Director, Private Banking

Crossfirst Bank - Oklahoma City, OK

Full-time - Senior

Oklahoma City, OK

Credit Intermediation and Related Activities

About the position

The Director, Private Banking is responsible for leading the Oklahoma City Private Banking team, focusing on client acquisition and relationship management. This role involves developing a strong client base through proactive business development, managing the loan portfolio, and ensuring sound underwriting practices. The Director will also foster a high-performing team environment, drive profitability, and maintain strong relationships with clients and internal partners.

Responsibilities

• Model corporate values of Character, Competence, Commitment and Connection.
• Lead a high performing team; attract, recruit and retain team members.
• Supervise, motivate and coach team members as well as develop them in all areas of job responsibilities.
• Prepare and manage budget while controlling expenses effectively.
• Provide strategic direction of the Oklahoma City Private Banking team to successfully execute individual and team goals.
• Foster a successful and results-oriented environment that safeguards accountability.
• Mentor and lead a high performing team utilizing Strengths Based Leadership objectives.
• Manage the budgeted revenue goals for the Oklahoma City team while controlling expenses effectively.
• Clearly communicate performance expectations to team members and address any deficiencies in a timely manner.
• Develop and maintain positive relationships with all business units.
• Support the Bank's strong Private Banking culture through ongoing client contact, providing extraordinary service and superior product knowledge.
• Develop Private Banking deposit and loan relationships with new and existing clients; refer clients to internal business partners as applicable.
• Meet or exceed all personal goals and targets related to the acquisition of new clients and retention of current clients.
• Maximize Bank profitability through appropriate pricing of loans, generating fee income and cross-selling of all Bank products and services.
• Attract, recruit, train and retain a high performing team while demonstrating a Servant-Leader mindset.
• Drive continual process improvement to streamline business processes, increase efficiencies and remove redundancies.
• Prioritize work flow and projects for self and team consistent with the Bank's strategic and business plans.
• Prepare management reports as requested.
• Analyze, synthesize and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
• Interact with internal and external clients while providing extraordinary service.
• Develop and maintain trusted, positive relationships with employees, clients and vendors.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
• Represent the Bank and Private Banking team in a highly professional manner.
• Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
• Reliable and predictable on-site attendance.

Requirements

• Advanced knowledge of Private Banking loan and deposit products and services.
• Demonstrated management, leadership, recruiting, coaching and mentoring skills to effectively develop, challenge and motivate team members.
• Proven performer as a Private Banker in a high performing commercial bank environment is required; familiarity with the metro market and region is preferred.
• Strong financial analysis and credit underwriting skills.
• Experience in consumer and commercial lending including but not limited to: HELOC, Mortgages, Personal Lines of Credit, Auto Loans, etc.
• Demonstrated ability to excel in high-pressure situations.
• Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.
• NMLS designation highly preferred.
• Demonstrated ability to analyze and understand personal financial statements and tax returns.
• Bachelor's degree with exposure to Accounting or Finance courses is preferred or equivalent work experience.
• Advanced degree or bank specific continuing education preferred.