VP, Private Banker

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Job description

Job Title: VP, Private Banker

Location: Santa Rosa, California 95401 - 100% onsite

Duration: Full Time / Direct Hire / Perm

Pay: $75,000 - $125,000 Depending on experience 750

Number of Positions: 1

JOB OVERVIEW

The Private Banker is responsible for managing relationships with high-net-worth clients, providing exceptional service, and fostering deep connections.

Responsibilities include:

• Managing a portfolio of clients with personalized attention and financial solutions.
• Growing the client base while maintaining strong relationships through strategic communication.
• Ensuring compliance with all bank policies, procedures, and applicable regulations.

Client Relationship Management:

• Serve as the primary point of contact for assigned private banking clients.
• Introduce yourself to new clients and ensure they feel welcomed.
• Address client needs, concerns, and inquiries promptly.

Client Interaction Cadence:

• Maintain annual contact with all clients in your portfolio.
• Engage actively with at least 25% of your clients on a quarterly basis to discuss financial needs, performance, and concerns.
• Provide extra attention to the top 10% of clients, organizing personal touchpoints (lunches, dinners, golf outings) with senior executives as appropriate.

Client Growth & Retention:

• Identify and nurture opportunities to deepen client relationships, increase balances, and expand services utilized.
• Proactively monitor and address situations where client balances may drop, implementing strategies to retain business.
• Generate business results through acquisition of new assets from both existing and new clients.

Reporting & Collaboration:

• Collaborate closely with the SVP Head of Branch Banking to align with overall bank strategy and meet branch goals.
• Provide regular updates on client interactions, growth opportunities, and retention efforts.
• Complete a minimum of 10 hours of CRA volunteer hours per year (compensable time with mileage reimbursement).
• Perform other duties as assigned.

Supervisory Responsibilities:

• This position currently has no supervisory responsibilities.

Qualifications:

• 6+ years of experience in private banking or financial services.
• Bachelor's degree or equivalent work experience.
• Proven experience in managing high-net-worth client relationships.
• Strong communication and interpersonal skills.
• Ability to build and maintain relationships with clients across varying wealth levels.
• Detail-oriented with the capability to manage a large client portfolio effectively.
• Experience in hosting client engagement activities (lunches, dinners, golf outings, executive meetings) is a plus

Dexian / Digital Intelligence Systems, LLC (DISYS)is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

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