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)
Banking Retail Manager (CXM) Capital City Bank. More than your bank. Your banker.
Hours :
Monday - Friday 40 Hours
General Summary
The Client Experience Manager (CXM) has responsibility for creating a leadership culture centered on delivering an exceptional client experience, through associate interactions, office appearance and products and services that are offered.
The CXM has responsibility for one office which may include a drive-through facility. The CXM develops the associates within their office to ensure they are equipped to meet the needs of our clients and obtain operational and sales objectives.
The CXM is responsible for demonstrating sales and service skills and will set the strategic direction of the office, communicating performance results, coaching, recognizing and rewarding accomplishments, and building a high performing team.
The CXM is responsible for the direct management of the Universal Associate(s) and). The CXM serves in a supporting role of Personal Banker and works with business partners to identify prospects for referrals.
In a traditional office with no dedicated Teller Experience Supervisor or in an Express Office environment, the CXM is responsible for the efficient operation of the Teller area including cash management and all vault and Teller-related activities.
This position has direct responsibility for employment decisions.
This position participates in business development opportunities within their market. All associates at Capital City Bank have access to confidential client information, and must practice discretion at all times.
Principal Duties and Responsibilities
Foster strong, loyal relationships between our clients and our brand. Enhance the client experience through care and passion at every touch, including client outreach.
Products and services experts that convey confidence and positivity, influencing how others perceive our brand and possess a true desire to grow client relationships and develop associate relationships.
Complies with all Training Checklists, Teller Certification Checklist and Accountability Charts, utilizes performance management tools to attract, develop and retain talent in the office.
Exhibit a high level of professionalism coupled with a strong work ethic. Deliver a strong leadership style that effectively balances coaching and mentoring with expectation-setting and measurement.
provides leadership promotes, motivates, and coaches referral activities. Ensure that teams are equipped with knowledge and resources, clear expectations and trust so that they are empowered to consistently meet the expectations.
Provides guidance to correct exceptions and avoid repeat errors, including documentation requirements at CIF creation, new account opening and account revisions.
Manages budgetary expenses including Rewards and Recognition, PR Pool Funds, FMI and other office expenses, processes expenses for payment.
Responsible for initiating and follow up of office maintenance and repair requests.
working within time and budget constraints. Supervises office security including open and close procedures, dual control, all-clear signal, alarm testing, etc.
Employer determines the essential functions of the job.
All associates must understand and adhere to the non-negotiable Banker Standards and commit to practicing SGNNT at all times.
Associates will consistently follow policies and procedures as established by Capital City Bank, with department managers setting the standard.
Associated Duties
Knowledge, Skills and Abilities (KSA) Required
The following KSAs are usually acquired through post high school and / or college education with specialized training course(s) in business, banking, and / or 5-7 years related experience :
1. Effective written and oral communication skills to positively engage clients and prospective clients.
2. Strong leadership, organizational and time management skills.
3. The ability to exercise sound and reasonable judgment.
4. Demonstrable business development and leadership skills.
5. Banking experience preferred.
6. Proficiency in Word and Excel software.
7. Familiarity of Jack Henry Xperience, preferred.
8. Experience with a customer relationship management system is a plus.
9. Preferred use and / or understanding of Capital City Bank products and services.
Education
Associate’s or Bachelor’s degree in business or finance from an accredited college preferred. Relevant
experience may substitute for the education requirement.
Working Conditions
1. Office environment
2. Lobby / professional environment
3. May be required to attend after hours business related meetings or events as determined by the Regional Experience Manager
4. Driving as required by position
5. In the rare instance of a major or extensive natural disaster, epidemic or pandemic occurrence, or other disruption within our footprint, it may be necessary for associates to relocate or telecommute before, during or after, to ensure business continuity.
Capital City Bank associates are our greatest asset. We offer the following benefits
EOE / Protected Veterans / Disabled / Drug Free
Rather, they are intended only to describe the general nature of the job.
THIS JOB DESCRIPTION DOES NOT CONSTITUTE AN EMPLOYMENT AGREEMENT. This job description does not restrict Capital City Bank from the ability to assign, reassign or eliminate duties and responsibilities of this job at any time.
This job description describes the current assignment of essential functions. These functions may change at any time as the needs of the Bank or department change or for other reasons deemed appropriate.
Last updated : 2024-03-07
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