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)
If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster’s values, these set us apart as a bank and as an employer.
Come join our team where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work!
This role is responsible for all functions, staff, and daily operations within a banking center. They are responsible for implementing the Webster banking center network strategy, which includes achievement of sales, customer service, P&L management, operations, and colleague development goals while also contributing to the achievement of District goals. This role is tasked with acquisition, integration, and optimization of new and existing client relationships. The colleague must develop and maintain a strong level of partnership with segment and line of business partners through collaboration and communication.
Duties & Responsibilities
* Consistently meet/exceed all sales goals, retention goals, and Superior Service Quality (SSQ) standards.
* Develop, implement, and manage a detailed business plan and participate in establishing team sales and service goals.
* Expand and retain client relationships, actively cross-sell and resolve client issues. Support segmentation strategy with existing clients by implementing sales, retention and other bank initiatives to support Banking Center’s growth and profitability objectives
* Identify, cultivate, and support key customer segment relationships through focused sales and referral activity
* Maintain a working knowledge of all Webster asset, liability, and partner products and services as well as alternative delivery channels.
* Coach, develop and hold team accountable by demonstrating leadership skills and modeling the way
* Utilize and model usage of all available sales tools and resources.
* Ensure timely completion of audits with an expectation to meet/ exceed branch operations review requirements
* Ensure compliance with Federal and State laws as well as bank policies and procedures.
* Schedule all branch employee shifts to meet customer service needs; provides flexibility of coverage for the banking center.
* Drive high performance by holding team accountable for superior results. Enhance employee engagement by providing team with coaching, support, timely and constructive performance feedback. Provide opportunity in career growth and recognize and reward employees for accomplishments.
* Execute on effective colleague onboarding, training new colleagues on policies, procedures and all banking center operational duties/responsibilities
REQUIREMENTS:
* High school diploma/GED required; Bachelor’s degree preferred.
* 5-7 years of banking experience, with a proven track record in leadership, customer service, managerial, communication and organization skills.
* Intricate knowledge of retail banking products and services.
* Strong customer service skills, relationship building, organizational, computer skills, comfortable with current technology, and communication skills.
The estimated salary range for this position is $70,000.00 to $115,000.00 USD annually. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
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