Private Banking Director jobs in the United States

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Director of Private Banking
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • Start your career with Heritage Federal Credit Union!
    Join our team at Heritage Federal Credit Union as a Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.
    The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high-net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet the financial needs of members. Supports standards for managing net portfolio in a manner that ensures compliance with credit union regulations, policies and procedures, credit quality and credit policy requirements.

    What you’ll do:
    • Build and maintain business relationships with targeted high value and high net worth clients.
    • Serve as members’ primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides best in class.
    • Make member focused recommendations and provides high value product solutions.
    • Finalize, help structure, and close deals with a high rate of success.
    • Fully understand the members profile, financial status, and financial goals to ensure the product and service offerings are in the customer’s best interest.
    • Educate members directly or with internal staff about financial strategies, products and services that will meet or exceed their needs.
    • Prospect for clients by sourcing and building own pipeline of clients/opportunities.
    • Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
    What we’re looking for:
    • Bachelor’s degree, or equivalent work experience
    • Minimum of 3 years of successful sales/client service experience of higher net worth clients.
    • Previous sales experience with full-service financial institution helpful.
    • Excellent interviewing, communication, and public relations skills.
    • Strong networking and business development skills.
    • Strong analytical and financial skills.
    • Dependable, punctual, and able to retain confidential information.
    About Heritage Federal Credit Union
    Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
    EOE
  • 1 Month Ago

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Investment Banking Managing Director
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Our company fosters a workplace culture that encourages employees to work in an office setting. We have a preference for candidates who are interested in being part of our offices in Omaha, Chicago, D...
  • 1 Day Ago

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Data Management Intern
  • Santander Private Banking International
  • Miami, FL INTERN
  • Country: United States of AmericaThe intern will be part of BSI Data Management team to assist in the implementation of the Data Management program in partnership with Business (Data Owners) and IT. K...
  • Just Posted

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Corporate Banking Portfolio Management - Director - Power and Utilites
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • New York, NY FULL_TIME
  • SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, cr...
  • 15 Days Ago

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Marketing Director
  • Old Fort Banking Co
  • Tiffin, OH FULL_TIME
  • DescriptionJob Description:Paid vacation available at start 5 PTO Days Paid HolidaysMonday - Friday 8:00 am to 5:00 pm The Old Fort Banking Company is an employee-owned and operated financial institut...
  • 16 Days Ago

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Investment Banking Associate
  • High Country: Private Equity Search
  • Denver, CO FULL_TIME
  • SummaryA Denver based middle-market investment bank is looking to hire an experienced Investment Banker at the Associate level to join their small team.The firm prides itself on having a disciplined d...
  • Just Posted

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Private Wealth Advisor
  • GT Investment Management
  • Los Angeles, CA
  • Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management pl...
  • 5/19/2024 12:00:00 AM

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Auditor II- Corporate Functions
  • City National Bank
  • Los Angeles, CA
  • Overview: AUDITOR II WHAT IS THE OPPORTUNITY? The Senior Auditor (Auditor II) is responsible for assisting in the develo...
  • 5/19/2024 12:00:00 AM

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2025 Intrepid Investment Banking Summer Analyst
  • MUFG
  • Los Angeles, CA
  • Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated ind...
  • 5/19/2024 12:00:00 AM

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Director of Corporate Development and Senior Associate, Private Equity
  • CSC Generation
  • Los Angeles, CA
  • CSC Generation Holdings family of brands is an Altos Ventures backed technology company that is saving retail by acquiri...
  • 5/19/2024 12:00:00 AM

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Private Wealth Advisor Director
  • BMO Financial Group
  • Newport Beach, CA
  • Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client...
  • 5/18/2024 12:00:00 AM

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Managing Director, Loan Syndications – Project Finance
  • First Citizens Bank
  • Santa Monica, CA
  • Overview: Together, Silicon Valley Bank and First Citizens offer you the strength and stability of a diversified financi...
  • 5/17/2024 12:00:00 AM

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Manager, Finance
  • Fanatics, Inc.
  • Los Angeles, CA
  • Job Description Reporting to Director, Finance, the Manager will serve as a crucial member of the Finance team for Fanat...
  • 5/16/2024 12:00:00 AM

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Intrepid Investment Banking Managing Director - Healthcare
  • MUFG Bank, Ltd.
  • Los Angeles, CA
  • Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated ind...
  • 5/15/2024 12:00:00 AM

Income Estimation for Private Banking Director jobs
$215,187 to $338,185