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Alternate job titles: Director of High Net Worth Client Banking

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. Develops strategy 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. May act as a consultant for high value or complex credit decisions. Requires a more...



Alternate job titles: Manager of High Net Worth Client Banking

Manages a team of private banking officers who are responsible for individuals with high net-worth. Responsibilities include overseeing maintenance of the private banking officers' deposit and loan volume and ensuring policies and procedures are met. Acts as an advisor for complex credit decisions. Ensures that existing client relationships are sustained and nurtured. Mentors and trains team. Typically requires a bachelor's degree. Typically reports to a head of unit or department. Typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provide more...


Alternate job titles: Private Banking Director

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 more...


Alternate job titles: Entry Private Banker

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited com more...



Alternate job titles: Intermediate Private Banker

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Gains exposure to some of the complex ta more...


Alternate job titles: Senior Private Banker

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Typically requires a bachelor's degree. Typically reports to a manager. Contributes to moderately complex aspects of a project more...



Alternate job titles: Private Banker I

The Entry Private Banker develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Being an Entry Private Banker achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as advisor, providing financial research and information. In addition, Entry Private Banker typically requires a bachelor's degre more...


Alternate job titles: Private Banker II

The Intermediate Private Banker develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Being an Intermediate Private Banker achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as advisor, providing financial research and information. In addition, Intermediate Private Banker typically requir more...


Alternate job titles: Private Banker III

The Senior Private Banker develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Being a Senior Private Banker achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as advisor, providing financial research and information. In addition, Senior Private Banker typically requires a bachelor's deg more...



Alternate job titles: Banking Regulatory Compliance Director | Compliance/Policy Director

Has overall responsibility for ensuring organizational compliance with the Bank Secrecy Act (BSA), USA Patriot Act, and other Anti-Money Laundering (AML) regulations. Develops and implements strategies, policies, and procedures for minimizing loss and reducing risk from fraud and other illegal acts. Makes modifications to loss reduction strategy based on changing fraud patterns. Prepares reports for top management on loss incidents and resulting corrective actions. Requires a bachelor's degree. Typically reports to top management. Manages a departmental sub-function within a broader department more...


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