Senior Private Client Relationship Manager

Build and grow a portfolio of high-net-worth clients by earning trust and delivering exceptional client experiences. Provide business depository, treasury management, and business lending solutions, advising clients on their overall balance sheet—including asset allocation, investment management, wealth planning, and credit needs—to generate new client acquisition and assets. Partner with internal specialists to deliver holistic, goals-based planning while strictly adhering to risk, control, and regulatory requirements.