Private Banking Director jobs in Oklahoma

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 Specialist 1
  • Arvest Bank
  • Edmond, OK FULL_TIME
  • Exempt: No

    Salary Grade: Grade 12

    Position location is flexible in the Edmond, OKC, Moore, and Norman, Oklahoma areas.

    Position is Monday through Friday 8 am to 5 pm with ability to work additional hours as needed.

    Summary:

    SUMMARY: The Private Banking Specialist 1 provides full service support to Private Banking customers and other team members within the Private Banking team. The incumbent provides a wide variety of bank products to customers with potential for multiple banking relationships. The Private Banking Specialist 1 primary focus is on providing deposit account support, however this position will also be able to provide consumer lending support to customers.

    ESSENTIAL DUTIES AND RESPONSIBILITIES could include the following. Other duties may be assigned.

    • Deliver consistent exceptional customer service by displaying sincere, outgoing, and aggressive friendliness. Smiling, acknowledging every customer, introducing yourself, making eye contact, and thanking the customer are all examples.
    • Contribute in the achievement of branch sales goals by aggressively selling products to new and existing customers by identifying problems, needs, and opportunities.
    • Recognize selling opportunities and effectively cross-sell bank products and services.
    • Handle deposit account requests such as opening and closing accounts and maintenance/change. Demonstrate knowledge of policies and procedures, compliance, and applicable systems.
    • Answer questions concerning accounts, loans, statements, etc., including but not limited to assisting customers with deposit risk management and day-to-day banking business.
    • Complete customer financial profiles to support private banking qualifications have been met in accordance to policy.
    • Assist customer with the application process and close loans according to internal policies and procedures.Coordinate loan requests and process through the Centralized Loan Underwriting department or other designated department as required for the various types of loan requests.
    • At least annually, obtain the necessary documentation to support ongoing technical exceptions in the loan files.This is required in order to protect the bank’s security interests in the collateral and document the loan file as needed for outstanding loans.
    • Maintain in-depth knowledge of products and services, including digital services and delivery options. Support customer usage of products and services that will provide the services they need in the manner most convenient for them. Maintain in-depth knowledge of competitors’ products, practices, facilities, and prices in order to effectively sell bank products.
    • Participate in private banking business development program to fully service customers as needed.
    • Acknowledge customer complaints and follow policy and procedures for reporting purposes.
    • Perform duties of Teller and/or Administrative Assistant 1 as needed.Successful completion of teller school or previous teller experience will apply to perform these duties.Maintain and balance cash drawer following established guidelines.
    • Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.

    TEAM ACCOUNTABILITIES:

    • Cross-sell other services of the bank.
    • Support and uphold the Arvest Mission Statement.
    • Uphold the Arvest Code of Ethics and ensure that confidential information is safeguarded.
    • Maintain a high level of cooperation and rapport with all associates
    • Formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.
    • Promote professionalism at all times.


    Responsibilities:

    QUALIFICATION REQUIREMENTS:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    EDUCATION and/or EXPERIENCE:

    • High school diploma or general education degree (GED) required.
    • 1 year experience as a Loan Assistant, FSR or equivalent related experience required.
    • 3 years previous banking experience required.
    • Current NMLS SAFE Act Registration or the ability to be registered within 30 days required.
    • Successful completion Fundamentals of Lending preferred.
    • Arvest experience preferred.

    OTHER SKILLS AND ABILITIES:

    • Must be able to arrive at work on time, work on site and have regular work attendance
    • Must be able to work cooperatively with other co-workers regardless of personality, presence or communication style
    • Must be able to provide cordial customer service regardless of customer personality, presence or communication style
    • Must be able to perform several tasks at once and be highly organized
    • Must be able to work in a stressful atmosphere
    • Must be able to rotate job tasks
    • Must be able to occasionally work overtime
    • Must be able to greet others cordially
    • Must be able to coordinate multiple and changing priorities
    • Must be able to verbally communicate with all other associates
    • Must be able to operate telephone, copier and FAX machines
    • Must be able to move from department to department or bank to bank to attend meetings
    • Must be able to operate personal computer keyboard in order to create reports, schedules and other appropriate documentation

    PHYSICAL DEMANDS:

    The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    While performing the duties of this job, the associate is regularly required to stand, walk, sit, and to talk and hear. The associate must occasionally reach with hands and arms; stoop, kneel, or crouch.

    The associate may occasionally be required to lift or move up to 25 pounds.

    Specific vision abilities required by this job include close, distance and color vision and the ability to adjust focus.

    WORK ENVIRONMENT:

    The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

    The noise level in the work environment is usually moderate.

  • 8 Days Ago

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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...
  • 23 Days Ago

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Private Banking Advisor
  • Arvest Bank
  • Edmond, OK FULL_TIME
  • Pay is based on a number of factors including the successful candidate’s job-related knowledge and skills, qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, includ...
  • 1 Month Ago

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Real Estate Director of Operations
  • PLACE Real Estate (Private Job Board)
  • Norman, OK FULL_TIME
  • Director of Operations Your Opportunity: You have the opportunity to be surrounded by, learn from and grow with the top 1% of real estate professionals in North America. Come grow with us as our Direc...
  • 1 Month Ago

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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 ...
  • 30 Days 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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Investment Banking Associate, Leveraged Finance
  • Jefferies
  • New York, NY
  • Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, i...
  • 4/19/2024 12:00:00 AM

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Chief Strategy and Growth Officer
  • DignityMoves
  • DignityMoves - Chief Strategy & Growth Officer Dignity Moves seeks an individual who can operate at start-up speed and e...
  • 4/19/2024 12:00:00 AM

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Director of Treasury
  • Octagon Professional Recruiting | Octagon Financial Consulting | Octagon Executive Search
  • Fort Lauderdale, FL
  • **** NEWLY created Treasury role with this growing, multi-location, PE owned Services company **** LOCAL or currently re...
  • 4/19/2024 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...
  • 4/19/2024 12:00:00 AM

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Wealth Management Client Services and Marketing Administrator
  • Trax Wealth Management, Inc.
  • San Diego, CA
  • Trax Wealth Management is a private wealth management firm looking to hire a Wealth Management Client Service and Market...
  • 4/19/2024 12:00:00 AM

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Account Executive - Virtual Data Room Sales
  • Donnelley Financial Solutions (DFIN)
  • Location: Required travel within Northwest territory including San Francisco Bay. About Venue: Venue, our virtual data r...
  • 4/19/2024 12:00:00 AM

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Senior Investment Analyst
  • Liberty University
  • Lynchburg, VA
  • Korn Ferry has partnered with our client on their search for the role, Senior Investment Analyst. Purpose of the Positio...
  • 4/19/2024 12:00:00 AM

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Attorney - Financial Services
  • MUFG Investor Services, U.S.
  • Dallas, TX
  • Position: Associate General Counsel, Associate Director Location: Dallas (Hybrid/Remote – the highly preferred candidate...
  • 4/19/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$198,615 to $312,134

Private Banking Director in Colorado Springs, CO
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Private Banking Director in Saint Cloud, MN
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Private Banking Director in Chillicothe, OH
Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments.
December 02, 2019