The Manager of High Net Worth Client Banking responsibilities include overseeing maintenance of the private banking officers' deposit and loan volume and ensuring policies and procedures are met. Manages a team of private banking officers who are responsible for individuals with high net-worth. Being a Manager of High Net Worth Client Banking ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. In addition, Manager of High Net Worth Client Banking mentors and trains team. Typically requires a bachelor's degree. Typically reports to a head of unit or department. The Manager of High Net Worth Client Banking 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. Working as a Manager of High Net Worth Client Banking typically requires 3+ years of managerial experience.
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The Director of High Net Worth Client Banking 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. Oversees all aspects of private banking activities that service the needs of high net-worth clients. Being a Director of High Net Worth Client Banking implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Develops strategy and objectives that include deposit and loan volume goals and effective marketing plans. In addition, Director of High Net Worth Client Banking may act as a consultant for high value or complex credit decisions. Requires a bachelor's degree. Typically reports to top management. The Director of High Net Worth Client Banking 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. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. Working as a Director of High Net Worth Client Banking typically requires 5+ years of managerial experience.
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Branch Manager manages a retail banking branch office that develops and grows customer relationships, promotes products and services, and delivers efficient operations. Oversees daily branch opening, closing, customer service, transaction processing, and reconciliation tasks and activities. Being a Branch Manager schedules, manages, and trains branch staff to maintain the required service coverage. Ensures staff understands and follows all company policies and procedures to maintain required security, operational, and service quality standards. Additionally, Branch Manager is accountable for financial, operational, and customer satisfaction goals for the branch. Resolves escalated customer or operations issues. Coordinates with other bank teams to promote products and represent the bank in the community. May require a bachelor's degree. Typically reports to a group or regional branch manager. The Branch Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Branch Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes.