Private Banking Manager jobs in the United States

Exempt: Yes

Salary Grade: Grade 18

Position is located at 3201 McClelland Blvd Suite C in Joplin, Missouri.

Position requires availability to work Monday through Friday 8 am to 5 pm with the ability to work additional hours as needed.

Summary:

SUMMARY: With limited direction, the Private Banking Manager is accountable for developing and administering strategies and operational plans to grow Private Banking at the local bank within its market territory. The successful candidate will possess a thorough knowledge of banking and asset management. The incumbent directs and implements the vision of private banking at the local bank. Duties are primarily new business oriented and managing the private banking team to work closely with the bank president and senior management team. Incumbent will guide team members to use the bank’s available resources to maximize revenue growth across all lines of business within the bank group. Must be an active participant in civic and public relations activities that provides new business for the bank and further development of relationships with existing customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES: include the following. Other duties may be assigned.

TEAM ACCOUNTABILITIES:

• Cross-sell other services of the bank.
• Support and uphold the Arvest Mission Statement.
• Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
• Maintain a high level of cooperation and rapport with all associates in order to ensure accurate and efficient operations and service.
• Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.
• Foster and promote the proper bank image at all times.
• Maintain involvement in community affairs to foster and promote the proper bank image at all times.

SUPERVISORY RESPONSIBILITIES:

Directly supervise two or more associates as assigned by the Manager. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ensure direct reports have completed required compliance training and are adhering to all internal procedures and controls as it relates to bank policy, laws, regulations and Arvest’s BSA/AML Program. Responsibilities include interviewing, hiring, appraising performance, rewarding, and disciplining associates. The incumbent has the authority and the appropriate influence to make recommendations regarding hiring, firing, advancement, promotion, or any other change of status of other associates within the guidelines of the bank’s procedures and guidelines for such change of status events. The incumbent provides training, planning, assigning, and directing work assignments and schedules; addressing complaints and resolving problems.

Responsibilities:

QUALIFICATION REQUIREMENTS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE:

• Bachelor’s degree in a related field or equivalent experience required.
• 10 years previous related experience with emphasis in wealth management or 7 years Arvest lending experience required.
• Completion of CFB4 within 6 months of hire.
• Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
• Proven ability to develop and build fully banked relationships required.
• Exceptional consultative skills preferred: ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships required.
• Financial designation such as CFP, Series 7, 66 and insurance licensed, Certified Wealth Strategist or other accredited banking certifications required.
• Advanced knowledge of lending and wealth management strategies required.
• Master’s degree preferred.
• Maintain professional certifications, if any.
• Participation and/or completion of graduate school of banking or similar education preferred.

OTHER SKILLS AND ABILITIES:

• Must have strong presentation skills, including highly effective communication skills.
• Must be able to arrive at work on time, work on site and have regular work attendance.
• Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style.
• Must be able to provide cordial customer service regardless of customer personality, presence or communication style. Be customer oriented and responsive.
• Must be able to perform several tasks at once and be highly organized.
• Must be able to work in a stressful atmosphere.
• Must be able to rotate job tasks.
• Must be able to greet others cordially.
• Must be able to coordinate multiple and changing priorities.
• Must be able to verbally communicate with all other associates.
• Must be able to operate telephone, scanner, copier and FAX machines.
• Must be able to occasionally work outside of normal business hours.
• Must be able to move from department, division, or bank to department, division, or bank to attend meetings.
• Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.

The associate may occasionally be required to lift or move up to 25 pounds.

Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.