Private Banking Director jobs in Hamden, CT

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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VP, Banking Operations
  • ORS Partners
  • New Haven, CT FULL_TIME
  • Overview

    Reporting to the SVP of Operations, the VP of Banking Operations will be responsible for managing the ongoing effort of planning and operations management. The primary focus is on leveraging systems, vendors, and personnel to maximize the internal and external customer experience while controlling expenses.  They will manage a fast-paced team with aggressive objectives and will be responsible for helping the bank achieve financial goals while increasing operating performance. 

                                         

    A large responsibility of this role will be to provide the strategic, developmental, and managerial direction to various department leaders that oversee; deposit operations, check processing, ACH, electronic banking, and collections.  This includes budgeting control, skill development, training, and overall direction of Team Members.

     

    This position will be accountable for all operational aspects of, Deposit, and Corporate Administration Operations. Decisions involve approval of expenses, projects, vendors, contracts, and negotiation of leases.

    Responsibilities

    • Function as primary owner of Bank operations systems Core, ACH, IP, etc. Identify system functionality needed to achieve business results; identifies and prioritizes system gaps; serves as contract administrator; define users, business processes and procedures, and training needs; and keeps current on application features.
    • Partner with System Technical Staff to present recommendations to executives and implement system changes.
    • Lead, manage and motivate team through shared leadership and by communicating direction. Guide others to meet those agendas while driving the BMTX vision and goals.
    • Lead a team that fosters collaboration and teamwork while demonstrating a level of awareness of all leadership styles.
    • Ensure all deposits, ACH and check processing are accounted for properly, serviced and protected in compliance with applicable laws, regulations, policies, and sound practices.
    • Provide clear feedback on a formal and informal basis. Empower staff to take collective action and develop an environment that creates positive behavior rewards and acknowledges success.
    • Emphasize mutual respect and secure the best outcome for the organization.
    • Ability to use judgment to involve all relevant stakeholders in major decisions; recognize multiple agendas and make/communicate final decision in ways that foster maximum ownership and minimum resistance.
    • Provide ongoing managerial guidance, and oversight to deposit operations to promote a control oriented, progressive, sustainable and risk balanced environment while monitoring and completing risk assessment requirements per regulations.
    • Ability to build a best-in-class team by hiring, growing and promoting key Team Members. Complete annual evaluations of performance, recommendations for salary adjustments and establish limits of authority for subordinates as required. 
    • Consult with Partner Banks and BMTX leaders to support the sales efforts of the white label acquisition strategy.
    • Represent client’s needs in conversations surrounding internal roadmaps, emerging services, technology investment, customer experience, business performance, and cost effectiveness.
    • Remain abreast of trends and new technologies that could positively affect or disrupt banking and channel landscape.
    • Provide regular feedback impacting end user experience and operational infrastructure selection required to deliver on successful direct and indirect white label acquisition and retention strategy.

    Qualifications

    • 10-15 years of experience in progressively responsible banking positions with an emphasis on all facets of deposit operations, ACH, item processing and account and GL reconciling.
    • 5 years in a banking operations leadership role.
    • Must be familiar with applicable bank compliance laws, state and federal regulations which govern deposit operations and be familiar with Sarbanes Oxley compliance.
    • Capable of reporting to executive management groups and/or the Board of Directors as may be periodically required.
    • Strong written and verbal skills needed for frequent contacts by telephone, correspondence, and in person with vendors and employees of various departments.
    • Quality focused and detailed-oriented, with advanced analytical and problem-solving skills. High level of confidentiality regarding customers’ accounts and finances. 
    • Experience partnering with vendors and ensuring standards are met and maintained.
    • Ability to develop, articulate and maintain department budget
    • Manages all facets of the banks operations in accordance with applicable laws, regulations, bank policies, and sound practices.
    • Working knowledge of ACH NACHA, OFAC, BSA, GLBA, Patriot Act, CARD Act, and other consumer protection laws related to credit and debit card programs and other Federal or State laws that impact National Security requirements.
    • Must be able to work in a virtual team setting to coordinate the appropriate resources to meet varying position requirements.
    • Ability to travel as needed to successfully perform position responsibilities.
    • Develops monitors, assesses, and updates all operations related risk assessment requirements per Regulations.

