Private Banking Manager jobs in Oklahoma

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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Private Banking Assistant
  • Barracuda Staffing & Consulting
  • Tulsa, OK FULL_TIME
  • We are currently looking to fill a Private Banking Assistant position with a local Tulsa bank.

    You will be responsible for answering client inquiries related to a variety of banking products, assisting bankers with lending questions and documentation, and providing exceptional client care. The ideal candidate will possess excellent oral and written communication skills, be able to multitask effectively, and create a warm and welcoming environment that makes clients feel valued and appreciated.

    Hours: M-F 8a-5p

    Pay: $20-$23/hr

    Benefits:

    • Competitive salary and performance-based bonuses.
    • Health, dental, and vision insurance.
    • Retirement savings plan (401k).
    • Paid time off and holidays.
    • Ongoing professional development and training opportunities.
    • A supportive and inclusive work culture.
    • Opportunities for career advancement within the organization.
    Key Responsibilities:

    • Client Support: Serve as a primary point of contact for clients, addressing inquiries and providing information on various banking products, (business checking, savings, CDs, IRA’s, ), treasury services, and account-related questions.
    • Banker Assistance: Collaborate with bankers to assist with lending questions, document preparation, and client interactions, ensuring a seamless and efficient client experience.
    • Documentation: Assist in the preparation, review, and organization of banking documents, including loan applications, account paperwork, and client correspondence.
    • Client Relations: Cultivate and maintain positive client relationships by consistently delivering outstanding service, demonstrating empathy, and providing timely responses to inquiries.
    • Multitasking: Efficiently manage multiple tasks, prioritize workload, and meet deadlines to ensure the smooth operation of the private banking department.
    • Client Engagement: Help create a warm, welcoming, and personalized environment that makes clients feel valued and important during their interactions with the bank.
    Requirements:

    • Bachelor's degree in finance, business, or a related field preferred.
    • Previous experience in banking, private banking, or financial services is a plus.
    • Excellent oral and written communication skills.
    • Strong interpersonal skills with a focus on client satisfaction.
    • Exceptional organizational and multitasking abilities.
    • Detail-oriented and committed to maintaining accurate records.
    • Proficiency in Microsoft Office Suite and banking software.
    • Ethical and trustworthy with confidential information.
    • Professional demeanor and a passion for delivering exceptional client service.
    • Ability to work independently and as part of a collaborative team.
  • 21 Days Ago

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Advantage Case Manager | Excell Private Care Services | Tulsa, OK
  • Excell Private Care Services
  • Tulsa, OK FULL_TIME
  • An Advantage Case Manager is responsible to carry out the case management process as outlined by the case management standards of operation set forth by Oklahoma Department of Human Services MSU and d...
  • 4 Days Ago

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Advantage Case Manager | Excell Private Care Services | Oklahoma City, OK
  • Excell Private Care Services
  • Oklahoma, OK FULL_TIME
  • ***You must submit a paper application*** APPLICATIONS CAN BE MAILED / EMAILED UPON REQUEST Excell Private Care Services, established in 1996, provides seamless, team-oriented, collaborative and coord...
  • 4 Days Ago

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ADvantage Case Manager
  • Tendercare Private Services
  • Bartlesville, OK FULL_TIME
  • A Path of Care Preferred Pathways of North Tulsa, OK is looking to hire a full-time ADvantage Case Manager for the Ardmore, OK area. Are you caring and empathetic while able to maintain appropriate pr...
  • 9 Days Ago

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ADvantage Case Manager
  • Tendercare Private Services
  • Lawton, OK FULL_TIME
  • A Path of Care Preferred Pathways of Lawton, OK is looking to hire a full-time ADvantage Case Manager for the Ardmore, OK area. Are you caring and empathetic while able to maintain appropriate profess...
  • 12 Days Ago

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Certified Advantage Case Manager
  • Excell Private Care Services
  • Tulsa, OK FULL_TIME
  • Accepting applications for Advantage Certified Case Managers with current certification Must already be Advantage certified This job is done remotely within the state of Oklahoma This position require...
  • 2 Months Ago

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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

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RN Registered Nurse - Orthopedics & Neurology
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $7,500.00 Department: Orthopedics & Neurology Schedule: Full Time Days 7 am - 7:30 pm, Friday, Sa...
  • 6/10/2024 12:00:00 AM

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Data Modeler
  • LTI - Larsen & Toubro Infotech
  • A little about us... L&T Infotech is one of the largest global technology consulting and digital solutions companies -ho...
  • 6/10/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$166,219 to $236,695

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.
January 12, 2020
Private Banking Manager in Anchorage, AK
Private banks and wealth management firms usually require a minimum balance.
December 02, 2019
Private Banking Manager in Troy, NY
Talk with us today to see how The Private Bank can help you.
December 18, 2019