Private Banking Director jobs in Columbus, OH

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)

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FC Bank, VP Private Banking Officer
  • CNB Bank
  • Worthington, OH FULL_TIME
  • Description

    Highly skilled personal bankers able to attract, discover, evaluate and advise high-income/high-net worth individuals that meet CNB Bank’s requirements for qualifying as private banking clients. Expertise in retail and mortgage lending, as well as retail deposit origination is essential. Building and servicing a network of targeted clients and COIs for referrals is paramount to success in Private Banking.


    Below is a list of essential job functions. Additional responsibilities may be assigned in the position.


    PROVIDE ENHANCED CLIENT SERVICE

    Private Banking Officers provide an extremely high level of personal service, integrity, expertise, teamwork and follow-up. They can understand sophisticated financial situations and develop strategies to address client’s needs. As part of a team of financial professionals, Private Banking Officers refer clients to other teammates, such as Wealth & Asset, Commercial Lending, Treasury Management and Retail Banking, as well as follow up with referrals from other teammates. Has effective conversations with clients, teammates, support staff, COIs, Regional Presidents, management and other business partners, such as Realtors, settlement agents, attorneys and accountants. 


    FOSTER OUR CULTURE

    Possess and display a positive approach in managing change, while demonstrating excellent communication skills through effective conversations and collaboration. Be the source of outstanding client and employee experiences. Seek opportunities to support volunteerism in the local community, increase the bank’s outreach and foster new client relationships. Respect employees and clients in a professional and inclusive environment. Find a way to say YES!


    POSITION FOR LONG-TERM GROWTH

    Develops strategies to address client’s immediate needs while considering impact on long-term financial health. Foster relationships with clients, not transactions. Understands credit and collateral risks and makes recommendations accordingly.


    SEEK PROFESSIONAL DEVELOPMENT OPPORTUNITIES

    Private Banking Officers possess a high degree of technical abilities. Do you have significant training and expertise in mortgage and retail lending, deposit origination, compliance, software, and business development techniques and strategies? They continuously seek additional opportunities for learning new skills, sharpening existing skills and keeping updated on current regulations, software improvements, and other important current information. Advancement to higher levels in this position are available and awarded to those that produce significant growth and show leadership capabilities. Some travel may be required.


    Requirements

    QUALIFICATIONS, EDUCATION, AND EXPERIENCE

    To perform this job successfully, an individual is required to perform each crucial job requirement satisfactorily and a skills inventory is listed below. Mortgage and Retail Banking experience is required. Bachelor’s degree (B.A. or B.S.) from a four-year college; or five years related experience and/or training, or equivalent combination of education and experience. Successful completion of required background checks is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Position level will be commensurate with knowledge, experience and education.

    • LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
    • TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core software system, loan and deposit origination software, Microsoft Office Suite with emphasis on Excel, Word, PowerPoint, Outlook, and Teams, as well as other software typically utilized in the banking industry. 
    • MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
    • REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve exciting problems involving several variables in a standardized situation. 
    • PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

    This position operates in a professional office environment with time spent at a desk using office equipment such as computers, phones, and printers as well as travel to clients for one-on-one meetings. Noise level is moderate with constant communication and interactions. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.

     

    BENEFITS

    • Medical, Dental, Vision & Life Insurance
    • 401K with company match and profit-sharing program
    • Paid Time Off & Recognized Holidays
    • Leave policies
    • Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity, & Pet Insurance)
    • Employee Assistance Program
    • Employee Health & Wellness Program
    • Special Loan and Deposit Rates
    • Gradifi Student Loan Paydown Plan
    • Rewards & Recognition Programs and much more!

