Private Banking Director jobs in Santa Rosa, 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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Director of Private Events
  • The Charter Oak
  • Saint Helena, CA FULL_TIME
  • DIRECTOR OF EVENT SALES

    JOB DESCRIPTION:

    We are currently looking for an experienced, professional, Director of Events Sales to generate new client relationships and grow event sales both on and offsite for The Charter Oak.

     

    Responsibilities, include but are not limited to:

    • Managing private events budget and sales financials to ensure deposits are tracked, received, and processed in a timely manner.
    • Builds and maintains local and regional relationships within network for private events.
    • Communicates regularly with potential new clients, providing information on our private event spaces, site tours, cost estimates, proposals, and contracts.
    • Performs regular outreach to local community and industry professionals to build relationships and updates on new event offerings at The Charter Oak.
    • Coordinates the execution of restaurant buyouts and private parties, working closely with the client’s event planner, Charter Oak service management and culinary team to ensure exceptional experiences for our guests.
    • Facilitates offsite events, coordinating with the culinary and service teams on rental items, team transportation, and any additional third-party vendors.
    • Answers daily phone-calls for the restaurant, including but not limited to general inquiries, private event inquiries, reservation requests, food related questions, etc.
    • Building private event infrastructure and SOPs, working closely across departments to ensure cohesive systems that can be executed for various private event structures
    • Updates private event marketing collateral with regular pricing changes, additional service offerings, and new imagery.
    • Identify opportunities for new business that will lead to increased sales, such as upselling services or products to existing events/clients.
    • Develop and qualify leads through strong networking efforts and maintain well-established connections in the Bay Area.
    • Strong initiative to create and implement strategies for business development

     

    Requirements

    • 4 years’ experience in sales, operations, marketing, relationship building and high-touch customer service
    • 4 years’ experience in hospitality-related role
    • Degree in sales or marketing from a 4-year accredited college is preferred
    • Works well independently and in team environments
    • Proficient in reservation software programs such as RESY, Tock, Toast, AllSeated, etc. or quick to learn these programs
    • Independently motivated, has strong team working skills, good at multitasking, setting, and attaining long-term goals, and has the ability to prioritize and work well under pressure
    • Strong relationships within the Napa Valley community
    • Proficient in contract negotiations
    • Strong financial knowledge and tracking, proficient use of Microsoft Suite software is a must
    • Existing relationships and experience working with third party vendors
  • 1 Day Ago

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Unarmed Security Guard
  • Four Iron Private Security
  • Santa Rosa, CA FULL_TIME
  • Overview:We are seeking a diligent and observant individual to join our team as an Unarmed Security Guard specializing in monitoring surveillance cameras and conducting regular foot patrols. The prima...
  • 4 Days Ago

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Flex/On-Call Armed Patrol Security Officer - Day, Swing and Grave
  • SOCO PRIVATE SECURITY, INC.
  • Santa Rosa, CA FULL_TIME,PART_TIME
  • SOCO PRIVATE SECURITY, "The New Breed in Security™,” is UNDER NEW MANAGEMENT and looking for a few good people to provide security officer services to our valued clients, throughout our service area i...
  • 8 Days Ago

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Endodontist
  • Private Dental Office
  • Calistoga, CA OTHER
  • Overview Private practice in Calistoga, CA is now accepting applications for a part-time Endodontist to treat a great community of patients! High volume practice with a great referring relationship aw...
  • 2 Months Ago

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Banking Customer Service
  • Veear Projects Inc.
  • Saint Helena, CA CONTRACTOR
  • Required: Need someone with customer service/client support/customer-facing experience. Providing support to clients across different areas such as general bank transactions, operational issues, and o...
  • 1 Month Ago

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Private Duty Caregiver
  • Blize Healthcare
  • Santa Rosa, CA PART_TIME
  • PLEASE READ THE FULL JOB DETAILS BEFORE APPLYING We are currently seeking a part time professional caregiver for our patients. Company Overview:We offer a comprehensive care program to each of our pat...
  • 2 Months Ago

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0 Private Banking Director jobs found in Santa Rosa, CA area

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Director of Loss Control & Risk Management
  • Tangram
  • Petaluma, CA
  • OVERVIEW: This is a full-time position responsible for designing, implementing, and administrating Risk Management and L...
  • 5/10/2024 12:00:00 AM

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Associate Financial Advisor
  • Edward Jones
  • Healdsburg, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 5/9/2024 12:00:00 AM

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Assoc. Financial Service Representative
  • Travis Credit Union
  • Napa, CA
  • **Description** **Job Description: MWF and Sat (37 hours/week)** **Summary:** Travis Credit Unions (TCU) Financial Servi...
  • 5/8/2024 12:00:00 AM

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Assistant Branch Manager
  • Restaurant Depot
  • Rohnert Park, CA
  • Assistant Branch Manager FULL-TIME $32/hr This is a salaried role starting at $66,560 - $72k, depending on experience. T...
  • 5/6/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Healdsburg, CA
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 5/6/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Sonoma, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/28/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Santa Rosa, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/26/2024 12:00:00 AM

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Associate Financial Advisor
  • Edward Jones
  • Healdsburg, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/12/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 41.50 sq mi (107.5 km2), of which 41.29 sq mi (106.9 km2) is land and 0.205 sq mi (0.5 km2) (0.49%) is water. The city is part of the North Bay region, which includes such cities as Petaluma, Rohnert Park, Windsor, and smaller cities as Sonoma, Healdsburg, Sebastopol. It lies along the US Route 101 corridor, approximately 55 miles (89 km) north of San Francisco, via the Golden Gate Bridge. Santa Rosa lies on the Santa Rosa Plain. The city's eastern extremities stretch into the Valley of the Moon, and the Sonoma Creek wa...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$237,782 to $373,694
Santa Rosa, California area prices
were up 2.5% 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