Private Banking Director jobs in New Jersey
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)
Recently Added Private Banking Director jobs
Retail Client Experience Manager I
- Peapack-Gladstone Bank | Private Banking since 1921
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Long Valley, NJ
FULL_TIME
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Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that fulfill all of our clients’ needs. We offer an innovative approach to private banking to help clients establish, maintain and expand their legacy.
What makes Peapack-Gladstone Bank different from our competition? We are an institution that’s over 100 years old that has always believed in putting the well-being and needs of our employees and our clients first. We are proud to be recognized for the fifth consecutive year, by American Banker as one of the ‘Best Bank to Work For’ across the nation. Our secret sauce in one word is our ‘culture’. We value a diverse, equitable, inclusive and safe workspace. Our one-team culture goes to great lengths to show all employees that they are valued members of the team. We treat each other as family, and as such, communicate throughout the Bank in a transparent and frequent manner, respect and value feedback from all levels and operate with a philosophy of hospitality and general human kindness.
There are multiple way to build relationships and get involved; from joining one of our Cultural Ambassador Sub-Committees focused on our Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness, to involvement in multiple community service activities through our Volunteerism outreach, to joining LIFT (an committee focused on enriching the lives of women - Leading Inspiring Females Together). Said quite simply, the culture is amazing!
Description
Position Overview
Assists the Retail Private Banker in the day-to-day operation of the Branch and manages the insides sales process. In the Retail Private Banker’s absence, runs the branch, manages sales and ensures staff is current with compliance of internal and external policy and regulations. Leads staff with regard to providing exceptional service to clients.
Responsibilities- List Item
- Assists the Retail Private Banker in the development, expansion and management of consumer and business account relationships within a branch, concentrating efforts in meeting customer needs for financial products and services. Identify customers with additional profit potential and develop action plans to expand these relationships; utilize sales programs to acquire new relationships.
- Identify and refer business to all lines including wealth, lending and financial services. Assist staff with promoting the sale of the banks products and services
- Cross-trains branch staff in current or revised policies and procedures to increase their knowledge and productivity. Acts as a role model and provide coaching and training to employee’s to help improve both sales and operational performance and to prepare for additional responsibilities.
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- Actively participates in ongoing training and regular sales meetings
- Assists Retail Private Banker in enforcing Bank security policies and procedures. Conducts branch audits on a regular basis
- Is a leader in assisting staff with resolving operating and servicing issues
- List Item
- Prepares and reviews daily, weekly and monthly branch reports as required
- Opens and closes accounts and solves daily client needs
- Must be able to perform teller duties, prove the main cash vault, the ATM’s and coin machines, when needed and to ensure that teller work is processed and daily proof is performed in accordance with bank policies.
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- Ensure compliance with all established internal policies and external regulations and suitability of the branch environment for business. Keeps current with pertinent banking regulations, including but not limited to Reg. DD, Reg. CC, BSA, CRA, Right to Financial Privacy Act, FDIC insurance provisions, etc.
- Serves as a role model for staff, provides guidance on appearance and dress, as needed.
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Direct Reports
Enter Titles of positions reporting into this job. Titles need to refer to existing positions, or attach additional job descriptions.
Universal Banker I &II
Indirect Reports
Enter Titles of positions indirectly reporting into this job.
None
External And Vendor Relationships
List vendors & external interactions along with type of interaction.
Qualifications
Required- High School diploma or GED
- Minimum of five years’ experience in branch banking
- Ability to meet/exceed customer service needs, identify customers/project needs and prospecting clients
- Working knowledge of bank’s products & services, letters of credit, sweep accounts, zero balance accounts, concepts & techniques, and cash management services
- Ability to model cross-selling techniques & close sales
- Ability to resolve customer questions or complaints
- Ability to manage staff and resolve conflicts
- Ability to foster open communications; deliver presentations; demonstrate listening, speaking and written communication skills and translate technical materials
- Ability to answer questions effectively; build relationships; build internal and external networks
- Ability to act with integrity; demonstrate adaptability; work commitment; maintain a positive performance in all situations
- Working knowledge of Microsoft Excel, Word, Access and Outlook
- Ability to interact effectively and tactfully with all levels of the Bank
- Ability to read, write and speak English clearly
- Notary Public commission
- Assists Head Teller in ATM proofs, running of teller proof work as needed
- Works as a Teller if required
- Assist customers requesting assistance to safe deposit area in accordance with established security procedures
- Participate in community organizations and activities to enhance the Bank’s image and develop additional business and referral sources
- Performs all other duties as assigned
List working conditions associated with this position
☐Sitting for prolonged periods
☐Driving for prolonged periods
☐Bending/Standing for prolonged periods
☒Reading small print
☒ Lift up to 25 lbs.
