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AVP Private Banking

THE PARK BANK - Madison, WI

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Job Description

JOB REQUIREMENTS: Description Park Bank is hiring our next AssistantVice President of Private Banking, and we want to talk with you Thisrole is a key part of our Private Banking team, helping the organizationgrow and retain relationships with high-value clients while deliveringexceptional service and personalized financial solutions. Reporting tothe SVP, Private Banking, you'll work alongside a strong team ofprofessionals to develop deep and meaningful relationships in thecommunity. You are polished, professional, and thrive in high-pressuresituations where client satisfaction is key. As our next AVP PrivateBanking, you are a proactive relationship builder with a strongbackground in banking, lending, and client service. You'll engage inbusiness development activities to onboard new Private Bankinghouseholds, while also managing and expanding existing clientrelationships through strategic portfolio reviews, product referrals,and personalized service. You're a strategic thinker who enjoyscollaborating with internal partners to deliver tailored solutions, andyou're passionate about helping clients reach their financial goals.You see a long-term career in Private Banking and are excited to growwithin the department. If you're ready to take your career to the nextlevel at a community-focused institution, we'd love to hear from youEssential Functions & Duties: Engage with existing Private Bankinghouseholds, as assigned, to grow the Private Banking portfolio andensure retention. Conduct strategic Portfolio Reviews to identifycurrent and future financial needs and effectively offer solutionsdirectly or through business partner referrals. In support of assignedgrowth and production goals, develop an outbound contact strategy toensure Park Bank is offering appropriate products and services to newand existing clients. Work with strategic partners to assist in theprocessing and delivery of banking products; and utilize thisopportunity to acquire new Private Banking loan and deposit accounts.Perform daily responsibilities to include servicing clients, processingstop payments, wire transfers, placing check orders, processing specialinstructions on accounts and processing account maintenance requests.Achieve assigned referral goals to Private Banking Mortgage and ParkCapital Management. Through outbound calling efforts and strategicpartner referrals, successfully on board new Private Banking households.Through acquisition and retention activities, achieve assigned growthgoals in Private Banking households and Loan/Deposit portfolio. Ensurecompliance with all bank policies and procedures to include regulations,CIP, audit and security. Requirements Required... For full info followapplication link. Park Bank is an equal opportunity employer. Allqualified applicants will receive consideration for employment withoutregard to race, color, religion, sex, national origin, disability statusand protected veteran status. APPLICATION INSTRUCTIONS: ApplyOnline: ipc.us/t/880F2E6BE77E4CE7

Created: 2025-09-18

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