Private Banking Director 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. Being a Private Banking Director develops strategies 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. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director 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. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Private Banking Service & Onboarding Manager - We are open to NH or MA for Office
Summary:
Supports the onboarding, nurture and servicing of the banks top clients as the operational and administrative support for the Private Banking Division as the lead of the Client Service & Onboarding Specialist team. Functions as a trusted advisor to banking clients providing solutions and delivering exceptional service. Works collaboratively with internal business partners to bring the entire banks capabilities to our clients. Oversees quality assurance and audit preparation for the Division.
This position will act as team lead in supporting the onboarding, servicing and growth of the banks top client portfolio. Key responsibilities include the following: Opening consumer and business accounts, account maintenance; wire transfers; onboarding basic treasury management services and online/mobile banking; setting up banking limits and triggers for escalation processes; Salesforce proficiency; oversight of the divisions quality assurance program, audit preparation, collaboration with internal audit, contributing to the divisions policy and procedure library, referring to business partners; facilitating appointment setting and document fulfillment; managing client needs at the request of the Private Banking Portfolio and Relationship Managers as assigned by the SVP, Team Lead, Private Banking.
Primary Responsibilities:
Onboarding new clients. Servicing of existing client needs. Operational support to Private Banking & Relationship Management Team. Quality assurance and audit preparation. Coaching members of the Client Service & Onboarding Specialist (CSOS) team. Education of Private Banking Clients. Tracking and documentation in Salesforce. Referrals and Reporting. Event planning. Family Office tasks as needed.
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