☒Computer for prolonged periods
Benefits
Peapack-Gladstone Bank offers medical, dental, and vision coverage to full-time employees, in addition to a competitive PTO package and 401k match. - 1 Day Ago
Wealth Advisor Associate
- Peapack-Gladstone Bank | Private Banking since 1921
-
Morristown, NJ
FULL_TIME
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that ful...
- 1 Day Ago
Underwriter II
- Peapack-Gladstone Bank | Private Banking since 1921
-
Bedminster, NJ
FULL_TIME
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that ful...
- 3 Days Ago
Universal Banker II (Float)
- Peapack-Gladstone Bank | Private Banking since 1921
-
Hillsborough, NJ
FULL_TIME
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that ful...
- 3 Days Ago
Universal Banker II Part Time
- Peapack-Gladstone Bank | Private Banking since 1921
-
Hillsborough, NJ
PART_TIME
- DescriptionPeapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and servic...
- 3 Days Ago
Underwriter I
- Peapack-Gladstone Bank | Private Banking since 1921
-
Bedminster, NJ
FULL_TIME
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solutions, capable of providing the most sought-after products and services that ful...
- 4 Days Ago
Private Banking Director jobs at Popular Companies
RN Registered Nurse - Orthopedics & Neurology
- Ascension
-
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- Details Sign-on bonus: $7,500.00 Department: Orthopedics & Neurology Schedule: Full Time Days 7 am - 7:30 pm, Friday, Sa...
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Associate - Natural Resources Investments
- Arena Investors, LP
-
Miami, FL
- Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent a...
- 6/10/2024 12:00:00 AM
Associate, Client Services for a Prestigious Family Office
- Hunter SF
-
- Our client is a very prestigious family office that is looking for an associate to join their growing team in San Franci...
- 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
Venue Software Sales Director
- Haefner Consulting & Staffing
-
- My client is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data ins...
- 6/10/2024 12:00:00 AM
LIHTC Tax & Accounting Opportunity in New Product Development
- KM Partners
-
- The Opportunity A leading national financial services firm and repeat client of KM Partners has retained us in the searc...
- 6/10/2024 12:00:00 AM
Vice President of Underwriting / Senior Project Manager | LIHTC & Affordable Housing
- KM Partners
-
- The Opportunity A leading national financial services firm and repeat client of KM Partners has retained us in the searc...
- 6/10/2024 12:00:00 AM
Director Investment Banking
- Hext Capital Partners LLC
-
Dallas, TX
- Hext Capital Partners is seeking an experienced, highly motivated, and talented Managing Director for our growing middle...
- 6/10/2024 12:00:00 AM
About New Jersey
New Jersey is bordered on the north and northeast by New York (parts of which are across the Hudson River, Upper New York Bay, the Kill Van Kull, Newark Bay, and the Arthur Kill); on the east by the Atlantic Ocean; on the southwest by Delaware across Delaware Bay; and on the west by Pennsylvania across the Delaware River.
New Jersey is often broadly divided into three geographic regions: North Jersey, Central Jersey, and South Jersey. Some New Jersey residents do not consider Central Jersey a region in its own right, but others believe it is a separate geographic and cultural area from the Nor...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$236,364 to $371,471
Most Popular Cities in New Jersey for Private Banking Director Jobs
What does a Private Banking Director do?
Private Banking Director in Colorado Springs, CO
Private banking forms a more exclusive (for the especially affluent) subset of wealth management.
January 05, 2020
Private Banking Director in Saint Cloud, MN
At least until recently, it largely consisted of banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.
January 14, 2020
Private Banking Director in Chillicothe, OH
Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments.
December 02, 2019