Private Banking Officer

Position Summary

The Private Banking Officer will serve as primary relationship advisor for high net worth and ultra-high net worth clients. This officer is responsible for developing and administering strategies, sales, and plans to grow the Private Banking division for our market. The officer deepens client relationships through need‑based, high‑level client service and by delivering the full suite of the Central Bank Private Banking platform.

The officer is accomplished at acquiring new clients by leveraging external networks and the firm’s community presence to provide comprehensive banking and wealth‑management advice across commercial banking, retail banking, and trust businesses, with skills in financial planning, investments, deposit and financial products, and other private banking services. The officer conducts relationships and activities consistent with established Bank policies, procedures, and systems, the corporate code of conduct, the Bank Secrecy Act, and all applicable State and Federal laws and regulations.

• Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
• Act as an expert level “market moving” and “rain maker” advisor with the ability to bring in a significant level of deposits, investments, and fee income products across retail and commercial banking.
• Self‑acquire significant new business by being active and well connected in the community.
• Able to handle the most challenging, sensitive, and complex relationships.
• Serve as a team and peer group role model for other Private Bankers, Trust Relationship Managers, Commercial Bankers, and Retail Bankers.
• Work within the existing audit, compliance, and regulatory framework to ensure a high‑quality, compliant portfolio of relationships.
• Develop short‑ and long‑term initiatives that align with the company’s vision and provide guidance, coaching, and development opportunities for the Private Banking team, ensuring the success of the line of business.
• Lead, mentor, and motivate team members (when applicable) to implement the Private Banking model’s initiatives, taking ownership for upholding the priority of concierge client service, the company’s culture, and driving it within the business unit.
• Communicate decisions, priorities, and relevant information to appropriate members of the team as passed down from the organizational level (when applicable).

• Meet revenue growth, profitability, and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients.
• Act as an expert level “market moving” and “rain maker” advisor with the ability to bring in a significant level of deposits, investments, and fee income products across retail and commercial banking.
• Self‑acquire significant new business by being active and well connected in the community.

• Able to handle the most challenging, sensitive, and complex relationships.
• Serve as a team and peer group role model for other Private Bankers, Trust Relationship Managers, Commercial Bankers, and Retail Bankers.
• Work within the existing audit, compliance, and regulatory framework to ensure a high‑quality, compliant portfolio of relationships.
• Develop short‑ and long‑term initiatives that align with the company’s vision and provide guidance, coaching, and development opportunities for the Private Banking team, ensuring the success of the line of business.
• Lead, mentor, and motivate team members (when applicable) to implement the Private Banking model’s initiatives, taking ownership for upholding the priority of concierge client service, the company’s culture, and driving it within the business unit.
• Communicate decisions, priorities, and relevant information to appropriate members of the team as passed down from the organizational level (when applicable).

• Oversee budget management, forecasting/planning, and expenditures, to maximize the business…