SouthState Bank · 3 days ago
Premier Private Banking Team Lead
Huntsville, AL
Full-time
Onsite
Senior Level
7+ years expSouthState Bank is a trusted financial partner known for combining personal relationships with forward-thinking solutions. The Premier Private Banking Team Lead is responsible for managing a Private Banking sales team, overseeing complex accounts, and guiding team members in developing banking relationships with high-net-worth customers. This role involves coaching staff, developing sales strategies, and ensuring compliance with banking regulations.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
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
Qualification
Required
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
Required annual compliance training, New Employee Orientation
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
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