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)
ALLTRUST CREDIT UNION
POSITION TITLE: Banking Associate
SUMMARY
The Banking Associate position is an all-encompassing role which requires the associate to deliver sales solutions, service, and transactions to all customers. The Banking Associate will provide a variety of transactions for members including typical consumer transactions such as cashing checks and processing checking and savings account withdrawals and balancing, while seeking opportunities to develop member relationships and identify sales opportunities.
Duties and Responsibilities
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, and comply with all Federal and State Regulations, and internal credit union policies and procedures. The qualifications below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Supervisory Responsibility:
No supervisory responsibilities
Language Ability:
The position requires the ability to read and interpret documents, along with the ability to write routine reports and correspondence. The incumbent must possess the ability to speak effectively in one-on-one groups or large groups and the ability to respond to inquiries or complaints in a professional manner.
Math Ability:
The incumbent should possess strong mathematical skills. He/she should also be able to apply concepts such as fractions, percentages, ratios, and proportions to credit union situations.
Reasoning Ability:
Must have the ability to define problems, collect data, establish facts and draw valid conclusions. Ability to interpret a variety of complex instructions furnished in written, oral, diagram, or schedule form.
Computer Skills:
The position requires strong experience with Credit Union Core and ancillary systems, and MS Word, Excel, and PowerPoint.
Education/Experience Required
Working Conditions and Physical Effort
The work environment characteristics described here are representative of those an Accountant encounters while performing the essential functions of this job.
Physical Demands/Efforts
Mental & Visual Demands
Work Environment and Hazards
EOE/F/M/Vet
Job Type: Full-time
Benefits:
Schedule:
Work Location: In person
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