Premier Private Banking Team Lead

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

It is the responsibility of the Premier Private Banker Team Leader to take ownership of all tasks and challenges that they encounter in the operation of their assigned position.  Responsible for the overall management of a Private Banking sales team to maximize and grow full-service banking relationships with high-net-worth customers. Oversees a portfolio of highly complex Private Banking accounts for South State Bank. Champions the Private Banking team’s consultative approach to providing customers with advisory services, pragmatic solutions, and strong client support that meet the needs of client and South State Bank.  Guides Private Bankers in prospecting of new relationships and expansion of existing relationships.  Provides credit assistance that supports Private Banking business development efforts. Responsible for coaching and developing staff, performance management, change management, employee relations and staffing. Fosters a collaborative network between Private Bankers and other lines of business within a specific geographic region.

ESSENTIAL FUNCTIONS

• Guides and develops the ongoing sales activities of a team of Private Bankers to achieve internal performance goals for revenue growth and overall sales (Loans & Deposits) growth.

• Develops sales strategies to achieve revenue growth goals.

• Collaborate with market leaders and COI’s to positively impact the development of sales leads.

• Manage full-service banking relationships with high-net-worth customers and oversee a portfolio of highly complex accounts.

• Consult with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.

• Analyze financial, tax and credit needs of customers, monitor customers changing needs and recommends strategies that utilize company products/services.

• Determine staffing requirements for Private Banking team. Oversight of selection, development, and management of staff; direct training and development of staff to maximize use of strengths and abilities. Provide feedback as needed, as well as formal written performance and salary reviews on at least an annual basis. Evaluates results and assists in developing programs for improvement.

• Represents the Bank, actively endorsing its products and services, making appropriate referrals as necessary and providing leadership in key community activities.

• Assist with managing transaction/operational risk by identifying trends, reviewing management reports, and working with Credit and Operations partners to maintain compliance and credit quality.

• Provide subject matter expertise to internal bank staff as required.

• Assist with other projects as required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications, Education, and Certification Requirements

• Education: Bachelor’s degree or equivalent experience

• Experience: 7-10 years banking experience; a minimum of 5 years related experience (Corporate, Mortgage, or Private Banking experience). FINRA Series 7, 63 or 66 licenses not required unless participating in securities and brokerage activities.

• Skills: Excellent written/oral communications skills; Strategic thinker, with excellent leadership skills and the ability to work tactically when necessary.  Collaborative approach to management. Excellent organization, sales, execution, and delivery skills.  Must be able to multi-task with frequent interruptions, be comfortable in a fast-paced, changing environment, and manage multiple projects to conclusion on time.  Thorough knowledge of state, federal, and regulatory guidelines. Proven success in problem analysis and resolution. Expertise with financial analysis. Strong attention to detail and accuracy. High level of expertise with MS Office suite. Ability to develop rapport easily with clients, peers, and partners. Ability to exercise independent judgment and decision making, initiative and tact in dealing with bank staff and customers.

• Knowledge: Knowledge of bank operating systems and Private Banking practices and products. Previous experience with analysis of Private Banking relationships, strategic sales planning and client issue resolution is required.

TRAINING REQUIREMENTS/CLASSES

Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS

Must be able to effectively access and interpret information on computer screens, documents, reports and identify customers. This position requires a large amount of time in front of a computer.  This can be done sitting or standing with use of the right desk. 

WORK ENVIRONMENT

This position is in a private office. 

Telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred.  Requirements are subject to change, as new systems and technology is delivered.

TRAVEL

Travel may be required to come to meetings as needed.

Equal Opportunity Employer, including disabled/veterans.