Private Banking Team Lead

Tri Counties Bank · Walnut Creek, California, United States

Location
Walnut Creek
Job Type
Full Time
Posted
July 02, 2026

Job Description

POSITION SUMMARY

Responsible for providing exceptional client service to our internal and external clients in coordination with Branch Banking, Commercial Lending and Treasury. The overall objective is to effectively execute all sales, service, and referral routines to attain, deepen and grow client relationships. Will be the “face” of our organization to our clients and associates and will be responsible for that first impression. A Service with Solutions-oriented approach is essential, with a focus on delivering a best in class client experience. This role will coordinate activities and behaviors to help our teams, clients, communities, and shareholders succeed. Ensures key stakeholders are delivering WISE Service with Solutions consistently.


MAJOR RESPONSIBILITIES

  • Serve as a single point of contact for onboarding, maintaining, strengthening, and retaining the Bank’s valued business clients while connecting appropriate partners as necessary.
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