Private Banking Manager jobs in Louisiana

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)

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Commercial and Private Banking Associate
  • RESOURCE BANK
  • Covington, LA FULL_TIME
  • RESOURCE BANK

    Commercial and Private Banking Associate


    Position Summary:

    This position reports to the Commercial and Private Banking Officer or Senior Commercial and Private Banking Officer/Market Leader and is responsible for managing the loan and deposit portfolio developed by the officer as well as assisting others in the department, including the Commercial and Private Banking Officers and Manager.

    Essential Functions:

    • Manage customer portfolios.
    • Maintain customer confidentiality at all times.
    • Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
    • Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
    • Be well versed on all banking products to answer client questions, and explain available services.
    • Contact clients with maturing CD’s to ensure retention.
    • Investigate electronic banking issues and provide assistance, if possible, or refer to appropriate bank personnel for correction.
    • Adhere to all bank policies and compliance standards.
    • Assisting others in department with workflow as deemed appropriate by manager.
    • Manage daily overdrafts for department and make recommendations to officer for disposition, depending on position level.
    • Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
    • Assist with or handle the preparation of all materials needed to initiate lending transactions.
    • Complete and retains all compliance-related documents, especially as related to flood, RESPA, HMDA and all other regulatory requirements.
    • Assist with or manage and clear exceptions, depending on position level.
    • Assist with or manager past due loans, depending on position level.
    • Run credit reports.
    • May prepare loan vouchers and supporting documentation to present loan package for approval.
    • May attend loan closings to represent Resource Bank.
    • Sign official checks, depending on position level.
    • Analyze and make recommendation for lending below certain amounts, depending on position level.
    • Administrative support as directed by Officer.
    • Responsible for marketing Resource Bank in the public arena through personal and professional contacts.
    • Other duties necessary to maintain an efficient department.
    • All other duties assigned.

    Skills and Abilities:

    • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
    • Speaking - Talking to others to convey information effectively.
    • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
    • Mathematics - Using mathematics to solve problems.
    • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
    • Ability to multitask.
    • Ability to work independently.
    • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
    • Team Skills – strong ability to work in a team environment and reach goals collectively.

    Competencies:

    • Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
    • Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
    • Speech Clarity - The ability to speak clearly so others can understand you.
    • Speech Recognition - The ability to identify and understand the speech of another person.
    • Near Vision - The ability to see details at close range (within a few feet of the observer).
    • Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.

    • Advancement Oriented – The willingness to learn and advance skills through education and training sessions.

    Experience and Education:

    Associates degree preferred but a combination of education and work experience will be considered. High School Diploma (or GED or High School Equivalence Certificate) required. Over 1 years of banking/lending support experience preferred. Will consider previous branch banking experience as acceptable.


    Resource Bank strives to be the employer of choice - EEO\Minority\Female\Vets\Disabled

  • 10 Days Ago

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Associate, COO Office, Private Banking
  • Standard Chartered Bank
  • Central, LA FULL_TIME
  • Job Description The Role Responsibilities As part of the Private Banking Client Experience Team in GCNA, this role is responsible to enable the Front Office to deliver first-class experience for our P...
  • 21 Days Ago

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Banking Center Manager
  • First Horizon
  • Orleans, LA FULL_TIME
  • Summary The Banking Center Manager manages all banking center employees and supervises day-to-day operations of the banking center while ensuring safety, operational soundness and excellent service le...
  • 19 Days Ago

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Banking Center Manager
  • First Horizon
  • Covington, LA FULL_TIME
  • Summary The Banking Center Manager manages all banking center employees and supervises day-to-day operations of the banking center while ensuring safety, operational soundness and excellent service le...
  • Just Posted

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Banking Center Manager
  • Red River Bank
  • Metairie, LA FULL_TIME
  • SummaryEfficiently and effectively manage all aspects of branch operations by performing the following duties personally or through subordinates.Essential Duties and Responsibilities include the follo...
  • 1 Month Ago

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Site Manager
  • Site Manager
  • Baton Rouge, LA FULL_TIME
  • RICOH IS LOOKING FOR A SITE MANAGER IN BATON ROUGE! We are seeking a highly motivated and experienced Site Manager to oversee the operations of our property. As a Site Manager, you will be responsible...
  • 13 Days Ago

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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

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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

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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

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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

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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

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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

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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

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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

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$169,720 to $241,681

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