Private Banking Director jobs in Pennsylvania
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)
Recently Added Private Banking Director jobs
Senior Private Banking Relationship Manager
- WSFS Bank
-
Berwyn, PA
FULL_TIME
-
Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit and wealth management services. The Relationship Manager will attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis and deposit products.
Job Responsibilities:- Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage services.
- Call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits.
- Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.
- Keep abreast of regulatory, economic, and financial market trends.
- Actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning.
- A Bachelor’s Degree is required, preferably in a Finance related field. CFP, CTFA, MBA, JD or similar designation preferred.
- Must have a minimum of 10 years of lending, Private Banking, or wealth management experience.
- Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products.
- Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
- Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have an excellent problem solving ability.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. - 10 Days Ago
Banking Regulatory Compliance Director
- Wolfe
-
Pittsburgh, PA
FULL_TIME
- About Us:The Wolfe Companies, LLC, a leader in the Gift Card and FinTech sectors, is known for its prominent brands such as PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind. Our ...
- 2 Days Ago
Managing Director, Community Banking
- Firstrust Bank
-
Conshohocken, PA
OTHER
- Objective The Managing Director of Community Banking will provide overall leadership and strategic direction for Retail Distribution Channels such as the development and execution of initiatives relat...
- 29 Days Ago
Future Opening: Attorney at Law - LAWYER
- Private
-
Philadelphia, PA
FULL_TIME
- Litigation Attorney needed for large law firm in the Philadelphia area.Are you bringing in $500-600k or more a year and NOT GETTING YOUR FAIR SHARE?Would you like to be a partner and earning 50% of yo...
- 9 Days Ago
Optometrist - Full-Time - Private Practice - Sewickley, PA
- Private practice
-
Sewickley, PA
FULL_TIME
- Optometrist - Full-Time - Private Practice - Sewickley, PAAbout the CompanyWe pride ourselves on providing the highest quality care and personalized service and attention. The core purpose that unifie...
- 23 Days Ago
Director, Private Equity and Hedge Fund Accounting
- SEI1GLOBAL
-
Oaks, PA
FULL_TIME
- SEI delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, we work with corporatio...
- 1 Month Ago
Private Banking Director jobs at Popular Companies
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
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
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
Director of Marketing Operations
- A. Fantis School
-
New York, NY
- About Fantis: For over half a century, Fantis has stood as a cornerstone of academic, social, and spiritual growth. Loca...
- 6/11/2024 12:00:00 AM
Sponsor Coverage Associate
- CBIZ Private Equity Advisory
-
New York, NY
- About the Role This role reports to the Managing Director and head of our Sponsor Coverage Team and is critical to expan...
- 6/11/2024 12:00:00 AM
Executive Director
- MHCAN
-
Santa Cruz, CA
- JOB DESCRIPTION- STILL OPEN Position Title: Peer Run Drop In Executive Director Reports to: MHCAN Board of Directors If ...
- 6/11/2024 12:00:00 AM
Investor Relations Associate
- Career Climbers
-
Newport Beach, CA
- Associate, Investor Relations - Commercial Real Estate - Newport Beach, CA A leading industrial real estate firm focusin...
- 6/11/2024 12:00:00 AM
Principal/Director of Fund Operations
- Clocktower Group
-
Santa Monica, CA
- Clocktower Group is an alternative asset management and advisory firm based in Santa Monica, California, with teams in L...
- 6/11/2024 12:00:00 AM
About Pennsylvania
Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east.
Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$215,229 to $338,256
Most Popular Cities in Pennsylvania for Private Banking Director Jobs
What does a Private Banking Director do?
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