Senior Private Banking Associate at Sunflower Bank NA

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

0.0

Posted On

21 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Experience, System Entry, Client Service, Cross-Selling, Relationship Management, Communication, Interpersonal Skills, Organizational Skills, Compliance, Policy Adherence, Multi-tasking, Accuracy, Collaboration, Adaptability

Industry

Banking

Description

Description At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Senior Private Banking Associate in Dallas, TX! The Senior Private Banking Associate provides support to Private Bankers across multiple regions with tasks related to client experience and system entry. Senior Private Banking Associates interact with clients directly to provide service including identification of opportunities to service clients with additional products and services. This position is collaborative in nature assisting other Sunflower divisions with their client’s banking needs. Senior Private Banking Associates frequently introduce clients (refer) clients to other Sunflower divisions when appropriate. Work with the Private Bankers, WMAs, and other specialists across multiple assigned regions to ensure the optimal private banking client experience. Provide best in class “relationship” based client experience. Consistent communication with assigned Private Bankers providing updates as to work load and client interactions including client problems and/or opportunities to grow relationship. Outstanding knowledge of and compliant operation related to Sunflower policy Act as a primary point of contact for the administrative needs of our Private Banking clients. Identify opportunities and cross-sell basic banking products and services to assigned clients. Deliver high-level service while maintaining bank integrity, and abiding by both bank and industry regulations. Ability to Multi-task maintaining accurate and timely completion of tasks. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Education/Experience Preferred: Associate Degree or Bachelor’s Degree preferred. Minimum of 5 years’ successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry. Must possess experience operating in an environment that stresses both individual accountability and team-based performance. Demonstrate ability to operate with strict adherence to policy and procedural guidelines. Ability to complete tasks on time while maintaining a high degree of accuracy. Ability to collaborate with other internal partners to enhance the client experience. Strong interpersonal, organizational, written, and oral communication skills. Adapt quickly in dealing with an ever-changing banking environment. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: · Rooted in Strength · Propelled by Growth · Individuals in a Great Whole · Creating Possibility · Community Focused Associates enjoy outstanding benefits, including: · 401(k) Plan with 6% Match · Health/Dental/Vision Insurance · Company-paid Life Insurance · Tuition Reimbursement · Fitness Reimbursement · Paid Time Off · Volunteer Leave · Paid Holidays · Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy.

Responsibilities

This role supports Private Bankers across multiple regions by handling client experience tasks and system entries, while also serving as a primary point of contact for administrative client needs. The associate must identify opportunities to cross-sell banking products and services and collaborate with other divisions to ensure an optimal private banking client experience.