Private Banking Manager jobs in Indiana
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
Director of Private Banking
- Heritage Federal Credit Union
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Evansville, IN
FULL_TIME
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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 UnionHeritage 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 - 2 Months Ago
Area Manager - Key Accounts
- Ashirvad Pipes Private Limited
-
Rajkot, IN
OTHER
- At Aliaxis, we design sustainable, easy to install, and innovative solutions to address the world’s water challenges and accelerate the transition to clean energy. Thanks to our 15,000 employees in ov...
- 30 Days Ago
Territory Growth Manager
- Ashirvad Pipes Private Limited
-
Rourkela, IN
FULL_TIME
- Roles and Responsibilities Accurately forecast annual, quarterly and monthly revenue streams Collaborate with AGM/RGM to develop sales strategies to improve market share in all product lines Monitor a...
- 22 Days Ago
Territory Growth Manager
- Ashirvad Pipes Private Limited
-
Chennai, IN
FULL_TIME
- Role Purpose: Responsible for managing sales of Ashirvad’s products in the defined geographic area and ensure consistent, profitable growth in sales revenues. Identify objectives, strategies and actio...
- 22 Days Ago
Deputy Manager-Cloud Architect
- Ashirvad Pipes Private Limited
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CSO, IN
OTHER
- • Identify the top cloud architecture solutions to successfully meet the infrastructure needs of the company. • Translating project-specific needs into a cloud structure that will suit those needs and...
- 2 Months Ago
Deputy Manager-Cloud Architect
- Ashirvad Pipes Private Limited
-
CSO, IN
OTHER
- • Identify the top cloud architecture solutions to successfully meet the infrastructure needs of the company. • Translating project-specific needs into a cloud structure that will suit those needs and...
- 2 Months Ago
Private Banking Manager jobs at Popular Companies
Financial Planning - Consulting
- Kaufman Hall
-
Chicago, IL
- Financial Planning The Organization We help society’s foundational institutions—healthcare and higher education—to achie...
- 6/2/2024 12:00:00 AM
Investment Associate - Corporate Private Credit
- Arena Investors, LP
-
New York, NY
- Our company is a leading investment firm that creates risk-adjusted returns for its investors across a wide variety of f...
- 6/2/2024 12:00:00 AM
Senior Treasury Analyst
- H.I.G. Capital
-
Miami, FL
- Firm Overview: H.I.G. Capital is a leading global private equity investment firm with $62 billion of assets under manage...
- 6/2/2024 12:00:00 AM
Civil Engineer
- Sunrise Engineering, Inc.
-
Logan, UT
- Who is Sunrise Engineering? Sunrise Engineering, a regional leader in professional engineering and consulting services, ...
- 6/2/2024 12:00:00 AM
Capital Markets Advisor
- Sands Investment Group
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- Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking hig...
- 6/2/2024 12:00:00 AM
Financial Planner-Paraplanner
- HFM Wealth Management
-
- Great career opportunity with well-established, independent, single-office, fee-only, 10-person registered investment ad...
- 6/2/2024 12:00:00 AM
Complex Commercial Litigation Attorney
- We Are Legal Revolution
-
Dallas, TX
- 🤝Complex Commercial Litigation Attorney | The firm Earns Elevated Best Law Firms Ranking in 2024 Edition | 200K + base ...
- 6/2/2024 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...
- 5/31/2024 12:00:00 AM
About Indiana
Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west.
Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$173,912 to $247,649
Most Popular Cities in Indiana for Private Banking Manager Jobs
What does a Private Banking Manager do?
Private Banking Manager in Columbus, OH
That the largest financial institutions in the country, ones that gave birth to the concept of private banking, have distanced themselves from the term may appear to be a subtle shift, but it is symbolic of a much larger one happening across the private banking industry as institutions enter a new era.
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Private Banking Manager in Anchorage, AK
Private banks and wealth management firms usually require a minimum balance.
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Private Banking Manager in Troy, NY
Talk with us today to see how The Private Bank can help you.
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