Private Banking Director jobs in the United States

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)

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Director of Private Banking
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • Start your career with Heritage Federal Credit Union!
    Join our team at Heritage Federal Credit Union as a Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.
    The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high-net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet the financial needs of members. Supports standards for managing net portfolio in a manner that ensures compliance with credit union regulations, policies and procedures, credit quality and credit policy requirements.

    What you’ll do:
    • Build and maintain business relationships with targeted high value and high net worth clients.
    • Serve as members’ primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides best in class.
    • Make member focused recommendations and provides high value product solutions.
    • Finalize, help structure, and close deals with a high rate of success.
    • Fully understand the members profile, financial status, and financial goals to ensure the product and service offerings are in the customer’s best interest.
    • Educate members directly or with internal staff about financial strategies, products and services that will meet or exceed their needs.
    • Prospect for clients by sourcing and building own pipeline of clients/opportunities.
    • Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
    What we’re looking for:
    • Bachelor’s degree, or equivalent work experience
    • Minimum of 3 years of successful sales/client service experience of higher net worth clients.
    • Previous sales experience with full-service financial institution helpful.
    • Excellent interviewing, communication, and public relations skills.
    • Strong networking and business development skills.
    • Strong analytical and financial skills.
    • Dependable, punctual, and able to retain confidential information.
    About Heritage Federal Credit Union
    Heritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
    EOE
  • 1 Month Ago

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Investment Banking Managing Director
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Our company fosters a workplace culture that encourages employees to work in an office setting. We have a preference for candidates who are interested in being part of our offices in Omaha, Chicago, D...
  • 11 Days Ago

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Investment Banking Managing Director | Chicago
  • Bridgepoint Investment Banking
  • Chicago, IL FULL_TIME
  • Who We AreBridgepoint Investment Banking is not an old school, antiquated investment bank. We're next gen - impact-focused, growing and entrepreneurial. We provide a better and more fun environment fo...
  • 1 Day Ago

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Investment Banking Managing Director | Omaha
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Who We AreBridgepoint Investment Banking is not an old school, antiquated investment bank. We're next gen - impact-focused, growing and entrepreneurial. We provide a better and more fun environment fo...
  • 4 Days Ago

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Intern
  • Santander Private Banking International
  • Miami, FL INTERN
  • Country: United States of AmericaIntern will be provided with the opportunity to learn about fiduciary principles and risks and how BSI mitigates them. During the internship the Fiduciary Risk Team wi...
  • 6 Days Ago

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Data Management Intern
  • Santander Private Banking International
  • Miami, FL INTERN
  • Country: United States of AmericaThe intern will be part of BSI Data Management team to assist in the implementation of the Data Management program in partnership with Business (Data Owners) and IT. K...
  • 8 Days Ago

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2025 Intrepid Investment Banking Summer Analyst
  • MUFG
  • Los Angeles, CA
  • Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated ind...
  • 5/29/2024 12:00:00 AM

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HEALTHCARE NETWORK AND VENDOR OPERATIONS MANAGER - HYBRID
  • Registry Ally, Inc.
  • Los Angeles, CA
  • Job Description Job Details Our client is seeking a Vendor and Provider Network Manager to play a key role in establishi...
  • 5/29/2024 12:00:00 AM

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Associate Director, Data Transformation - Asset Management Firm
  • Recruiting Resources, Inc.
  • Los Angeles, CA
  • Global investment management firm is searching for an Associate Director, Data Transformation to join the Data Transform...
  • 5/29/2024 12:00:00 AM

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Private Wealth Advisor Director
  • BMO Financial Group
  • Newport Beach, CA
  • Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client...
  • 5/28/2024 12:00:00 AM

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Intrepid Investment Banking Managing Director - Healthcare
  • MUFG
  • Los Angeles, CA
  • Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated ind...
  • 5/27/2024 12:00:00 AM

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Director of Finance
  • Conexus Recruiting
  • Irvine, CA
  • Our client is adding a Director of Finance to their team due to growth. They are known for their great culture, family a...
  • 5/26/2024 12:00:00 AM

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Intrepid Investment Banking Managing Director - Healthcare
  • MUFG Bank, Ltd.
  • Los Angeles, CA
  • Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated ind...
  • 5/25/2024 12:00:00 AM

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11-035 - Social Services Coordinator - SC/ Southeast Communities - Siemon Center
  • Salvation Army
  • Los Angeles, CA
  • Mission Statement The Salvation Army is an international movement that is an evangelical part of the universal Christian...
  • 5/25/2024 12:00:00 AM

Income Estimation for Private Banking Director jobs
$215,187 to $338,185