Private Banking Manager jobs in West Virginia
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
Private Banker - Private Banking CHS
- WesBanco
-
Charleston, WV
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. - 4 Days Ago
Private Banker - Private Banking CHS
- WesBanco Bank Inc.
-
Charleston, WV
FULL_TIME
- Job Title - DepartmentPrivate Banker - Private Banking CHSLocationThis position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for lo...
- 1 Month Ago
Telemarketing Manager
- Private - EOE
-
Huntington, WV
FULL_TIME
- Responsibilities include: Manage a team of call center agents. Be available to affect the entirety of the team's operations. Manage by walking around. Be visible to answer questions. Take calls that y...
- 1 Month Ago
Senior Quality Manager
- TaskUs India Private Limited
-
Indore, WV
OTHER
- About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their br...
- 9 Days Ago
Senior Demand Generation Manager
- TaskUs India Private Limited
-
Indore, WV
FULL_TIME
- About TaskUs: TaskUs is a provider of outsourced digital services and next-generation customer experience to fast-growing technology companies, helping its clients represent, protect and grow their br...
- 9 Days Ago
Skyside Server
- McLemore Resort Manager LLC
-
Pool, WV
PART_TIME
- CLOUDLAND LOOKOUT MOUNTAIN A CURIO COLLECTION HOTEL Living above the clouds on top of Lookout Mountain, Georgia, Cloudland is the Southeast’s newest and most spectacular resort hotel opening Spring 20...
- 8 Days Ago
Private Banking Manager jobs at Popular Companies
RN Registered Nurse - Emergency Department
- Ascension
-
Grand Blanc, MI
- Details Sign-on bonus: $20,000.00 Department: Emergency Department Schedule: Full Time Nights 7 pm - 7:30 am Monday- Fri...
- 6/11/2024 12:00:00 AM
Registered Nurse - Emergency Department
- Ascension
-
Grand Blanc, MI
- Details Sign-on bonus: $20,000 Department: Emergency Department Schedule: Full Time Nights 11 pm - 7:30 am/7 pm - 7:30 a...
- 6/11/2024 12:00:00 AM
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
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
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
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
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
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
About West Virginia
West Virginia (/vərˈdʒɪniə/ (listen)) is a state located in the Appalachian region in the Southern United States and is also considered to be a part of the Middle Atlantic States. It is bordered by Pennsylvania to the north, Maryland to the east and northeast, Virginia to the southeast, Kentucky to the southwest, and Ohio to the northwest. West Virginia is the 41st largest state by area, and is ranked 38th in population. The capital and largest city is Charleston.
West Virginia became a state following the Wheeling Conventions of 1861, after the American Civil War had begun. Delegates from so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$161,727 to $230,297
Most Popular Cities in West Virginia for Private Banking Manager Jobs
What does a Private Banking Manager do?
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