VP Premier Banking Relationship Manager

Job Summary

The VP, Premier Banking Relationship Manager is responsible for developing, managing, and expanding relationships with affluent and high-net-worth clients by delivering comprehensive, customized banking, lending, and wealth solutions. This role serves as a trusted financial advisor, providing strategic financial planning and high-touch service to drive deposit growth, deepen client relationships, and position the institution as a primary financial partner for premier clients. The position requires a consultative professional with strong business development capabilities, community presence, and a commitment to exceptional client experience.

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Essential Duties & Responsibilities:

Develop and manage a portfolio of affluent and high-net-worth clients, delivering tailored banking, credit, and wealth solutions.
Proactively identify and pursue new client acquisition opportunities through networking, referrals, and professional relationships.
Conduct comprehensive financial reviews to understand client objectives and recommend appropriate deposit, lending, and investment strategies.
Serve as a trusted advisor by providing guidance on wealth planning, credit structuring, and financial solutions.
Build and maintain a strong referral network with attorneys, CPAs, estate planners, and other centers of influence.
Partner with internal teams, including branch leadership and lending partners, to identify cross-sell and relationship expansion opportunities.
Perform ongoing relationship reviews to ensure client satisfaction, retention, and portfolio growth.
Deliver a consistent, high-quality client experience aligned with service standards and brand expectations.
Represent the organization through active participation in networking events and professional organizations.
Ensure all client activities and transactions comply with regulatory requirements, internal policies, and risk standards.
Maintain accurate documentation of client interactions, referrals, and business development activity.
Stay informed on market trends, economic conditions, and financial strategies impacting client portfolios.
Perform additional duties and special projects as assigned.

Minimum Requirements:

Bachelor’s degree or equivalent combination of education and experience required
Minimum of three (3) years of banking experience and three (3) years of customer service experience
Strong knowledge of retail banking, credit solutions, investment offerings, and cash management services
Proven experience in relationship management, private banking, wealth management, or financial advisory roles
Demonstrated success in business development, networking, and referral generation
Exceptional interpersonal, verbal, and written communication skills
Ability to explain complex financial concepts clearly and confidently
Strong organizational, analytical, and time management skills
Professional presence with the ability to manage high-touch client relationships
Ability to collaborate effectively across teams
Master’s degree, wealth management certification, or financial planning designation preferred
Five (5)+ years of banking and customer service experience preferred

VP Premier Banking Relationship Manager

Job Summary

Essential Duties & Responsibilities:

Minimum Requirements:

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