Director Private Bank

What The Role Is

At Cadence Bank, the Private Bank is a division of the Corporate Bank. A Private Banker functions as a single point of contact for all aspects of a client’s financial needs. The Private Bank targets wealthy individuals, family offices, entrepreneurs, highly compensated executives, professional service firms and non-profit organizations.

How You Will Make an Impact

· Responsible for managing, retaining and expanding existing relationships within your own portfolio and alongside senior Relationship Managers.

· Responsible for developing and implementing strategies for generating new client relationships.

· Apply knowledge of credit and banking to structure credit facilities that are mutually beneficial to our clients and the bank.

· Identify, recommend, and promote solutions that best serve our HNW client needs while ensuring the profitability of the portfolio.

· Analyze problems and propose creative solutions.

· Regularly call on clients, prospects, centers of influence and utilize knowledge of our product partners to find additional solutions such as Wealth and Investments.

· Represent the financial institution in public relations activities and community affairs.

 

Who You Are

· Excellent relationship and communication skills.

· Self-directed and sales oriented.

· Highly organized and possesses the ability to manage and prioritize workflow.

 

Education

· Bachelor’s degree in Finance, Accounting, related field, or equivalent work experience.

· Formal credit training.

 

Experience

· A minimum of 5+ years experience in a financial institution as a commercial or private banking lender.

· Experience in business development, including marketing and acquisition of new clients.

· Knowledge of laws and regulations applicable to banking.

 

If your experience aligns with this description, please consider applying. Many skills are transferable among industries and a passion for the role and willingness to learn are important considerations.