Private Banking Director jobs in Baton Rouge, LA
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)
Recently Added Private Banking Director jobs
- First Horizon
-
Baton Rouge, LA
FULL_TIME
-
Location: On site, Essen Lane, Baton Rouge, LA
Summary
Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines.
Key Responsibilities Include
- Develops new relationships through:
- Calling on targeted potential clients to uncover prospect needs for products and services.
- Makes client focused recommends and product solutions.
- Assists clients with identifying the appropriate products and strategies to meet their individual needs.
- Finalizes, helps structure and close deals with a high rate of successful closure.
- Assists the client by providing financial status and financial goals to ensure the product and service offerings are in the customer’s best interest.
- Provides product informational and educational materials to the customer about financial products and services that will meet or exceed their needs (e.g. financial planning, investments, insurance, credit, market trends).
- Monitors customer information, product selections, financial plans and market trends to identify new customer needs and opportunities to retain and grow portfolio.
- Cross-sells retail and trust services such as credit cards, personal trusts, and investment, financial, and estate planning services.
- Ensures information requests are handled in accordance with departmental and company policies and procedures.
- Completes, passes and maintains an up to date status for all positional and company required compliance and regulatory courses by assigned due date(s).
- Performs all other duties as assigned
Qualifications Include
- High school diploma or GED
- 3-5 years of experience or an equivalent combination of education and experience
- Experience with Microsoft Outlook, Word, and Excel
About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. First Horizon has been recognized as one of the nation’s best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.Benefit Highlights
• Medical with wellness incentives, dental, and vision
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) with 6% match
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-BenefitsCorporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.Follow Us
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