Private Banking Director jobs in Oklahoma

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 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.
  • 27 Days Ago

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Private Banking Advisor
  • Arvest Bank
  • Edmond, OK FULL_TIME
  • Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, includ...
  • 1 Month Ago

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Real Estate Director of Operations
  • PLACE Real Estate (Private Job Board)
  • Norman, OK FULL_TIME
  • Director of Operations Your Opportunity: You have the opportunity to be surrounded by, learn from and grow with the top 1% of real estate professionals in North America. Come grow with us as our Direc...
  • 1 Month Ago

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U.S Private Bank - Private Banker - Executive Director
  • JPMC Candidate Experience page
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 1 Month Ago

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U.S Private Bank - Private Banker - Executive Director
  • JPMorgan Chase
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 1 Month Ago

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Institutional Foodservice Worker
  • Private Company
  • Shawnee, OK FULL_TIME
  • ROLE: FULL TIME FOOD SERVICE WORKER/SUPERVISOR IN A INSITUTIONAL SETTING MILITARY COOKING CULINARY SPECIALIST EXPEREINCE PREFERRED PRIMARY ROLE & RESPONSIBILITY: · Supervises inmates engaged in the pr...
  • 29 Days Ago

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Registered Nurse RN Critical Care
  • Belton Regional Medical Center
  • Belton, MO
  • Description Introduction Are you looking for a work environment where diversity and inclusion thrive? Submit your applic...
  • 4/23/2024 12:00:00 AM

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Multi-Modality Technologist
  • St. David's Georgetown Hospital
  • Georgetown, TX
  • Description Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring ...
  • 4/23/2024 12:00:00 AM

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Director, Organizational Change Management
  • Brinks
  • Coppell, TX
  • Brinks Texas License #C00550 The Brink's name is a promise to respect the trust we've earned in over 150 years in busine...
  • 4/23/2024 12:00:00 AM

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Director, Human Resources
  • Brinks
  • Coppell, TX
  • Brinks Texas License #C00550 The Brink's name is a promise to respect the trust we've earned in over 150 years in busine...
  • 4/23/2024 12:00:00 AM

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Sr. Manager, Technology Business Management
  • Brinks
  • Coppell, TX
  • Brinks Texas License #C00550 The Brink's name is a promise to respect the trust we've earned in over 150 years in busine...
  • 4/23/2024 12:00:00 AM

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Registered Nurse - Emergency Department
  • Ascension
  • Grand Blanc, MI
  • Details Department: Emergency Department Schedule: Part Time Days 7 am - 7:30 PM Monday- Friday and every other weekend ...
  • 4/22/2024 12:00:00 AM

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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...
  • 4/22/2024 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...
  • 4/22/2024 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 Director jobs
$198,615 to $312,134

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