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Private Banking Manager jobs in Ohio

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)

Recently Added Private Banking Manager jobs

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Private Banking Officer
  • bankatfirst
  • Kettering, OH FULL_TIME
  • We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. Acts as the central relationship lead for a select group of clients that have minimum investable assets of $1 million dollars. Manages the client’s complete banking relationship across the company. Functions as the client’s personal advocate to internal partners, adding value through the ability to identify client needs, analyze customer information, define goals and build plans and make client recommendations. Serves as the main point of contact for personal banking and credit advice, as well as providing effective wealth management financial solutions. Owns delivering an integrated suite of solutions designed to address financial needs of existing relationships, as well as being actively involved in new client acquisitions and new business development. Acquires new clients by following the sales process and by actively soliciting referrals and developing other internal and external sources. Success will be measured by one’s ability to meet revenue goals and deliver ongoing client satisfaction and retention targets. Essential Functions/Responsibilities Possesses solid product knowledge and good sales and relationship management skills. Typical Client Revenue* is between $2 and $3 million. * *The revenue would be the overall book of business and not any one single client. Develops and strengthens client relationships within the client segment described above. Seeks new business opportunities for all lines of business throughout the bank. Grows revenues in accordance with agreed upon goals. Maintains high levels of client service by executing a client request/solution within a specific turnaround time. Client feedback scores will be used to help measure the level of client service. Participates in ongoing internal and client facing routines such as but not limited to annual tiered client contact requirements, to include compliance and regulatory activities. Effectively interface with internal partners, such as but not limited to Credit, Deposits, Mortgage, Investments, Brokerage, and Small Business Banking to deliver needs based solutions. Supports our data based marketing approach and integrated sales process. Executes within appropriate risk and compliance guidelines Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job Strong written and oral communication skills are required. Solid knowledge in banking services, to include credit is required. Solid knowledge of wealth management products and services is required. Business and technical skills are necessary; to include needs assessment, planning and analysis skills is required. Proven ability to manage and deliver results in a moderate to complex environment is required. Typically has at least 6 years of client facing sales and relationship management experience with demonstrated ability to grow revenue and deliver satisfied clients. Typically has at least 6 years of banking and related financial services experience. Proven compliance record at previous roles is required. FFB experience is preferred, but not required. High School Diploma required. Series 7, 6, 63 license preferred, but not required. CFP designation preferred, but not required. Bachelor’s degree preferred, but not required. Preferred Knowledge and Skills Level of Complexity and Scope Degree of Independence and Decision-Making Required Supervisory Responsibilities Physical Requirements Occasionally lifts and carries up to 10 lbs. Occasionally drives. Frequently sits, stands and walks. Compliance Statement The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements. Development and Training It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law. We are an E-Verify Employer. About Us Why choose fIRST? In part, because we believe in: Building a great team Providing needs-based solutions Doing the right thing Knowing our clients Making a difference Recognizing and celebrating success
  • 15 Days Ago
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Licensed Therapist Needed For Practice Manager Role At Private Mental Health Practice
  • Capital Private Psychological Services
  • Columbus, OH FULL_TIME
  • Job descriptionAbout the position and company:Capital Private Psychological Services is an established and growing private mental health counseling practice in Columbus, Ohio. We are looking for an op...
  • 2 Months Ago
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Assistant Counsel, Investment Product and Private Banking
  • KeyBank
  • Cleveland, OH FULL_TIME
  • Location:127 Public Square - Cleveland, Ohio 44114Assistant Counsel, Investment Product and Private BankingJob Description: The Key Legal team is growing! KeyBank National Association is seeking an at...
  • 18 Days Ago
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Project Manager
  • DiamondPick Private Limited
  • Columbus, OH CONTRACTOR
  • This is hybrid in Columbus OH Sr. LMS Project Manager Top Consulting is looking for a Sr. Project Manager with direct experience with LMS systems. Primary responsibilities include leading the project ...
  • 2 Months Ago
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Project Manager
  • DiamondPick Private Limited
  • Columbus, OH CONTRACTOR
  • This is hybrid in Columbus OH Sr. LMS Project Manager Top Consulting is looking for a Sr. Project Manager with direct experience with LMS systems. Primary responsibilities include leading the project ...
  • 2 Months Ago
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Retail Project Manager
  • DiamondPick Private Limited
  • Columbus, OH CONTRACTOR
  • Retail Project Manager Location: Local to Columbus OH, mostly remote by some on site days as needed. Duration: Starts as a 6 month contract trial, will possibly extend further. Hard Requirements: Rece...
  • 20 Days Ago
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Private Banking Manager jobs at Popular Companies

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM
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Financial Advisor
  • Wintrust Financial
  • Chicago, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM
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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Buffalo, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM
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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Pittsburgh, PA
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM
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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Albany, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM
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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Syracuse, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 12:00:00 AM
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Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
  • Citizens
  • Rochester, NY
  • Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
  • 6/10/2024 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...
  • 6/10/2024 12:00:00 AM
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About Ohio

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$175,743 to $250,257

Most Popular Cities in Ohio for Private Banking Manager Jobs

What does a Private Banking Manager do?

Private Banking Manager in Columbus, OH
That the largest financial institutions in the country, ones that gave birth to the concept of private banking, have distanced themselves from the term may appear to be a subtle shift, but it is symbolic of a much larger one happening across the private banking industry as institutions enter a new era.
January 12, 2020
Private Banking Manager in Anchorage, AK
Private banks and wealth management firms usually require a minimum balance.
December 02, 2019
Private Banking Manager in Troy, NY
Talk with us today to see how The Private Bank can help you.
December 18, 2019