Private Banking Manager jobs in North Carolina

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

O
Private Banking Officer
  • Opportunities at Towne
  • Cary, NC FULL_TIME
  • TowneBank has a culture that:

    • Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community.
    • Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.

    Essential Responsibilities:

    • Be proactive in business development by engaging with prospective private banking members and inviting them to join TowneBank Private Banking as their primary bank.
    • Be deposit driven with core relationship development focus and trusted advisor competencies to understand and discover complex needs and dynamics of high net worth financial relationships.
    • Focus on bringing new private banking deposit relationships to the bank to meet minimum portfolio balances and complementing TFSG sales revenue objectives quickly, and within a stated period of time.
    • Service existing portfolio in a proactive manner (identify opportunities).  Retain and follow up with exquisite member service.
    • Work closely with the entire relationship team to ensure professional service levels are met with a high sense of urgency.
    • Share & leverage individual talents, creating a team environment and reputation that the marketplace views as superior; always protecting and operating in the spirit of our TowneBank brand.
    • Properly maintain all relationship files, keeping them current from exceptions and updated communication.
    • Partner with appropriate teammates and outside resources, as needed, to understand, anticipate and respond to all member needs quickly.
    • Review, analyze and make decisions on requests from members for personal and small business credit needs.
    • Promote TowneBank within the community by serving on boards and networking organizations within the medical, legal and professional communities.
    • Represent the bank at sponsored community activities.
    • Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
    • Other duties as assigned.

    Minimum Required Skills & Competencies:

    • High sense of urgency and strong decision making abilities
    • Previous banking experience
    • Extensive knowledge of loan documentation and regulations
    • Proven business development and sales skills
    • Excellent communication skills and the ability to interact professionally
    • High degree of personal integrity
    • Goal oriented and self motivated
    • Broad knowledge of all bank products and bank affiliates with a strong ability to promote and cross-sell
    • Strong connections to and relationships with referral sources/center of influence in the market
    • Build strong and respectful team relationships; can delegate appropriately to support to create workflow and calling efficiencies

    Desired Skills & Competencies:

    • College degree in Business, Finance or Accounting
    • Background in Private Banking, Trust or related field
    • Retail and commercial lending experience
    • Local market experience
    • Proficient in proper account documentation, BSA requirements, research and resolution of complex issues
    • Ability to listen well, is resolution driven in a positive manner and multi-task daily
    • Proficient skills in Microsoft Word, Excel and Outlook

    Physical Requirements:

    • Express or exchange ideas by means of the spoken word via email and verbally
    • Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time
    • Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
    • Not substantially exposed to adverse environmental conditions.
    • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.
  • 1 Day Ago

T
RM Private Banking II
  • Texas Capital Bank
  • Four Oaks, NC FULL_TIME
  • Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experi...
  • 1 Day Ago

S
Model Risk Manager
  • Sumitomo Mitsui Banking Corporation
  • Charlotte, NC FULL_TIME
  • Overview SMBC is seeking a Model Risk Manager with strong quantitative background to join the Model Risk Governance Team within the Model Risk & Validation Group. The Model Risk Governance Team is res...
  • 24 Days Ago

P
Kitchen manager
  • Private Listing
  • Highlands, NC FULL_TIME
  • Prime dining llc has two restaurants opening this spring and another 2 in 2024. We are looking for chefs with an eye for detail in the fields of Steakhouse, Casual american fare and Lake front dining....
  • 1 Day Ago

U
Business Banking Portfolio Manager
  • United Bank
  • Wilmington, NC FULL_TIME
  • JOB SUMMARY: Responsible for underwriting small business loan requests to achieve efficiencies and quality of the process to enhance client experience. Primary performance responsibilities include ana...
  • 21 Days Ago

F
Banking Center Manager
  • First Horizon
  • Cary, NC FULL_TIME
  • If you’re a natural leader and want to lead a team at a strong company with exceptional support, then you’ll want to be one of our banking center managers! You will immerse yourself in the community, ...
  • 21 Days Ago

G
Investment Banking Senior Analyst
  • GrowthPoint Technology Partners
  • San Francisco, CA
  • GrowthPoint Technology Partners is a leading boutique technology investment bank looking for a talented individual to jo...
  • 3/29/2024 12:00:00 AM

G
Investment Banking Senior Associate
  • GrowthPoint Technology Partners
  • San Francisco, CA
  • GrowthPoint Technology Partners is a leading boutique technology investment bank looking for a talented individual to jo...
  • 3/29/2024 12:00:00 AM

A
Biotech / Biopharma Equity Analyst
  • Artia Global Partners LP
  • New York, NY
  • Artia Global Partners Overview Artia Global Partners LP is a multidisciplinary, healthcare focused investment firm. Arti...
  • 3/29/2024 12:00:00 AM

A
Financial Advisor
  • Albany Bank & Trust Co NA (Albank)
  • Chicago, IL
  • Position Title: Financial Advisor Reports To: Senior Vice President DESCRIPTION Albank Investments serves the financial ...
  • 3/29/2024 12:00:00 AM

H
Senior Treasury Analyst
  • H.I.G. Capital
  • Miami, FL
  • Firm Overview: H.I.G. Capital is a leading global private equity investment firm with $60 billion of assets under manage...
  • 3/29/2024 12:00:00 AM

S
Capital Markets Advisor
  • Sands Investment Group
  • Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking hig...
  • 3/29/2024 12:00:00 AM

H
Financial Planner-Paraplanner
  • HFM Wealth Management
  • Great career opportunity with well-established, independent, single-office, fee-only, 10-person registered investment ad...
  • 3/29/2024 12:00:00 AM

L
Food Sales Associate (Must speak French)
  • Lamex Foods, Inc
  • Bloomington, MN
  • We are seeking a Food Sales Trainee to join our team. This role will assist the Trading Managers with Sales of frozen pr...
  • 3/29/2024 12:00:00 AM

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$171,362 to $244,019

Private Banking Manager in Columbus, OH
That the largest financial institutions in the country, ones that gave birth to the concept of private banking, have distanced themselves from the term may appear to be a subtle shift, but it is symbolic of a much larger one happening across the private banking industry as institutions enter a new era.
January 12, 2020
Private Banking Manager in Anchorage, AK
Private banks and wealth management firms usually require a minimum balance.
December 02, 2019
Private Banking Manager in Troy, NY
Talk with us today to see how The Private Bank can help you.
December 18, 2019