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)
County National Bank (CNB) is an independent, locally-owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking, and provide outstanding customer service and solid financial
We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.
CNB is looking for a qualified, motivated, and customer- and team-focused individual to join our team as Private Banking Officer for our locations in Hillsdale County.
JOB SUMMARY
This position has extensive interaction with high-net-worth bank customers and prospects requiring tact and persuasiveness in presenting the bank’s position. Regular interaction with bank customers and prospects in social settings requiring sophistication to represent the bank positively within the communities we serve. This position is responsible for the growth and business development of account relationships with professionals and their businesses including but not limited to medical, dental, law, accounting and construction, as well as persons with significant wealth. This individual will actively refer clients to County National Bank’s Wealth Management Department. The Officer will have routine interaction with the Commercial and Retail Banking staff, Credit, Compliance and others as needed.
DUTIES
CNB OFFICER ROLE
Sometimes the responsibilities of the officer role have been implied, or an example is set by the supervisor. To better clarify the role of a CNB Officer, the following has been added to the officer job description:
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