Private Banking Director jobs in Orange, 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
  • Comerica Bank
  • Costa Mesa, CA FULL_TIME
  • Private Banking Officer
    The Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and high net worth clients.

    What we can offer you
    • Comerica Funded Retirement Plan and 401(K) Matching
    • Paid Time Off (PTO)
    • Employee Stock Purchase Plan
    • Paid Holidays, Floating Cultural Holiday
    • Medical, Dental, Vision, Life Insurance
    • Flexible Schedules
    • Parental Leave and Adoption Assistance programs
    • Community Volunteer Opportunities
    • "Top 50 Diversity Company" by Diversity Inc.
    • Global 100 for Most Sustainable Corporations

    Position Responsibilities:

    • Increase the bank profitability by providing high quality customer service and cultivating new business relationships while maintaining/protecting Comerica's business interest.
    • Manage customer relations and new business development with a periodic review of existing loan commitments.
    • Act as the bank's agent with respect to advising the client as to proper loan structure.
    • Negotiate acceptable terms for the bank and customer simultaneously even when goals conflict.
    • Sell the bank's credit and non-credit products, trust, commercial real estate and treasury management.
    • Accept special project assignments as assigned.
    • Community Involvement.

    Position Qualifications
    • Bachelor's Degree from an accredited university
    • Completion of a Commercial Credit Training Program
    • 7 years of experience in commercial or private lending
    • 7 years managing a portfolio of clients
    • 7 years of experience financial sales
    Costa Mesa
    8:00am - 5:00pm Monday - Friday
    Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

     

  • 1 Day Ago

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Private Banking Officer
  • COMERICA
  • Costa Mesa, CA FULL_TIME
  • Private Banking OfficerThe Private Banking Officer role will be responsible for new business development, portfolio management and underwriting to support the needs of the group and high net worth cli...
  • 12 Days Ago

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Director of Commercial (C&I) Banking - Orange County, CA market
  • Opportunities
  • Irvine, CA FULL_TIME
  • The Director of Commercial Banking for our Orange county, CA market is responsible for implementing sales strategy in support of bank goals as well as effectively managing a team of Relationship Manag...
  • 6 Days Ago

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Director of Commercial (C&I) Banking - Orange County, CA market
  • Pacific Premier Bank
  • Irvine, CA FULL_TIME
  • DescriptionThe Director of Commercial Banking for our Orange county, CA market is responsible for implementing sales strategy in support of bank goals as well as effectively managing a team of Relatio...
  • 1 Month Ago

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Social Media Specialist
  • A private party
  • Newport, CA FULL_TIME,CONTRACTOR
  • About us We are a volleyball centric group in Newport Beach, CA. ```Overview: We are seeking a talented and creative Social Media Specialist to join our team. As a Social Media Specialist, you will be...
  • 12 Days Ago

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BBG Associate, Relationship Officer-Newport Beach
  • Sumitomo Mitsui Banking Corporation (SMBC)
  • Newport, CA FULL_TIME
  • ABOUT THE ORGANIZATIONSMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, whol...
  • 1 Day Ago

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0 Private Banking Director jobs found in Orange, CA area

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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 Habitat Restoration Specialist/Landscape Architect
  • Dudek
  • Mission Viejo, CA
  • Who We Are Dudek is a leading environmental, planning, and engineering firm that help public and private clients plan, d...
  • 3/28/2024 12:00:00 AM

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Examination Technician (12 Month Roster)
  • Department Of The Treasury
  • San Bernardino, CA
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNALTIONAL DIVISION? A description of the business units can be found at: http...
  • 3/26/2024 12:00:00 AM

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Private Wealth Advisor
  • GT Investment Management
  • Los Angeles, CA
  • Unhappy with your current RIA? Interested in higher payouts? Want access to a best-in-class, turnkey asset management pl...
  • 3/25/2024 12:00:00 AM

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Director, Strategy & Operations- Delivery (Remote)
  • WeedMaps
  • Irvine, CA
  • **Director, Strategy & Operations- Delivery (Remote)** at Weedmaps Irvine, CA, Remote **Director, Strategy & Operations ...
  • 3/25/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$238,901 to $375,442
Orange, California area prices
were up 3.0% 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