Senior Private Banker — Wealth & Lending Leader

SouthState Bank, N.A.; Dallas (TX); On-site; USD 100,000 - 130,000; Full time

Job summary

SouthState Bank, N.A. is seeking an experienced banking professional in Dallas, Texas. The role involves managing banking relationships, participating in business development, and consulting with clients on financial needs. Ideal candidates will have a Bachelor's degree and extensive experience in Business Banking or Private Banking.

The position requires strong communication skills, knowledge of financial products, and ability to analyze client needs. The bank emphasizes integrity, excellence, and community engagement.

Qualifications

• Minimum 15 years in Business Banking or Private Banking experience.
• 5+ years of lending or sales experience preferred.
• Basic knowledge of bank operating systems.

Responsibilities

• Participate in business development plan to increase loan and deposit portfolio.
• Manage banking relationships and oversee complex accounts.
• Consult with clients regarding financial needs and recommend products.

Skills

Excellent written and verbal communication skills

Financial accounting and analysis

Organization and multitasking

Problem analysis and resolution

Attention to detail

Education

Bachelor's degree in Finance, Management, or Business Administration

Tools

MS Office suite

Job description

SouthState Bank, N.A. is seeking an experienced banking professional in Dallas, Texas. The role involves managing banking relationships, participating in business development, and consulting with clients on financial needs. Ideal candidates will have a Bachelor's degree and extensive experience in Business Banking or Private Banking.

The position requires strong communication skills, knowledge of financial products, and ability to analyze client needs. The bank emphasizes integrity, excellence, and community engagement.