Private Client Banking Associate Director

Bankwell; New Canaan (CT); On-site; USD 120,000 - 160,000; Full time

Job summary

Bankwell is seeking an Associate Group Director to support the Private Client Group Director, managing and growing existing commercial banking relationships and assisting with new client origination to drive demand deposits.

In this role you will identify commercial banking opportunities, support cross-selling of bank products, and deliver excellent client service on behalf of the private client team.

Qualifications

• Bachelor’s degree – prefer business, finance or economics.
• 3 plus years of commercial or private banking
• Ability to develop and nurture a book of business clients that know and prefer to bank with you – with an emphasis on driving low‑cost deposits.
• Strong attention to detail, and highly organized
• Excellent written and verbal communication skills
• Thrives in a high‑pressure environment and can work with tight deadlines.
• Performs assigned tasks accurately and on a timely basis.
• Ability to recommend process improvements to enhance efficiency.
• Experience with commercial lending a plus but not required.

Responsibilities

• Deliver excellent customer service.
• Expand the team’s book of business by actively marketing the Bank’s services to potential clients.
• Proactively grow “wallet share” of existing clients through cross-service and cross-sell opportunities for additional low-cost deposits.
• Expertise in Cash Management Solutions: Demonstrated knowledge of cash management products, including sweep accounts, zero balance accounts, and electronic funds transfer systems.
• Analytical Skills: Ability to analyze client cash flow patterns, liquidity needs, and operational risks to recommend tailored treasury solutions.
• Technical Proficiency: Experience with treasury management systems and financial software to manage daily transactions, reconciliations, and reporting.
• Client-Focused Communication: Exceptional interpersonal and communication skills to build and maintain strong relationships with commercial clients.
• Consultative Approach: assess client needs and provide strategic recommendations on deposit products and treasury solutions.
• Collaboration: Demonstrated effective experience working closely with internal teams (e.g., risk, compliance, and operations) to enhance client service and product delivery.
• Sales & Cross-Selling: Track record of identifying opportunities to introduce additional banking products and services that align with client goals.
• Customer Service Orientation: Commitment to delivering high-quality service and timely responses to client inquiries, ensuring long‑term satisfaction with the private client banking team.

Skills

Business Banking

Private Banking

Cash Management

Cross-Selling

Deposits Growth

Client Relations

Lending

Education

Bachelor’s degree

Job description

Bankwell is seeking an Associate Group Director to support the Private Client Group Director, managing and growing existing commercial banking relationships and assisting with new client origination to drive demand deposits.

In this role you will identify commercial banking opportunities, support cross-selling of bank products, and deliver excellent client service on behalf of the private client team.