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)
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.
Responsibilities:
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