Private Banking Manager jobs in Idaho

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Commercial Banking Relationship Manager
  • Northwest Bank
  • Coeur d'Alene, ID FULL_TIME
  • Summary

    Northwest Bank serves the business and professional communities of Idaho, Oregon, Utah and Washington. We were founded in 2008 on the idea that experience and exceptional service matter and should be expected, and that banks should be strong partners with their customers in finding creative financial solutions that work.

    To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and lead the whole team to deliver successful financial solutions.

    About this Position:

    The Relationship Manager (RM) leads the development and maintenance of a loan portfolio, leveraging deep banking experience to ensure customer satisfaction. They are a master at identifying customer needs, analyzing financial data, and creating original financial solutions meeting the client’s goals. They create new business by developing trusted customer relationships which nurture referrals, and engaging persistently in business development. They are a team leader, working across internal organizations to help others perform their role effectively and to the client’s benefit.

    Are you right for this position? Being a great Relationship Manager means providing the Bank’s customers with timely, responsive and exceptional service in accordance with the Bank’s mission, vision, core values and customer service standards.

    Do you have the experience and know-how to creatively develop and expand customer relationships?

    • Take the time to understand the client’s business, industry and leadership
    • Clearly identify financial outcomes that enhance the client’s success
    • Develop financial solutions that are creative, sound and effective
    • Ensure every deal is executed with high quality, quickly and fairly:
      • Interview potential clients and accept credit applications
      • Review applications and credit histories
      • Review and analyze credit reports and financial information
      • Evaluate existing and projected company cash flow
      • Determine value of collateral; review independent appraisal reports
      • Approve or reject credit applications within bank standards
      • Prepare detailed loan presentations on new credit applications
      • Monitor loan documentation and processing
    Can you effectively manage portfolios, deliver exceptional service and anticipate our client’s needs?

    • Frequently engage with customers, persistently assess client needs and offer solutions
    • Identify potential gaps in service and products, and communicate internally to identify opportunities for growth as well as competitive differentiation
    • Transparently communicate with bank management about overall portfolio health, opportunity for growth, retention risks
    • Follow through on agreements by monitoring loans through periodic reviews and documentation
    • Review maturing loans, loan extensions and construction draws
    • Resolve customer payment issues
    • Properly maintain credit files including file memos updating the status of the client relationship

    As an important part of the customer service team, do you have the confidence to:

    • Work proactively and independently to develop new sources of businesses
    • Leverage market insight to target and engage potential customers
    • Respond to inquiries regarding business and consumer credit and deposit products
    • Effectively represent Northwest Bank products and solutions

    Minimum Qualifications

    • Relevant undergraduate degree or equivalent experience
    • Minimum 5 years of experience in commercial lending
    • Proven business development skills
    • Thorough knowledge of credit services and other banking services
    • Thorough knowledge of lending policies and procedures
    • Thorough knowledge of business cash flow
    • Computer skills including Windows-based software, word processing and spreadsheet applications, internet usage, electronic mail, and bank software
    • Effective oral and written communication skills

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  • 2 Days Ago

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Business Banking Relationship Manager
  • U.S. Bank
  • Twin Falls, ID FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 9 Days Ago

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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Twin Falls, ID FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 23 Days Ago

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Program Manager 43991
  • Cephas Consultancy Services Private Limited
  • Boise, ID FULL_TIME
  • Program ManagerAs a Program Manager of highly technical engineers, you will be responsible for working with the technical team to develop plans and coordinate executing the plans to achieve innovative...
  • 2 Days Ago

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Community Banking Relationship Manager-Caldwell
  • Zions Bank
  • Caldwell, ID FULL_TIME
  • Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking,...
  • Just Posted

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Community Banking Relationship Manager-Caldwell
  • Zions First National Bank
  • Caldwell, ID FULL_TIME
  • Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we build upon our 150-year legacy and usher in the next generation of banking,...
  • 27 Days Ago

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Financial Planning - Consulting
  • Kaufman Hall
  • Chicago, IL
  • Financial Planning The Organization We help society’s foundational institutions—healthcare and higher education—to achie...
  • 6/2/2024 12:00:00 AM

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Investment Associate - Corporate Private Credit
  • Arena Investors, LP
  • New York, NY
  • Our company is a leading investment firm that creates risk-adjusted returns for its investors across a wide variety of f...
  • 6/2/2024 12:00:00 AM

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Senior Treasury Analyst
  • H.I.G. Capital
  • Miami, FL
  • Firm Overview: H.I.G. Capital is a leading global private equity investment firm with $62 billion of assets under manage...
  • 6/2/2024 12:00:00 AM

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Civil Engineer
  • Sunrise Engineering, Inc.
  • Logan, UT
  • Who is Sunrise Engineering? Sunrise Engineering, a regional leader in professional engineering and consulting services, ...
  • 6/2/2024 12:00:00 AM

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Capital Markets Advisor
  • Sands Investment Group
  • Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking hig...
  • 6/2/2024 12:00:00 AM

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Financial Planner-Paraplanner
  • HFM Wealth Management
  • Great career opportunity with well-established, independent, single-office, fee-only, 10-person registered investment ad...
  • 6/2/2024 12:00:00 AM

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Complex Commercial Litigation Attorney
  • We Are Legal Revolution
  • Dallas, TX
  • 🤝Complex Commercial Litigation Attorney | The firm Earns Elevated Best Law Firms Ranking in 2024 Edition | 200K + base ...
  • 6/2/2024 12:00:00 AM

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SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 5/31/2024 12:00:00 AM

Idaho (/ˈaɪdəhoʊ/ (listen)) is a state in the northwestern region of the United States. It borders the state of Montana to the east and northeast, Wyoming to the east, Nevada and Utah to the south, and Washington and Oregon to the west. To the north, it shares a small portion of the Canadian border with the province of British Columbia. With a population of approximately 1.7 million and an area of 83,569 square miles (216,440 km2), Idaho is the 14th largest, the 12th least populous and the 7th least densely populated of the 50 U.S. states. The state's capital and largest city is Boise. Idaho p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$167,657 to $238,742

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