Private Banking Manager jobs in Louisiana

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)

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Commercial and Private Banking Associate
  • Resource Bank (Louisiana)
  • Covington, LA FULL_TIME
  • RESOURCE BANK

    Commercial and Private Banking Associate

    Position Summary:

    This position reports to the Commercial and Private Banking Officer or Senior Commercial and Private Banking Officer/Market Leader and is responsible for managing the loan and deposit portfolio developed by the officer as well as assisting others in the department, including the Commercial and Private Banking Officers and Manager.

    Essential Functions:

    • Manage customer portfolios.
    • Maintain customer confidentiality at all times.
    • Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
    • Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
    • Be well versed on all banking products to answer client questions, and explain available services.
    • Contact clients with maturing CD’s to ensure retention.
    • Investigate electronic banking issues and provide assistance, if possible, or refer to appropriate bank personnel for correction.
    • Adhere to all bank policies and compliance standards.
    • Assisting others in department with workflow as deemed appropriate by manager.
    • Manage daily overdrafts for department and make recommendations to officer for disposition, depending on position level.
    • Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
    • Assist with or handle the preparation of all materials needed to initiate lending transactions.
    • Complete and retains all compliance-related documents, especially as related to flood, RESPA, HMDA and all other regulatory requirements.
    • Assist with or manage and clear exceptions, depending on position level.
    • Assist with or manager past due loans, depending on position level.
    • Run credit reports.
    • May prepare loan vouchers and supporting documentation to present loan package for approval.
    • May attend loan closings to represent Resource Bank.
    • Sign official checks, depending on position level.
    • Analyze and make recommendation for lending below certain amounts, depending on position level.
    • Administrative support as directed by Officer.
    • Responsible for marketing Resource Bank in the public arena through personal and professional contacts.
    • Other duties necessary to maintain an efficient department.
    • All other duties assigned.

    Skills and Abilities:

    • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
    • Speaking - Talking to others to convey information effectively.
    • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
    • Mathematics - Using mathematics to solve problems.
    • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
    • Ability to multitask.
    • Ability to work independently.
    • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
    • Team Skills – strong ability to work in a team environment and reach goals collectively.

    Competencies:

    • Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
    • Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
    • Speech Clarity - The ability to speak clearly so others can understand you.
    • Speech Recognition - The ability to identify and understand the speech of another person.
    • Near Vision - The ability to see details at close range (within a few feet of the observer).
    • Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
    • Advancement Oriented – The willingness to learn and advance skills through education and training sessions.

    Experience and Education:

    Associates degree preferred but a combination of education and work experience will be considered. High School Diploma (or GED or High School Equivalence Certificate) required. Over 1 years of banking/lending support experience preferred. Will consider previous branch banking experience as acceptable.

    Resource Bank strives to be the employer of choice - EEO\Minority\Female\Vets\Disabled
  • 2 Days Ago

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Private Caregiver
  • Private Sitting
  • Baton Rouge, LA PART_TIME,FULL_TIME
  • Hiring caregivers for 18 year-old female student at LSU. Job Starts 07/06/2024 All shifts are available. 24 hour care needed. You don't need any previous experience or medical training. Must be 18 yea...
  • 12 Days Ago

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Banking Center Manager
  • First Horizon
  • Orleans, LA FULL_TIME
  • Location: On site at location listed in job posting. Summary The Banking Center Manager manages all banking center employees and supervises day-to-day operations of the banking center while ensuring s...
  • 3 Days Ago

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Assistant Banking Center Manager
  • b1BANK
  • Baton Rouge, LA FULL_TIME
  • Summary The Assistant Banking Center Manager (ABCM) is responsible for all daily aspects of management and performance of the Banking Center including bank objectives, initiatives, and enforcement of ...
  • 9 Days Ago

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Banking Center Manager
  • First Horizon
  • Charles, LA FULL_TIME
  • Location: On site at location listed in job posting. If you’re a natural leader and want to lead a team at a strong company with exceptional support, then you’ll want to be one of our banking center m...
  • 1 Month Ago

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Part Time Private 1-1 Caregiver Needed in Brentwood/LA
  • Private Senior Care, LLC
  • Private Senior Care, LA PART_TIME
  • Overview: We are a private geriatric healthcare team. We work with private families looking for 1-1 in-home Caregiving and CNA services. Our goal is to match great caregivers with one of our clients. ...
  • Just Posted

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM

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Financial Advisor
  • Wintrust Financial
  • Chicago, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM

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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

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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

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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

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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

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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

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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

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$170,891 to $243,348

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