relationship management

Client service

Team coaching

Education

Bachelor's degree preferred

High school diploma or GED required

Job description

Job Category: Production / Branch Banking

Requisition Number: PRIVA007726

• Full-Time
• On-site

Locations

Showing 1 location

Carlsbad, CA 92008, USA

Description

Come to work for a company you can be proud to work for.

The hiring range for this opportunity is $111,000 to $140,000 annual salary along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY

Responsible for providing exceptional client service to our internal and external clients in coordination with Branch Banking, Commercial Lending and Treasury. The overall objective is to effectively execute all sales, service, and referral routines to attain, deepen and grow client relationships. Will be the “face” of our organization to our clients and associates and will be responsible for that first impression. A Service with Solutions-oriented approach is essential, with a focus on delivering a best in class client experience. This role will coordinate activities and behaviors to help our teams, clients, communities, and shareholders succeed. Ensures key stakeholders are delivering WISE Service with Solutions consistently.

MAJOR RESPONSIBILITIES

• Serve as a single point of contact for onboarding, maintaining, strengthening, and retaining the Bank’s valued business clients while connecting appropriate partners as necessary.
• Build individual book of business, as well as help the team develop their own books of business. Seek prospects through COIs, referrals, and networking to drive new clients to the bank.
• Lead the Private Banking Team as a role model, mentor, leader, and champion. Recruit, hire, and maintain appropriate headcount modeled on growth objectives for Private Banking.
• Engage in quality conversations between Relationship Managers, Branch Managers, related departments, and key stakeholders to ensure successful collaboration as One Team. Ensure consistent standards for assessing employee performance, including successes and opportunities for growth.
• Deliver the bank's value proposition through presenting products and services while proactively educating clients how best to utilize technology related channels when appropriate.
• Identify areas for client service improvements, actively promoting Tri Counties Bank’s values and vision toward times of change.
• Move forward and move fast with clients and colleagues alike. Use the various marketing tools and digital technology available to present product offers and financial solutions to existing and prospective clients.
• Act as a subject matter expert for Commercial Lending, Treasury and Branch Banking and remain flexible in position based on needs of respective business lines. Learn new and existing products through sales aids demonstrating positive, can-do attitude and client first culture maintaining Service with Solutions.
• Present strong leadership, team building and role modeling while championing Tri Counties Bank’s efforts to establish a best-in-class culture through employee experience, workforce, and workplace excellence.
• Maintain an awareness of competitive products, practices, rates, and changes in market area.
• Coordinate One Team efforts across multiple lines of business including, but not limited to: Commercial Lending, Treasury Management, Home Mortgage, and Tri Counties Advisors.
• Partner with CRA/Fair Lending Officer on business opportunities related to community development and CRA lending. Represent the bank in community and civic affairs.

OTHER RESPONSIBILITIES

• Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to the job duties.
• Assist with special projects and initiatives to grow or advance efforts for the Private Banking division.

EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED

• High school diploma or GED required; undergraduate degree in related field strongly preferred.
• Five years of successful business-level sales experience.
• Five years of banking leadership or equivalent experience is strongly preferred.
• Demonstrated experience and strong performance with face-to-face customer service, digital engagement, and sales/referrals.
• Broad knowledge of banking regulations related to commercial lending and deposit products.
• Proven leadership, management, and coaching skills.
• Excellent verbal, written and presentation communication skills.

COMPANY PROFILE

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California with corporate offices in Roseville, South San Francisco, and Bakersfield, with assets of nearly $10 billion and 50 years of financial stability.

Tri Counties Bank is dedicated to providing exceptional service for individuals and businesses throughout California with more than 75 locations, advanced mobile and online banking, and access to approximately 40,000 surcharge-free ATMs nationwide.

As California's Local Bank, Tri Counties Bank prioritizes serving clients with local bankers and local decision-making, backed by corporate philanthropy, community engagement, employee volunteerism and investments. Recognized by various publications as among the Top Workplaces and Best Banks, Tri Counties Bank recruits and retains diverse and talented team members.

Tri Counties Bank is an Affimative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Age/Disability/Veteran.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.