Private Banking Director jobs in Indiana

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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Director of Private Banking
  • Heritage Federal Credit Union
  • Evansville, IN FULL_TIME
  • 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 Union
    Heritage 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
  • 19 Days Ago

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Director Quality & Training
  • 1IN06 Alight Services India Private Limited
  • HR, IN FULL_TIME
  • Our story At Alight, we believe a company’s success starts with its people. At our core, we Champion People, help our colleagues Grow with Purpose and true to our name we encourage colleagues to “Be A...
  • 9 Days Ago

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Sales Trainee
  • Private
  • Evansville, IN FULL_TIME,INTERN
  • Join Our Award-Winning Sales Team! Are you ready to skyrocket your career in sales? Look no further! Our top-performing sales firm is seeking dynamic individuals to join our team as brand ambassadors ...
  • 12 Days Ago

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Optometrist - Full-time - Private Practice - Marion, IN
  • Private practice
  • Marion, IN FULL_TIME
  • Optometrist - Full-time - Private Practice - Marion, IN*Recent grads and experienced optometrists are encouraged to apply!Since 1992, we have embraced the ongoing evolution in eye care by combining th...
  • 5 Days Ago

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Teller-Customer Service Representative
  • Greenfield Banking Company
  • Greenfield, IN PART_TIME,FULL_TIME
  • TELLER DUTY SUMMARY The position of Teller is responsible for performing routine branch and customer services duties; accepts retail and commercial checking and savings deposits; processes loan paymen...
  • 1 Month Ago

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Teller-Customer Service Representative
  • Greenfield Banking Company
  • Mc Cordsville, IN FULL_TIME,PART_TIME
  • TELLER DUTY SUMMARY The position of Teller is responsible for performing routine branch and customer services duties; accepts retail and commercial checking and savings deposits; processes loan paymen...
  • 1 Month Ago

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RN Registered Nurse - Surgical, Oncology, General Medicine, Hospice
  • Ascension
  • Grand Blanc, MI
  • Details Sign On Bonus: $3,375 Department: Surgical, Oncology, General Medicine, Hospice Schedule: Part Time Days 7 AM - ...
  • 4/25/2024 12:00:00 AM

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RN Registered Nurse - Surgical Telemetry
  • Ascension
  • Grand Blanc, MI
  • Details Sign On Bonus: $20,000 Department: 2 South Telemetry Schedule: Full Time Nights 7p-7:30a. Sun-Thurs & EOWE. Week...
  • 4/25/2024 12:00:00 AM

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RN Registered Nurse - Surgical Telemetry
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $20,000 Department: 2 South Telemetry - Surgical Stepdown Schedule: Full Time Night Shift 7p-7:30...
  • 4/25/2024 12:00:00 AM

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RN Registered Nurse - CVC Cardiovascular Care
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $20,000 Department: 3 South Telemetry - CVC Schedule: Full Time Night Shift 7pm to 730 am Monday ...
  • 4/25/2024 12:00:00 AM

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Director of Research
  • Blue River Financial Group
  • Bloomfield Hills, MI
  • Director of M&A Research Company Description—Blue River is an investment banking firm representing buyers (e.g., private...
  • 4/25/2024 12:00:00 AM

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Senior Project Manager - Multifamily
  • Equity Construction Solutions
  • Columbus, OH
  • Let Us Tell You About this Position: Equity ECS is a full service commercial real estate firm. Our comprehensive platfor...
  • 4/25/2024 12:00:00 AM

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Advertising and Sponsorship Sales Executive
  • MLR Holdings LLC
  • Philadelphia, PA
  • MLR Media, a Philadelphia-based media and events company with brands serving public and private company directors, leade...
  • 4/25/2024 12:00:00 AM

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Director, Cloud Engineering
  • TigerGraph
  • Redwood City, CA
  • TigerGraph is a platform for advanced analytics and machine learning on connected data. TigerGraph's core technology is ...
  • 4/25/2024 12:00:00 AM

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 Director jobs
$208,277 to $327,319

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