Job Description

About the Company:

With over $7.6 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their families in Kansas City, Wichita, Oklahoma City, Tulsa, Dallas, Frisco, Fort Worth, Denver, Colorado Springs, Phoenix and Clayton, NM. Founded in 2007, CrossFirst has consistently been recognized as one of the fastest-growing and best performing banks in the country while achieving and maintaining excellent asset quality and a reputation for business excellence.

Our commitment to our team members is as important as our commitment to our clients and community. It starts with serving people in extraordinary ways. We offer our employees a highly collaborative culture, exceptional career opportunities, outstanding compensation and benefits, and a commitment to our team members professional development and personal growth.

Overview:

The Director, Private Banking effectively develops, manages and leads the Oklahoma City Private Banking team, in addition to building a client base through prospecting, community involvement and proactive business development activities. Increases the Private Banking loan portfolio through sound underwriting practices, generation of loan fee income and assisting in increasing core deposits for the Bank. Develops and expands relationships for long term business partnering with clients while referring prospective business and individual clients to internal business partners.

Responsibilities:

• Model our 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 in order 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.
• Supervise, motivate and coach team members as well as develop them in all areas of job responsibilities.
• 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 on-going 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, while addressing client’s personal and business needs.
• 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.

Qualifications:

• 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.

CrossFirst Bank is proud to be an Equal Opportunity Employer.

CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsolicited and the property of CrossFirst Bank. We respectfully request no phone calls or emails.

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