Private Banking Director jobs in Bartlesville, OK

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 Assistant
  • Barracuda Staffing & Consulting
  • Tulsa, OK FULL_TIME
  • We are currently looking to fill a Private Banking Assistant position with a local Tulsa bank.

    You will be responsible for answering client inquiries related to a variety of banking products, assisting bankers with lending questions and documentation, and providing exceptional client care. The ideal candidate will possess excellent oral and written communication skills, be able to multitask effectively, and create a warm and welcoming environment that makes clients feel valued and appreciated.

    Hours: M-F 8a-5p

    Pay: $20-$23/hr

    Benefits:

    • Competitive salary and performance-based bonuses.
    • Health, dental, and vision insurance.
    • Retirement savings plan (401k).
    • Paid time off and holidays.
    • Ongoing professional development and training opportunities.
    • A supportive and inclusive work culture.
    • Opportunities for career advancement within the organization.
    Key Responsibilities:

    • Client Support: Serve as a primary point of contact for clients, addressing inquiries and providing information on various banking products, (business checking, savings, CDs, IRA’s, ), treasury services, and account-related questions.
    • Banker Assistance: Collaborate with bankers to assist with lending questions, document preparation, and client interactions, ensuring a seamless and efficient client experience.
    • Documentation: Assist in the preparation, review, and organization of banking documents, including loan applications, account paperwork, and client correspondence.
    • Client Relations: Cultivate and maintain positive client relationships by consistently delivering outstanding service, demonstrating empathy, and providing timely responses to inquiries.
    • Multitasking: Efficiently manage multiple tasks, prioritize workload, and meet deadlines to ensure the smooth operation of the private banking department.
    • Client Engagement: Help create a warm, welcoming, and personalized environment that makes clients feel valued and important during their interactions with the bank.
    Requirements:

    • Bachelor's degree in finance, business, or a related field preferred.
    • Previous experience in banking, private banking, or financial services is a plus.
    • Excellent oral and written communication skills.
    • Strong interpersonal skills with a focus on client satisfaction.
    • Exceptional organizational and multitasking abilities.
    • Detail-oriented and committed to maintaining accurate records.
    • Proficiency in Microsoft Office Suite and banking software.
    • Ethical and trustworthy with confidential information.
    • Professional demeanor and a passion for delivering exceptional client service.
    • Ability to work independently and as part of a collaborative team.
  • Just Posted

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U.S Private Bank - Private Banker - Executive Director
  • JPMC Candidate Experience page
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 1 Month Ago

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U.S Private Bank - Private Banker - Executive Director
  • JPMorgan Chase
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 1 Month Ago

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Institutional Foodservice Worker
  • Private Company
  • Claremore, OK FULL_TIME
  • ROLE: FULL TIME FOOD SERVICE WORKER/SUPERVISOR IN A INSITUTIONAL SETTING MILITARY COOKING CULINARY SPECIALIST EXPEREINCE PREFERRED PRIMARY ROLE & RESPONSIBILITY: · Supervises inmates engaged in the pr...
  • 1 Month Ago

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ADvantage Case Manager
  • Tendercare Private Services
  • Vinita, OK FULL_TIME
  • A Path of Care Preferred Pathways of Vinita, OK is looking to hire a full-time ADvantage Case Manager for the Ardmore, OK area. Are you caring and empathetic while able to maintain appropriate profess...
  • 18 Days Ago

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Caregiver / Personal Care Assistant (PCA)
  • Tendercare Private Services
  • Antlers, OK PART_TIME
  • A Path of Care Preferred Pathways in Antlers, OK is looking to hire a part-time Caregiver / Personal Care Assistant (PCA). Are you respectful, discreet, and honest? Would you like to join a well-respe...
  • 1 Month Ago

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0 Private Banking Director jobs found in Bartlesville, OK area

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Financial Representative
  • Modern Woodmen of America
  • Bartlesville, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Bartlesville, OK
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/24/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Collinsville, OK
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Owasso, OK
  • The ideal candidate must reside in the state of Oklahoma. They will deliver personalized investment solutions to help cl...
  • 4/24/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Bartlesville, OK
  • Who we are:Named to Forbes’ list of World’s Best Insurance Companies for 2023 Modern Woodmen Fraternal Financial and MWA...
  • 4/23/2024 12:00:00 AM

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Financial Care Representative
  • Alorica
  • Owasso, OK
  • Job Description Job Description Position: Financial Care RepresentativeLocation: Tulsa, OKTerms: Full-timePay: $17.00/hr...
  • 4/23/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen Of America
  • Bartlesville, OK
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/21/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Bartlesville, OK
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 4/18/2024 12:00:00 AM

Bartlesville is a city mostly in Washington County in the U.S. state of Oklahoma. The population was 35,750 at the 2010 census, with a 2015 estimate of 36,595 according to the U.S. Census Bureau. Bartlesville is 47 miles (76 km) north of Tulsa and 18 miles (29 km) south of the Kansas border. It is the county seat of Washington County. The Caney River runs through Bartlesville. Bartlesville is the primary city of the Bartlesville Micropolitan area, which consists of Washington County and had a population of 52,021 in 2015. A small portion of the city is in Osage County. The city is also part o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$201,191 to $316,183
Bartlesville, Oklahoma area prices
were up 1.2% 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