Private Banking Manager jobs in Tulsa, OK

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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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.
  • 20 Days 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...
  • 9 Days Ago

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Advantage Case Manager
  • Excell Private Care Services
  • Tulsa, OK FULL_TIME
  • Accepting applications for Advantage Certified Case Managers with current certification Must already be Advantage certified This job is done remotely within the state of Oklahoma This position require...
  • 19 Days Ago

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Business Banking Relationship Manager/Senior Relationship Manager – Tulsa, OK
  • Bank of America
  • Tulsa, OK 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...
  • 3 Days 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...
  • 22 Days Ago

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Grounds Keeper
  • ParkLand Ventures, Inc. (MHP Manager LLC)
  • Pryor, OK PART_TIME
  • Local multi-family property is seeking a candidate to join our team as a Part-Time Property Grounds Keeper. This position will require approximately 25 hours of work per week. We are looking for excep...
  • 1 Month Ago

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0 Private Banking Manager jobs found in Tulsa, OK area

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Assistant Branch Manager
  • Tile Giant Ltd.
  • Tulsa, OK
  • You are here: > > Assistant Branch Manager * **Assistant Branch Manager** * Business: Travis Perkins * Sector: Branch Ma...
  • 4/16/2024 12:00:00 AM

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Transportation Specialist - PRN | Tulsa Rehab
  • PAM Health
  • Tulsa, OK
  • ** Transportation Specialist - PRN | Tulsa Rehab** **Job Category****:** Other **Requisition Number****:** TRANS010411 S...
  • 4/15/2024 12:00:00 AM

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LEAD SALES ASSOCIATE-PT
  • Dollar General
  • Tulsa, OK
  • Work Where You Matter: At Dollar General, our mission is Serving Others! We value each and every one of our employees. W...
  • 4/15/2024 12:00:00 AM

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Team Leader
  • Nicholsons
  • Tulsa, OK
  • Job title: Team Leader location: Stanley, County Durham, DH9 7YE Salary: Competitive plus benefits Contract: Permanent /...
  • 4/14/2024 12:00:00 AM

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Head of Retail Systems Burton-on-Trent
  • Greenekingpubs
  • Tulsa, OK
  • **Head of Retail Systems** **Share this role** * Email **Head of Retail Systems** **We operate Agile Working, we would l...
  • 4/14/2024 12:00:00 AM

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ASST STORE MGR
  • Dollar General
  • Tulsa, OK
  • Work Where You Matter: At Dollar General, our mission is Serving Others! We value each and every one of our employees. W...
  • 4/14/2024 12:00:00 AM

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Bank Chef
  • Ramsayhealth
  • Tulsa, OK
  • ** Bank Chef Berkshire Independent Hospital** **Job reference:** 011177 **Location:** Berkshire Independent Hospital **C...
  • 4/13/2024 12:00:00 AM

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Transportation Specialist - PRN - Tulsa Rehab
  • PAM Health
  • Tulsa, OK
  • ** Transportation Specialist - PRN - Tulsa Rehab** **Job Category****:** Other **Requisition Number****:** TRANS010411 S...
  • 4/12/2024 12:00:00 AM

Tulsa is located in the northeastern corner of Oklahoma, 99 miles (159 km) northeast of Oklahoma City; situated between the edge of the Great Plains and the foot of the Ozarks in a generally forested region of rolling hills. The city touches the eastern extent of the Cross Timbers, an ecoregion of forest and prairie transitioning from the drier plains of the west to the wetter forests of the east. With a wetter climate than points westward, Tulsa serves as a gateway to "Green Country", a popular and official designation for northeast Oklahoma that stems from the region's green vegetation and r...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$169,235 to $240,982
Tulsa, Oklahoma area prices
were up 1.2% from a year ago

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