Private Banking Director jobs in Colorado

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)

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Private Banking Officer
  • MidWestOne Bank
  • Denver, CO FULL_TIME
  • Overview

    At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further.

     

    At MidwestOne Bank we view our Private Bankers as the primary member of our Wealth team coordinating high net worth client relationships in conjunction with other Wealth partners. Our Private Bankers coordinate the initial profiling and build a team to best fit the client’s needs.  Strong networking and sales skills are critical to the success of this role.

    Responsibilities

    • Private Bankers are responsible for developing, managing, and retaining full-service relationships with high net worth private banking clients.
    • Providing advice, counsel, and high-level customer service to meet the financial needs of clients through extensive and thoughtful profiling.
    • Supporting MidwestOne standards for managing a client portfolio in a manner that ensures compliance with banking regulations, policies and procedures, credit quality and credit policy requirements.
    • Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management. This includes building a cross-functional Wealth team for all high net worth clients.
    • A key aspect of this role is a strong partnership with our internal commercial and branch banking leaders to profile and grow our Private Wealth client base.
    • The ability to identify and present new product banking product ideas to senior management as MidwestOne grows our Private Banking offering.
    • The ability to “wear many hats” including the occasional need to open accounts and process paperwork to ensure client needs are being met.
    • Focus on an annual scorecard including areas such as loan growth, deposit growth, new Private Banking households, and investment management.

    The Perks!

    • Competitive base compensation with additional performance-based incentives (incentives vary depending on role)
    • Career development and continuous learning opportunities
    • Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more
    • 100% vested 401(k) Retirement Plan with company match
    • Medical, Dental, and Vision insurance
    • Flex spending plan & Health savings accounts with employer contribution
    • Student Loan Debt Reduction Program & Tuition Assistance Plan
    • Employee Stock Ownership Plan
    • Employer provided group life insurance with option to purchase additional life insurance for you and your family members
    • Employer provided long term and short term disability insurance
    • Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance
    • Wellness Program
    • Free banking services and other financial services discounts
    • Take Your Dog to Work Day in June
    • Employee Rally Day- a day of celebration and recognition!

    Qualifications

    • Bachelor’s degree or equivalent combination of post high school education and related work experience
    • In addition to education, prefer 5-10 years of Private Banking, Business Banking, or Commercial Banking experience.   
    • FINRA 6/7 and 63/66 licenses preferred but not required.
    • This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

     

    We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.

     

    Now that you know more about us and the position, next step is for you apply so we can learn about you!

     

    $90-$140k base comp with eligibility for incentives

  • 20 Days Ago

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Premier & Private Banking - Premier & Private Banker
  • NBH Bank
  • Greenwood, CO FULL_TIME
  • It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what t...
  • 20 Days Ago

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Associate Clinical Director
  • Private Health Management
  • , CO FULL_TIME
  • Does figuring out optimal care plans for the most challenging medical issues fill you with excitement? Are you prepared to help individuals with serious and complex health issues challenge the status ...
  • 6 Days Ago

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Investment Banking Managing Director
  • LCG Advisors
  • Denver, CO FULL_TIME
  • Managing Director Location: Tampa, FL (remote – located in Denver, CO) Firm Overview: LCG Advisors works with privately held, entrepreneur and family-owned businesses on mergers & acquisitions and cap...
  • 1 Month Ago

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Senior Banking Advisor - PNC Private Bank
  • PNC
  • Denver, CO FULL_TIME
  • Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
  • 10 Days Ago

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Director of Operations, PCM
  • PCM Private Capital Management LLC
  • Denver, CO FULL_TIME
  • This role has the opportunity to work hybrid. During the interview process, our Talent Acquisition Team will share additional details with you. Director of Operations will be responsible for all non-a...
  • 9 Days Ago

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Vice President Investment Banking
  • McKenzie & Associates
  • New York, NY
  • Company Description McKenzie & Associates, L.L.C. is a boutique corporate financial advisory firm that provides services...
  • 3/28/2024 12:00:00 AM

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Director - Strategy & Development
  • Oldcastle Infrastructure
  • Atlanta, GA
  • Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure solutions for the water, ene...
  • 3/28/2024 12:00:00 AM

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Jr. Regulatory Compliance Analyst
  • Dimension Capital Management
  • Coral Gables, FL
  • Junior Compliance Analyst In this role you will work closely with the Senior Compliance Analysts and Director of Complia...
  • 3/28/2024 12:00:00 AM

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Director, Private Wealth Client Services
  • Cresset
  • Reston, VA
  • About Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to...
  • 3/28/2024 12:00:00 AM

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Financial Planning and Analysis Director
  • CFO's Domain
  • Los Angeles, CA
  • ABOUT CFO’S DOMAIN: CFO’s Domain is a Consulting & Recruiting firm serving CFOs and their stakeholders. Our search pract...
  • 3/28/2024 12:00:00 AM

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Senior Manager, Business Development
  • Alpha-9 Oncology
  • Boston, MA
  • About Us Alpha-9 Oncology is a clinical-stage biotechnology company developing radiopharmaceuticals for solid and hemato...
  • 3/28/2024 12:00:00 AM

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Analyst Strategic Business Development (Corporate Strategy and M&A)
  • The Home Depot
  • Atlanta, GA
  • Position Purpose: The Home Depot ("THD") is redefining the future of retail. As the 4th largest retailer and 7th largest...
  • 3/28/2024 12:00:00 AM

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Senior Financial Analyst - Strategic Business Development (Corporate Strategy and M&A)
  • The Home Depot
  • Atlanta, GA
  • Position Purpose: The Home Depot ("THD") is redefining the future of retail. As the 4th largest retailer and 7th largest...
  • 3/28/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$216,468 to $340,188

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