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Cadence Bank · 8 hours ago

Director Private Bank

Houston, TX

Full-time

Onsite

Mid, Senior Level

5+ years exp

Cadence Bank is a financial institution with a focus on providing comprehensive banking services. The Private Banker role involves managing client relationships, developing new client strategies, and ensuring client needs are met while maintaining portfolio profitability.

Banking

Responsibilities

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

Qualification

Commercial banking experienceBusiness developmentCredit trainingFinancial analysisRelationship managementSales orientationBanking regulationsCommunication skillsOrganizational skills

Required

Bachelor's degree in Finance, Accounting, related field, or equivalent work experience

Formal credit training

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

Excellent relationship and communication skills

Self-directed and sales oriented

Highly organized and possesses the ability to manage and prioritize workflow

Company

Cadence Bank

Cadence Bank (NYSE: CADE) is a leading regional banking franchise with more than $50 billion in assets and over 350 branch locations across the South and Texas.

Founded in 1876

Tupelo, MS, US

5001-10000 employees