CNB Bank, SVP Director of Private Client Solutions

Description

Open to All Divisions as corporate position, office location will be in BankOnBuffalo, Electric Tower

The Director of Private Client Solutions leads the development, execution, and management of wealth and banking solutions for Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) clients. This senior management role is responsible for driving the division's strategic vision, designing customized client solutions, and overseeing teams of Private Bankers and financial specialists to deliver exceptional client experiences, sustainable growth, and profitability.

Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.

KEY RESPONSIBILITIES

• Define and execute the Private Banking division's long-term strategic plan, aligning with broader organizational goals and driving revenue growth and profitability.
• Lead development and delivery of complex, customized financial solutions including wealth management, asset allocation, structured credit, and trust services.
• Cultivate and expand relationships with UHNW and HNW clients, serving as a trusted advisor and senior escalation point for complex client needs.
• Direct sales strategies, service delivery models, and market expansion initiatives to increase market share and deposit growth.
• Attract, develop, and lead high-performing teams of Private Bankers and financial specialists to achieve business and client objectives.

ATTITUDES

Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by:

• Demonstrating respect by fostering trust and maintaining professionalism in all interactions.
• Maintaining a strong client focus by understanding and anticipating client needs, delivering personalized, high-touch service.
• Embracing inclusion by encouraging collaboration across diverse teams and valuing different perspectives to enhance client solutions.

BEHAVIORS

Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by:

• Providing strategic leadership that drives organizational success and accountability.
• Acting with integrity in all client, team, and business decisions, ensuring ethical outcomes.
• Collaborating effectively with internal partners, including investment strategists, estate planners, and product specialists.
• Supporting community engagement and fostering relationships through professional networks and centers of influence (COIs).

COMPETENCIES

Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by:

• Demonstrating accountability for division performance, financial results, and client satisfaction.
• Leveraging innovation to design tailored financial solutions and improve service delivery models.
• Maintaining professionalism through expert knowledge of private banking, credit structuring, and Wealth management strategies.

SUPERVISORY RESPONSIBILITIES (if applicable)

Supervisor drives strategic success from encouraging transparency, maintaining a focus on shared organizational goals, and making time for professional development. Supervisors are expected to hold regular one-on-ones with direct reports to provide them with an invaluable chance to align goals, offer guidance, and foster growth within their teams.

• Leads and oversees Private Banking teams, including Private Bankers and financial specialists.
• Drives performance through coaching, mentoring, and regular development discussions.
• Recruits, develops, and retains top-tier talent to support strategic growth objectives.

SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES

Actively pursues ongoing education and industry knowledge, including advanced financial strategies, regulatory changes, and leadership development, to enhance expertise and drive organizational success.

Requirements

QUALIFICATIONS, EDUCATION, & EXPERIENCE

To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree in finance, business, or related field required; advanced degree preferred. Significant experience in private banking, wealth management, or financial services leadership. Proven success managing UHNW or HNQ client relationships and complex financial solutions. Demonstrated experience with strategic planning, P&L management, and team leadership. A background screening will be conducted.

• LANGUAGE SKILLS: Strong written and verbal communication skills with the ability to effectively present to high-value clients and internal stakeholders..
• TECHNOLOGY SKILLS: Proficient in financial systems and digital tools supporting wealth management and client service delivery.
• MATHEMATICAL SKILLS: Advanced financial acumen with the ability to analyze complex financial data, credit structures, and investment strategies.
• REASONING ABILITY: Ability to evaluate complex financial scenarios, assess risk, and develop customized solutions aligned with client and organizational goals.
• PHYSICAL DEMANDS AND WORK ENVIRONMENT: Professional office environment with frequent interaction with clients and internal partners. Occasional travel may be required.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.

BENEFITS

• Medical, Dental, Vision & Life Insurance
• 401K with company match
• Paid Time Off & Recognized Holidays
• Leave policies
• Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
• Employee Assistance Program
• Employee Health & Wellness Program
• Special Loan and Deposit Rates
• Gradifi Student Loan Paydown Plan
• Rewards & Recognition Programs and much more!

Eligibility requirements apply.

CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.

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