    Equal Opportunity Employer/Affirmative Action : Minority, Female, Veteran, Persons with Disabilities


    https://mandatoryview.com/?LicenceId=5a7398f0-7edb-4cb7-a02b-518dcfa222fa&ProductType=IntranetLicense&SubType=PG

  • Just Posted

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Product Management Director - Consumer Banking
  • Wells Fargo
  • Columbus, OH FULL_TIME
  • About this role: Wells Fargo is seeking a Product Management Director to join the Consumer and Business Deposits team as part of Consumer, Small & Business Banking. This role will develop segment base...
  • 1 Month Ago

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In-Person Or Telehealth Therapist For Private Practice
  • Capital Private Psychological Services
  • Columbus, OH FULL_TIME
  • This position is for a telehealth, in-person, or hybrid therapist. Our clinicians choose their work location.Capital Private Psychological Services is an established and growing private mental health ...
  • 1 Month Ago

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Private Practice Therapist - Telehealth Or In-Person
  • Capital Private Psychological Services
  • Columbus, OH FULL_TIME
  • This position is for a telehealth, in-person, or hybrid therapist. Our clinicians choose their work location.Capital Private Psychological Services is an established and growing private mental health ...
  • 1 Month Ago

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Licensed Therapist Needed For Practice Manager Role At Private Mental Health Practice
  • Capital Private Psychological Services
  • Columbus, OH FULL_TIME
  • Job descriptionAbout the position and company:Capital Private Psychological Services is an established and growing private mental health counseling practice in Columbus, Ohio. We are looking for an op...
  • 1 Month Ago

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Fulltime Teller Float Dublin, OH - MILEAGE ALLOWANCE PAID
  • THE MIDDLEFIELD BANKING COMPANY
  • Dublin, OH FULL_TIME
  • The Middlefield Banking Company is a full service FDIC-insured commercial bank and LPL Financial® brokerage headquartered in Middlefield, Ohio. We have 22 branches serving Beachwood, Chardon, Cortland...
  • 17 Days Ago

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0 Private Banking Director jobs found in Columbus, OH area

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Internal Revenue Agent - 12 Month Roster
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL(LB&I)DIVISION? A description of the business units can be found at: ...
  • 3/18/2024 12:00:00 AM

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Branch Manager - Columbus, OH (8211) Full Time | Columbus - Worthington, OH, 43085 chevron_right
  • Compass Kids
  • Columbus, OH
  • Job Location Columbus - Worthington, OH Emser Tile, LLC, an award-winning nationwide supplier of high-quality, fashionab...
  • 3/18/2024 12:00:00 AM

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Sr Project Finance Analyst: Kiewit Power Delivery
  • Kiewit Infrastructure Co.
  • Columbus, OH
  • ** Sr Project Finance Analyst: Kiewit Power Delivery** Location: Columbus, OH, US **Requisition ID: ******137460********...
  • 3/18/2024 12:00:00 AM

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Internal Revenue Agent (Fed State Local Gvmt Spec - Examiner) 12 MONTH ROSTER AMENDED
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE TAX EXEMPT & GOVERNMENT ENTITIES (TE/GE) DIVISION? A description of the business units can be found a...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

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Internal Revenue Agent (Examination Analyst - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Columbus, OH
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/17/2024 12:00:00 AM

The confluence of the Scioto and Olentangy rivers occurs just north-west of Downtown Columbus. Several smaller tributaries course through the Columbus metropolitan area, including Alum Creek, Big Walnut Creek, and Darby Creek. Columbus is considered to have relatively flat topography thanks to a large glacier that covered most of Ohio during the Wisconsin Ice Age. However, there are sizable differences in elevation through the area, with the high point of Franklin County being 1,132 ft (345 m) above sea level near New Albany, and the low point being 670 ft (200 m) where the Scioto River leaves...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$210,377 to $330,615
Columbus, Ohio area prices
were up 1.3% from a year ago

Private Banking Director in Columbus, GA
Private Banking Job is also known as personalized banking services since it is customized for wealthy families to manage their money.
December 24, 2019
Private Banking Director in Springfield, MO
It is not quite apt to define private banking as wealth management, because private banking generally offers a much narrower set of financial options.  A private banker offers strategies that can be applied to the assets the bank can access, while a more comprehensive wealth manager would develop broad strategies that include all of a client’s assets.
February 01, 2020
Private Banking Director in Jackson, MS
The responsibility of those with Private Banking and Wealth Management jobs is to manage the funds of the very wealthy efficiently, effectively and with the utmost care.
January 17, 2020