Park Bank - Madison ยท 8 hours ago
Assistant Vice President Private Banking
Madison, WI
Full-time
Onsite
Mid, Senior Level
5+ years expPark Bank is a community-focused institution seeking an Assistant Vice President of Private Banking to enhance relationships with high-value clients through exceptional service and personalized financial solutions. This role involves business development, client management, and collaboration with internal partners to deliver tailored banking solutions.
BankingFinancial Services
Hiring Manager
Katie James
Responsibilities
Engage with existing Private Banking households, as assigned, to grow the Private Banking portfolio and ensure retention. Conduct strategic Portfolio Reviews to identify current and future financial needs and effectively offer solutions directly or through business partner referrals
In support of assigned growth and production goals, develop an outbound contact strategy to ensure Park Bank is offering appropriate products and services to new and existing clients
Work with strategic partners to assist in the processing and delivery of banking products; and utilize this opportunity to acquire new Private Banking loan and deposit accounts
Perform daily responsibilities to include servicing clients, processing stop payments, wire transfers, placing check orders, processing special instructions on accounts and processing account maintenance requests
Achieve assigned referral goals to Private Banking Mortgage and Park Capital Management. Through outbound calling efforts and strategic partner referrals, successfully on board new Private Banking households
Through acquisition and retention activities, achieve assigned growth goals in Private Banking households and Loan/Deposit portfolio
Ensure compliance with all bank policies and procedures to include regulations, CIP, audit and security
Qualification
Required
Associate's Degree or post-secondary classes/degree. Equivalent experience also accepted
Minimum 5-7 years of experience in Private Banking or related; or equivalent combination of education and experience
Excellent communication and organizational skills
Basic lending and sales experience and depository banking knowledge
Proven sales success, networking abilities, and relationship building
Benefits
Robust Benefit Package Including Medical, Dental, Vision, etc.
Four Different Benefit Packages to Choose What Fits Your Needs Best
10 Paid Holidays (Including Your Birthday)
PTO That Increases Each Year of Service
Generous 401K Company Match
Wellness Reimbursement Program
Associate Resource Groups (ARGs)
Eligibility to participate in Bank-wide Bonus Program
And more!
Company
Park Bank - Madison
Park Bank is a banking firm that offers banking services in Park Street, Middleton and Verona.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ken Lammersfeld
Executive Vice President - Chief Operating Officer
Recent News
Milwaukee Business Journal
2025-03-06
Company data provided by crunchbase