ABOUT CENTRAL BANK
Central Bank is a relationship-driven institution that pairs the responsiveness of a community bank with the depth of a full wealth, trust, and private banking platform. We compete on what the national players struggle to deliver in Southwest Florida: local decision-making, direct access to senior bankers, and continuity of relationship over time. For affluent clients and the business owners and professionals who advise them, that combination is the difference between being a client and being a number.
We are building our presence in the Naples and Bonita Springs market, one of the most competitive and rewarding wealth markets in the country, and we are looking for a leader to anchor it.
THE OPPORTUNITY
The Private Banker & Market Leader is a player-coach role: you will personally build and manage a portfolio of high-net-worth client relationships while leading the growth, performance, and reputation of Central Bank in the Naples market. This is a rare combination of personal production, local leadership autonomy, and access to a full fiduciary wealth and trust platform — without the layers of approval and handoffs that frustrate top producers at larger institutions.
The right person is a credible advisor in their own right, a respected presence among Naples-area centers of influence, and a leader others want to follow. You will own the market, shape the team, and have the platform and decision-making latitude to deliver for clients.
ESSENTIAL DUTIES AND ACCOUNTABILITIES
Client Relationship Management & Personal Production
- Develop, manage, and grow a personal portfolio of high-net-worth client relationships through proactive outreach, referrals, and tailored financial solutions.
- Serve as the lead trusted advisor across clients' banking, credit, deposit, and wealth needs, coordinating specialists to deliver an integrated solution.
- Structure and manage private banking credit, deposit, and treasury relationships, growing both sides of the balance sheet.
- Identify and act on opportunities to deepen relationships and connect clients to the bank's wealth management, trust, and investment capabilities.
Market Leadership & Team Development
- Serve as the senior Central Bank presence in the Naples market, setting the tone for growth, service, and professionalism.
- Align local team members around shared growth objectives, disciplined business development, and service excellence.
- Coach, mentor, and influence bankers and partners to strengthen sales effectiveness and relationship management — leading through credibility and example, not title alone.
- Contribute to market strategy, talent development, and the bank's competitive positioning in Southwest Florida.
Partnership, Centers of Influence & Community Engagement
- Build and maintain relationships with attorneys, CPAs, family offices, and business leaders who serve and refer high-net-worth clients.
- Partner closely with lending, treasury management, wealth management, and trust colleagues to deliver comprehensive, seamless client solutions.
- Represent Central Bank visibly in community and professional organizations across the Naples and Bonita Springs market.
Risk, Compliance & Service Quality
- Maintain a high standard of responsiveness and service quality to drive client retention and satisfaction.
- Ensure all activity complies with applicable banking regulations, including Bank Secrecy Act / AML requirements and information security standards.
WHAT SUCCESS LOOKS LIKE
Within the first 12 to 18 months, the Market Leader will have established a growing book of high-net-worth relationships, measurable deposit and loan growth in the market, an active and reciprocal network of centers of influence, strong client retention, and a local team operating with a clear, shared sense of direction.
CORE QUALIFICATIONS
- Proven success in private banking, commercial banking, or wealth management relationship development, ideally serving high-net-worth clients.
- Strong business development skills, with an established network in the Naples / Southwest Florida market or a demonstrated ability to build one quickly.
- Leadership presence and the ability to influence, coordinate, and develop teams, including without direct authority in all cases.
- Comprehensive knowledge of banking products, lending, and private banking relationship strategies, with working fluency in wealth, trust, and investment concepts.
- Excellent communication, interpersonal, and client advisory skills, with the polish to operate among sophisticated clients and their advisors.
- Strategic mindset paired with the discipline to execute and produce results.
Requirements:
EDUCATION AND EXPERIENCE
- Bachelor's degree in Finance, Business, or a related field preferred.
- Minimum of 7 years in banking, private banking, or relationship management; 10+ years preferred given the leadership scope of this role.
- CFP preferred; CTFA, CPWA, or comparable designations a plus.
SUPERVISORY RESPONSIBILITIES
This position provides market leadership and may have direct or indirect oversight of local team members. The scope of direct supervisory responsibility may vary based on market structure and stage of growth.
POSITION REQUIREMENTS
- Ability to travel within the Naples and Bonita Springs market.
- Active participation in community and professional organizations.
ADDITIONAL REQUIREMENTS
Regular and reliable attendance and punctuality are required. Must be able to perform the essential functions of this position with or without reasonable accommodation.
