Senior Private Banker

Sunflower Bank Mortgage Lending; Denver (CO); Presencial; USD 140.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) Plan with Match

Health/Dental/Vision Insurance

Life Insurance

Descripción de la vacante

Sunflower Bank, N.A. is seeking an energetic, highly motivated Senior Private Banker for our Denver, CO location.

This full-time role focuses on building and enhancing long-term relationships with High-Net-Worth clients, serving as a trusted advisor across the organization, and leveraging the bank’s diverse resources to meet client goals. Success is measured by client satisfaction and growth in relationship balances such as deposits, credit, and wealth management.

Formación

• Bachelor’s Degree in Accounting, Finance, or related field.
• Seven+ years of experience in financial services with High-Net-Worth clients.
• Strong sales skills and drive to pursue opportunities.
• High EI and ability to read situations accurately.
• Experience with business development and COI networking.
• Understand financial needs and offer banking/fiduciary solutions.
• Knowledge of banking and lending products.
• Ability to meet deadlines and handle confidential information.
• Willingness to work a minimum of 40 hours weekly.

Responsabilidades

• Expand the Bank’s client base with proactive, advisory solutions for Private Banking clients.
• Cultivate relationships with High-Net-Worth individuals and professional service firms.
• Deliver high-quality client service and recommendations to address needs and grow relationships.
• Collaborate with Wealth Management Partners to identify planning opportunities.
• Coordinate with Treasury, Mortgage, and Relationship Managers to connect clients to specialists.
• Monitor client accounts and guide them toward goals and asset growth.
• Manage private banking loan portfolio and review for risk and performance.
• Achieve targets for deposits, credit origination, and AUM.
• Follow lending procedures and perform credit analysis.
• Work with wealth advisors to preserve client wealth.

Conocimientos

Sales skills

Emotional intelligence

Business development

Networking

Educación

Bachelor’s Degree in Accounting/Finance

Descripción del empleo

Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Job Type

Full-time

Description

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Senior Private Banker at our Denver, CO location.

The salary range for this position is $140,000 to $250,000 depending on knowledge, skills, abilities, experience, and location.

Description

The Senior Private Banker position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization. It leverages the diverse resources of the company and proactively recommends solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management).

Responsibilities

• Responsible for expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects.
• Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients.
• Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships.
• Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities.
• Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs.
• Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives.
• Manage private banking loan portfolio, and review the quality of the portfolio to monitor the development of unfavorable trends.
• Achieve set goals for deposit growth, credit origination, and assets under management.
• Follow established lending procedures and perform adequate credit analysis.
• Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth.

Education / Experience Preferred

• Bachelor’s Degree in Accounting, Finance, or other related field.
• Must possess seven or more years of experience in financial services with High-Net-Worth individuals and families.
• Must possess strong sales skills, the ability to recognize sales opportunities and the drive to pursue them vigorously.
• Must possess a high level of emotional intelligence and the ability to read situations accurately.
• Must possess business development, COI development and creative networking skills.
• Experience in understanding the financial needs of a variety of clients and ability to offer bank and/or fiduciary solutions.
• Strong understanding of banking and lending products.
• Ability to meet deadlines and manage expectations.
• Experience with sensitivity in working with and maintaining confidential information.
• Ability to present banking and credit proposals.
• Ability to understand complex financial statement presentations.
• Must be able to work flexible hours with an expected minimum of 40 hours per week.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to "bank" with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.

Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates Enjoy Outstanding Benefits, Including

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!

You’ve never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.