    About BM Technologies, Inc. (BMTX):

    BM Technologies, Inc. (NYSE American: BMTX)—formerly known as BankMobile—is among the largest digital banking platforms and Banking-as-a-Service providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy to-use products, and education with the mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience.

    The BM Technologies digital banking platform employs a multi-partner distribution model that enables the acquisition of customers at higher volumes and substantially lower expense than traditional banks, while providing significant benefits to its customers, partners, and business.

    BMTX currently has approximately two million accounts and provides disbursement services at approximately 750 college and university campuses (covering one out of every three college students in the U.S.).

    BMTX is a technology company and is not a bank, which means it provides banking services through its partner bank. More information can be found at www.bmtx.com.

  • 20 Days Ago

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VP, Banking Operations
  • BankMobile
  • New Haven, CT OTHER
  • Overview Reporting to the SVP of Operations, the VP of Banking Operations will be responsible for managing the ongoing effort of planning and operations management. The primary focus is on leveraging ...
  • 24 Days Ago

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Banking Ctr Assoc Rel Banker
  • Webster Bank
  • Wallingford, CT FULL_TIME
  • If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, business...
  • 1 Month Ago

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Private Swim Instructor
  • InstaSwim
  • Ansonia, CT FULL_TIME,CONTRACTOR,PART_TIME
  • InstaSwim is looking to hire professional and experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location & Surrounding cities! W...
  • 1 Month Ago

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Culinary Manager at Private School
  • Edibolic Kitchen
  • West Haven, CT FULL_TIME
  • Job DescriptionWe are seeking an experienced Culinary Manager for our operations at a private school cafe and meal plan program. The school is providing lifelong individualized services for people wit...
  • 1 Month Ago

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Legal Secretary (Private Client & Tax)
  • Ascension Global Staffing & Executive Search
  • New Haven, CT FULL_TIME
  • Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commi...
  • 20 Days Ago

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0 Private Banking Director jobs found in Hamden, CT area

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Internal Revenue Agent / Senior Revenue Agent (Examiner)-12 Month Roster AMENDED
  • Department Of The Treasury
  • New Haven, CT
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL DIVISION? A description of the business units can be found at: https...
  • 3/29/2024 12:00:00 AM

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Financial Analyst
  • Yale New Haven Health
  • New Haven, CT
  • Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mi...
  • 3/29/2024 12:00:00 AM

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Accounts Receivable Manager
  • Lord Chamberlain Nursing and Rehabilitation Center
  • Stratford, CT
  • Lord Chamberlain Nursing and Rehabilitation Center - Accounts Receivable Manager Short Term Rehab Purpose of Your Job Po...
  • 3/28/2024 12:00:00 AM

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Grants Manager - BOE (Special Funds)
  • NHPS
  • New Haven, CT
  • JOB DESCRIPTION: GENERAL WORKER - CAFETERIA UNION AFFILIATION: Local 217 (Hotel & Restaurant Employees & Bartenders Unio...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • New Haven, CT
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/28/2024 12:00:00 AM

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Personal Banker North Colony
  • WELLS FARGO BANK
  • Wallingford, CT
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • New Haven, CT
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • New Haven, CT
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

Hamden is a town in New Haven County, Connecticut, United States. The town's nickname is "The Land of the Sleeping Giant." The population was 60,960 at the 2010 census. Hamden is a suburb of the city of New Haven. The town of Hamden ranked #53 in the CNN Money list of "America's best small cities" in 2012. In 2008, Fortune Magazine and CNN Money picked Hamden as #33 on their "Best Place to Live and Launch" list, citing Hamden's great blend of urban and suburban lifestyles. The article also pointed out Hamden's exceptional education system as well as its "New England Charm". According to the U...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$232,195 to $364,903
Hamden, Connecticut area prices
were up 1.7% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020