Private Banking Director jobs in Maryland

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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Private Banker - Private Banking Mid-Atlantic
  • WesBanco
  • Waldorf, MD FULL_TIME
  • Summary

    In this position, you will be responsible for providing full-service banking to high-net-worth individuals.

    Customer Service Skills

    Willingness to provide a level of service which will clearly differentiate us from our competitors.

    Interpersonal Skills

    Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

    Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.

    Strong relationship management and business development skills.

    Excellent team player.

    Essential Duties And Responsibilities

    Meet the credit and depository needs of high-net-worth customers.

    Call on current customers and prospects to develop new business by promoting bank services and products.

    Cross-sell all other retail products as well as personal trust, investment management, investment products, financial and estate planning services.

    Represent the bank in civic, community, and industry function to network and develop additional business.

    Keep informed of current economic and market conditions and legislation that may affect customer relationships and department banking activities.

    Assist less experienced staff with complex accounts and relationships (mentoring).

    Other Requirements

    Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank’s policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

    Working knowledge of commercial lending, consumer lending and retail services as it relates to loan policies, documentation, underwriting, and regulatory guidelines.

    Working knowledge of account opening policies and procedures.

    Understanding of regulatory guidelines.

    Working knowledge of the loan application and loan approval process.

    Working knowledge of credit analysis and lending functions.

    Knowledge of financial ratios and business principles.

    Knowledge of financial planning.

    Familiarity with fiduciary principles and prudent investing concepts.

    Basic knowledge of income, estate and gift tax principles.

    Candidate with ties to the area or knowledge of the local market (preferred).

    Proficiency in Microsoft Office products including Word, Excel and Outlook.

    Requirements

    Minimum of 5 years of private banking, retail, consumer and/or commercial lending experience, with an emphasis on sales and business development, as well as trust, wealth management and/or brokerage experience.

    Bachelors’ Degree in Business, Finance or Accounting is preferred.

    Formal credit training is preferred.

    Series 7 and 66 license is a plus.
  • Just Posted

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Private Banker - Private Banking Mid-Atlantic
  • WesBanco Bank Inc.
  • Waldorf, MD FULL_TIME
  • Job Title - DepartmentPrivate Banker - Private Banking Mid-AtlanticLocationThis position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Considerati...
  • 2 Months Ago

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Digital Banking Services Representative
  • Calvin B Taylor Banking Co
  • Berlin, MD FULL_TIME
  • HERE, TAKING CARE OF CUSTOMERS IS ABOUT MUCH MORE THAN MONEY At Taylor Bank, everything we do is about serving our community and building strong customer relationships. WE ARE SEEKING: A detail-orient...
  • 7 Days Ago

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Director of Private Client Operations
  • LE007 Brown Advisory LLC
  • Baltimore, MD FULL_TIME
  • Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industr...
  • 25 Days Ago

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Early Commercial Director – Immunology
  • 10000136 - Director Marketing
  • Gaithersburg, MD FULL_TIME
  • We are seeking a strategic commercial professional to effectively partner with our early stage: Candidate Drug Investment Decision (CDID) – Phase 3 Investment Decision (Ph3 ID), product teams, market ...
  • 8 Days Ago

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Global Brand Director - Respiratory Biologics
  • 10000136 - Director Marketing
  • Gaithersburg, MD FULL_TIME
  • Are you ready to shape the commercial strategy of a key respiratory biologic product and help improve the lives of patients on a global scale? Join us at AstraZeneca and be part of orchestrating netwo...
  • 3 Days Ago

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Multi-Modality Technologist
  • St. David's Georgetown Hospital
  • Georgetown, TX
  • Description Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring ...
  • 6/12/2024 12:00:00 AM

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Director of Capital Management & Rating Agencies
  • Genworth
  • Raleigh, NC
  • At Enact Mortgage Insurance (Nasdaq: ACT), we understand that there’s no place like home. That’s why we bring our deep e...
  • 6/12/2024 12:00:00 AM

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Director, Data & Analytics (AWS)
  • RSM Delivery Center Private Limited (India)
  • Hyderabad, Telangana
  • We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
  • 6/12/2024 12:00:00 AM

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RN Registered Nurse - Surgical, Oncology, General Medicine, Hospice
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $9,000 New Increased Pay Rates Department: Surgical, Oncology, General Medicine, Hospice Schedule...
  • 6/11/2024 12:00:00 AM

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RN Registered Nurse -Surgical, Oncology, General Medicine, Hospice
  • Ascension
  • Grand Blanc, MI
  • Details New Increased Pay Rates Department: Surgical, Oncology, General Medicine, Hospice Schedule: Part Time Nights 7 P...
  • 6/11/2024 12:00:00 AM

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RN Registered Nurse - Surgical, Oncology, General Medicine, Hospice
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on Bonus: $20,000 New Increased Pay Rates Department: Surgical, Oncology, General Medicine, Hospice Schedul...
  • 6/11/2024 12:00:00 AM

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RN Registered Nurse - Surgical, Oncology, General Medicine, Hospice
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $20,000 New Increased Pay Rates Department: Surgical, Oncology, General Medicine, Hospice Schedul...
  • 6/11/2024 12:00:00 AM

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RN Registered Nurse - Medical Nursing Pulmonary Unit
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $20,000 New Increased Pay Rates Department: Medical Nursing Pulmonary Unit Schedule: Full Time Ni...
  • 6/11/2024 12:00:00 AM

Maryland (US: /ˈmɛrələnd/ (listen) MERR-əl-ənd) is a state in the Mid-Atlantic region of the United States, bordering Virginia, West Virginia, and the District of Columbia to its south and west; Pennsylvania to its north; and Delaware to its east. The state's largest city is Baltimore, and its capital is Annapolis. Among its occasional nicknames are Old Line State, the Free State, and the Chesapeake Bay State. It is named after the English queen Henrietta Maria, known in England as Queen Mary. Sixteen of Maryland's twenty-three counties border the tidal waters of the Chesapeake Bay estuary and...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$222,346 to $349,440

Private Banking Director in Colorado Springs, CO
Private banking forms a more exclusive (for the especially affluent) subset of wealth management.
January 05, 2020
Private Banking Director in Saint Cloud, MN
At least until recently, it largely consisted of banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.
January 14, 2020
Private Banking Director in Chillicothe, OH
Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments.
December 02, 2019