Private Banking Director jobs in Costa Mesa, 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.

     

  • 23 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...
  • 13 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...
  • 28 Days 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...
  • 1 Month Ago

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Banking Supervisor
  • FirstService Residential
  • Irvine, CA FULL_TIME
  • Job Summary Interact closely with on-site managers and boards, Client GL Accountants, and AP/AR departments to ensure all the associations managed by FirstService Residential receive superior, special...
  • 2 Days Ago

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Banking Coordinator
  • FirstService Residential
  • Irvine, CA FULL_TIME
  • Job Overview: The Banking Coordinator provides treasury and banking support for our homeowner's association. This includes depositing payments received for homeowner accounts and other misc. payments,...
  • 6 Days Ago

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0 Private Banking Director jobs found in Costa Mesa, CA area

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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...
  • 4/19/2024 12:00:00 AM

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Associate Director, Data Transformation - Asset Management Firm
  • Recruiting Resources, Inc.
  • Los Angeles, CA
  • Global investment management firm is searching for an Associate Director, Data Transformation to join the Data Transform...
  • 4/19/2024 12:00:00 AM

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Associate Director, Data Transformation
  • Apollo
  • El Segundo, CA
  • Position Overview Apollo Insurance Solutions Group ("AISG"), part of Apollo Global Management, is searching for an Assoc...
  • 4/19/2024 12:00:00 AM

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Clinical Supervisor (RN) - Surgery - Full Time Days
  • Universal Health Services
  • Wildomar, CA
  • Responsibilities Southwest Healthcare Inland Valley Hospital in Wildomar, California, is a licensed 122-bed facility acc...
  • 4/18/2024 12:00:00 AM

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Controller
  • StaffingForce
  • Compton, CA
  • Job Description Job Description Business Summary: With more than 25 years of experience, our client has built a reputati...
  • 4/17/2024 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...
  • 4/16/2024 12:00:00 AM

Costa Mesa (/ˌkoʊstə ˈmeɪsə/) is a city in Orange County, California. Since its incorporation in 1953, the city has grown from a semi-rural farming community of 16,840 to a primarily suburban and edge city with an economy based on retail, commerce, and light manufacturing. The population was 109,960 at the 2010 United States Census. Costa Mesa is located 37 miles (60 km) southeast of Los Angeles, California, 88 miles (142 km) north of San Diego, California and 425 miles (684 km) south of San Francisco, Costa Mesa encompasses a total of 16 square miles (41 km2) with its southernmost border only...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$237,479 to $373,211
Costa Mesa, 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