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Private Banking Officer

ServisFirst Bank | Cornelius, United States | Posted July 02, 2026

Position Overview

At ServisFirst, Our Name is Our Mission. 

DUTIES AND RESPONSIBILITIES

The Private Banking Officer is responsible for providing the highest level of comprehensive, personalized banking services to our clients and prospects that may represent significant and sensitive high net worth banking relationships. Private banking clients have unique banking needs and the Private Banking Officer coordinates service so that the client receives a personalized, seamless experience regardless of which bank product is in use.

The incumbent will: 

  • Evaluate needs of potential clients and offer appropriate financial products, services and loans
  • Promote and cross-sell other products and services as appropriate to client requirements
  • Respond to client phone calls, inquiries and requests regarding accounts within 24 hours
  • Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business
  • Condu...
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