Private Banking Director jobs in the United States

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
  • 17 Days Ago

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Investment Banking Managing Director
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Opportunistic nationally, but preferred locations include Chicago, Omaha and Denver. WHO WE ARE Bridgepoint Investment Banking is not an old school, antiquated investment bank. We’re next gen – impact...
  • 19 Days Ago

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Director of Marketing and TLL Thought Leader Liaison
  • Private
  • Princeton, NJ FULL_TIME
  • The Associate Director, Thought Leader Liaison (TLL) will help support the growth of our Oncology Portfolio by identifying market needs and opportunities. The Associate Director, TLL is an exceptional...
  • 13 Days Ago

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Director of Customer Service Marketing and TLL PHARMACEUTICAL INDUSTRY
  • Private
  • Philadelphia, PA FULL_TIME
  • The Associate Director, Thought Leader Liaison (TLL) will help support the growth of our Oncology Portfolio by identifying market needs and opportunities. The Associate Director, TLL is an exceptional...
  • 13 Days Ago

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Director of Customer Service Marketing and TLL PHARMACEUTICAL INDUSTRY
  • Private
  • Philadelphia, PA FULL_TIME
  • The Associate Director, Thought Leader Liaison (TLL) will help support the growth of our Oncology Portfolio by identifying market needs and opportunities. The Associate Director, TLL is an exceptional...
  • 13 Days Ago

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Managing Director
  • Bridgepoint Investment Banking
  • Omaha, NE FULL_TIME
  • Opportunistic nationally, but preferred locations include Chicago, Omaha, Denver and Dallas/Austin. WHO WE AREBridgepoint Investment Banking is not an old school, antiquated investment bank. We’re nex...
  • 9 Days Ago

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Director, Operational Excellence
  • Commercial Vehicle Group Inc.
  • New Albany, OH
  • Director, Operational Excellence #24-0039{{jcity}}{{jstate}}Operations/ProductionPosition TypeFull-timeJob DescriptionPo...
  • 4/24/2024 12:00:00 AM

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Sr Financial Analyst
  • quantum-health
  • Dublin, OH
  • Description Location: This position is located at our Dublin, OH campus with hybrid flexibility. Who we are Founded in 1...
  • 4/23/2024 12:00:00 AM

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Head of Fund Administration and CFO for First Eagle Funds
  • First Eagle Investment Management
  • Columbus, OH
  • Head of Fund Administration and CFO for First Eagle Funds First Eagle is an independent, privately owned investment mana...
  • 4/23/2024 12:00:00 AM

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Assistant Project Manager
  • 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...
  • 4/22/2024 12:00:00 AM

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Chief Information Security Officer (CISO)
  • Bread Financial Holdings, Inc.
  • Columbus, OH
  • Every career journey is personal. That's why we empower you with the tools and support to create your own success story....
  • 4/21/2024 12:00:00 AM

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Assistant Project Manager
  • 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...
  • 4/21/2024 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...
  • 4/20/2024 12:00:00 AM

Income Estimation for Private Banking Director jobs
$214,718 to $337,442