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)
About Baker Boyer:
Baker Boyer is the oldest independently owned community bank in the Pacific Northwest. We are Eastern Washington’s trusted financial advisor, serving the Walla Walla valley, Kennewick, and Yakima communities, providing wealth management as well as personal and business banking services.
What We Offer:
* Number of paid holidays may be fewer than 11 on years when there are Federal Holidays that are observed on Saturdays.
About this role:
Performs general administrative assistance to Private Banking and D.S. Baker Advisor(s) in the Banking Division. Works directly with clients, providing engaging, responsive service to efficiently problem solve and/or execute requests including but not limited to new account opening, deposits, withdraws and payments. Regularly exercises discretion and independent judgment and prioritizes workload accordingly. Maintains administration and relationship management for all accounts in Advisor’s absence.
Role and Responsibilities:
Banking Division Team Support
Customer/Client Support
Administrative/Bank-wide
Education and Experience Requirements:
Associate's degree (A. A.) or equivalent; or two to three years related experience and/or training; or equivalent combination of education and experience. General understanding of banking and/or financial services industry desired.
Skills and Qualifications:
Physical Demands/Conditions Requirements:
The job tasks and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made as appropriate to enable individuals with qualified disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and/or stand, write, type, speak, & listen. The employee is occasionally required to walk, reach, stoop, kneel, or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color and peripheral vision, depth perception and ability to adjust focus. Ability to sit at desk and work on computer.
Occasional travel for business or educational purposes.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Baker Boyer believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. This position description is designed to outline primary duties, qualifications and job scope, but not limit our employees nor the organization to adjust the work identified. It is our expectation that each employee will offer his/her services wherever and whenever necessary to ensure the success of the company.
Baker Boyer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, disability or protected veteran status.