Private Banking Manager jobs in Monterey, CA

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)

U
Business Banking Relationship Manager
  • U.S. Bank National Association
  • Hollister, CA FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

    Job Description

    Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals.

    They do this by approaching each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.

    They also have access to an expansive set of products and solutions to better serve our business clients today and into the future.

    Strong client relationships are based on trust, assessing and attending to clients’ banking needs, obtaining and processing client and account information, educating clients on available deposit and loan products and services, and recommending financial solutions based on each client’s unique goals and needs.

    U.S. Bank Business Banking Relationship Managers are the primary advisor for our business clients and are responsible for building, developing, and managing new and existing relationships with business clients and delivering financial expertise and client-centric solutions that build strong, long-term relationships.

    Basic Qualifications
    - Bachelor's degree, or equivalent work experience
    - Five to seven years of relevant experience

    Preferred Skills/Experience

    - Prior Commercial & Industrial experience

    - Experience working with SBA clients and prospects
    - Experience managing complex credit structures and loan requests larger than $2.5MM
    - Experience working with operating companies up to $25MM in annual revenue

    - Proven success developing new business and COIs

    - Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
    - Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
    - Demonstrated knowledge of commercial credit and credit quality
    - Agile and innovative approach to problem solving and decision making
    - Excellent verbal and written communication and presentation skills
    - Ability to work effectively with individuals and groups across the company to manage customer relationships
    - Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts

    Location:
    The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

    Benefits: 

    Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

    • Healthcare (medical, dental, vision)

    • Basic term and optional term life insurance

    • Short-term and long-term disability

    • Pregnancy disability and parental leave

    • 401(k) and employer-funded retirement plan

    • Paid vacation (from two to five weeks depending on salary grade and tenure)

    • Up to 11 paid holiday opportunities

    • Adoption assistance

    • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

    EEO is the Law

    U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.  

    E-Verify

    U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $114,325.00 - $134,500.00 - $147,950.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.
  • 10 Days Ago

W
Vice President, Commercial Banking
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: Vice President, Commercial Banking Location: Carmel Valley What you'll do: The position of Commercial Banker is responsible for identifying a target market for new business and subsequently...
  • 1 Month Ago

C
Medical Surgical (ED) RN 87881
  • Cephas Consultancy Services Private Limited
  • King, CA FULL_TIME
  • TITLE: Medical Surgical (ER) RNSHIFT: VariedSTART DATE: TBDLOCATION: King City, CA REQUIREMENTS:Graduate of an Accredited school of nursing1 years of recent acute care experience6 months of recent exp...
  • 4 Days Ago

M
RN - Private Duty Nursing
  • Maxim Healthcare Services
  • Monterey, CA OTHER,FULL_TIME
  • Salary: $40 - $65 / per hourMaxim Healthcare Services is seeking a Registered Nurse (RN) to assume responsibility and accountability for the application of the nursing process and the delivery of pati...
  • Just Posted

D
Private Wealth Client Associate
  • Disability Solutions
  • by, CA FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 23 Days Ago

I
Private Swim Instructor
  • InstaSwim
  • Chualar, CA PART_TIME,CONTRACTOR,FULL_TIME
  • InstaSwim is looking to hire professional and experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location & Surrounding cities! W...
  • 2 Months Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Private Banking Manager jobs found in Monterey, CA area

N
Financial Advisor Launch Program
  • Northwestern Mutual
  • Monterey, CA
  • BEGIN YOUR PROFESSIONAL DEVELOPMENT WITH NORTHWESTERN MUTUAL'S FINANCIAL ADVISOR LAUNCH PROGRAM One of America’s Top 25 ...
  • 4/18/2024 12:00:00 AM

N
Financial Advisor Launch Program
  • Northwestern Mutual
  • Monterey, CA
  • BEGIN YOUR PROFESSIONAL DEVELOPMENT WITH NORTHWESTERN MUTUAL'S FINANCIAL ADVISOR LAUNCH PROGRAM One of Americas Top 25 i...
  • 4/18/2024 12:00:00 AM

M
Executive Director
  • MHCAN
  • Santa Cruz, CA
  • JOB DESCRIPTION Position Title: Peer Run Drop In Executive Director Reports to: MHCAN Board of Directors If you are inte...
  • 4/17/2024 12:00:00 AM

W
Associate Personal Banker - Roving 101/152 Corridor District
  • WELLS FARGO BANK
  • Hollister, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/15/2024 12:00:00 AM

U
Assistant Branch Manager & Management Hire
  • Under Armour
  • Watsonville, CA
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

W
Associate Personal Banker - Roving 101/152 Corridor District
  • WELLS FARGO BANK
  • Watsonville, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 4/14/2024 12:00:00 AM

E
Financial Advisor - Salinas, CA - Area 20, Region 067
  • Edward Jones
  • Salinas, CA
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 9/28/2023 12:00:00 AM

E
Financial Advisor - Watsonville, CA - Market 31, Region 067
  • Edward Jones
  • Watsonville, CA
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 9/28/2023 12:00:00 AM

Founded on June 3, 1770, Monterey (Spanish: Monterrey) was the capital of Alta California under both Spain and Mexico until 1850. Monterey hosted California's first theater, public building, public library, publicly funded school, printing press, and newspaper. Monterey was the only port of entry for taxable goods in California. In 1846, the U.S. flag was raised over the Customs House, and California became part of the United States after the Mexican–American War. The city is located in Monterey County in the U.S. state of California, on the southern edge of Monterey Bay on California's Cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$198,574 to $282,759
Monterey, California area prices
were up 2.5% from a year ago

Private Banking Manager in Chicago, IL
A wealth manager for high net-worth individuals and families, needs to learn how to identify and analyze challenges these clients face, and understand how to develop specific strategies to minimize tax, monetize and protect assets, maximize growth and transfer wealth.
December 16, 2019
Private Banking Manager in Rockford, IL
That’s why the RBC Private Banking model provides you with a private banker, supported by a dedicated private banking associate and a manager of credit structures.
November 27, 2019
Private Banking Manager in Rock Hill, SC
And Europe cracked down on tax evasion, driving clients to pull tens of billions of dollars out of Switzerland and forcing private banks there to seek new pockets of wealth.
January 01, 2020