Private Banking Director jobs in Oakland, CA

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 II
  • City National Bank
  • Walnut Creek, CA FULL_TIME
  • PRIVATE BANKING OFFICER II

     

    WHAT IS THE OPPORTUNITY?
    Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
     

     

    What you will do
    • Risk Management/Compliance
    • Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals.
    • Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank.
    • Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiates ongoing communication with the client.
    • Complete KYCs for new clients/entities/loans .
    • Follow up with client for missing documentation on DARS report.
    • Respond timely and accurately to inquiries from the Bank’s Financial Intelligence Unit (KYC/AML) and/or other Support Unit’s regarding client transactions and account activity.
    • Comply with all Bank policies and procedures and ensure adherence to the Bank’s regulatory requirements.
    • Client Services
    • Act as primary liaison between the client and all areas of the bank. Perform follow up with all client requests to ensure completion and satisfaction.
    • Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine appropriate method of approach.
    • Cross Sell
    • Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate area within the Bank such as Wealth Management, International, Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services.
    • Participate in cross sell activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager.

    Must-Have*

    • H.S. Diploma
    • Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support required.
    • Minimum 5 years of experience in a banking or financial services environment required
    • Minimum 5 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.

    Skills and Knowledge

    • Bachelor's Degree preferred.
    • Strong risk management and operations knowledge.
    • Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
    • Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
    • Excellent analytical skills.
    • Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
    • Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
    Compensation
    Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

    *To be considered for this position you must meet at least these basic qualifications
    The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

     

    Benefits and Perks
    At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.

     

    INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
    City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'

     

    ABOUT CITY NATIONAL
    We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.
  • 2 Months Ago

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Associate Director, Private Sector Programs (4517U), Berkeley Law - 47203
  • University of California Berkeley
  • Berkeley, CA FULL_TIME
  • Associate Director, Private Sector Programs (4517U), Berkeley Law - 47203 About Berkeley At the University of California, Berkeley, we are committed to creating a community that fosters equity of expe...
  • 24 Days Ago

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Office Manager
  • Incubation Systems Private Limited
  • Richmond, CA CONTRACTOR
  • Responsibilities: Act as the front desk representative, providing exceptional customer service and support to all visitors and employees. Coordinate with vendors for office maintenance and HVAC-relate...
  • Just Posted

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Facilities Coordinator
  • Incubation Systems Private Limited
  • Richmond, CA CONTRACTOR
  • Responsibilities: Act as the front desk representative, providing exceptional customer service and support to all visitors and employees. Coordinate with vendors for office maintenance and HVAC-relate...
  • Just Posted

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Office Assistant
  • Incubation Systems Private Limited
  • Richmond, CA TEMPORARY,CONTRACTOR
  • Incubation Systems, a leading staffing and recruitment company that provides businesses with top-notch talent, no matter their industry domain. Our team of experts are dedicated to matching businesses...
  • Just Posted

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General Dentist
  • Private Dentistry Practice
  • San Leandro, CA FULL_TIME,PART_TIME
  • We are a very nice fast paced general dentistry office located in San Leandro CA. We are looking to hire Associate General Dentist. The candidate must have at least One year of experience working as D...
  • 5 Days Ago

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0 Private Banking Director jobs found in Oakland, CA area

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Senior Analyst, Business Development, Central Region (Renewables, Storage, Hydrogen)
  • Clearway Energy
  • San Francisco, CA
  • **What The Role Is** Reporting to the Managing Director of Business Development, the role is responsible for valuation, ...
  • 3/28/2024 12:00:00 AM

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Associate, Client Services for a Prestigious Family Office
  • Hunter SF
  • San Francisco, CA
  • Our client is a very prestigious family office that is looking for an associate to join their growing team in San Franci...
  • 3/27/2024 12:00:00 AM

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2025 Summer Analyst, Investment Banking (San Francisco)
  • Financial Technology Partners
  • San Francisco, CA
  • 2025 Investment Banking Summer Analyst (SF) Position: Financial Technology Partners is seeking Investment Banking Summer...
  • 3/27/2024 12:00:00 AM

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Investment Banker
  • Focus Advisors
  • Investment Banker. Focus Advisors (focusadvisors.com) is a boutique FINRA-registered M&A advisory firm focused on the au...
  • 3/26/2024 12:00:00 AM

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Corporate Development Analyst/Associate
  • Flynn Group
  • Opportunity – Flynn Group LP (San Francisco) Immediate opportunity to join a rapidly growing San Francisco-based holding...
  • 3/26/2024 12:00:00 AM

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Chief Strategy and Growth Officer
  • DignityMoves
  • DignityMoves - Chief Strategy & Growth Officer Dignity Moves seeks an individual who can operate at start-up speed and e...
  • 3/25/2024 12:00:00 AM

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VP, Strategy
  • Ariat International
  • San Leandro, CA
  • About the Role The Vice President, Strategy leads and consults on key initiatives and projects for the brand. This posit...
  • 3/24/2024 12:00:00 AM

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Safety Coordinator
  • Jobot
  • San Rafael, CA
  • Long established Heavy Civil Construction firm seeks Safety Coordinators- Multiple locations This Jobot Job is hosted by...
  • 3/24/2024 12:00:00 AM

Oakland is in the eastern region of the San Francisco Bay. In 1991 the City Hall tower was at 37°48′19″N 122°16′21″W / 37.805302°N 122.272539°W / 37.805302; -122.272539 (NAD83). (The building still exists, but like the rest of the Bay Area, it has shifted northwest perhaps 0.6 meters in the last twenty years.) The United States Census Bureau says the city's total area is 78.0 square miles (202 km2), including 55.8 square miles (145 km2) of land and 22.2 square miles (57 km2) (28.48 percent) of water. Oakland's highest point is near Grizzly Peak Blvd, east of Berkeley, just over 1,760 feet (...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$261,399 to $410,798
Oakland, California area prices
were up 4.5% 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