Private Banking Director jobs in Providence, RI

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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Call Center Consumer Banking
  • ASK Staffing Inc
  • Riverside, RI CONTRACTOR
  • "All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

    Job Title: Call Center Consumer Bankng

    Location: Riverside , RI/Hybrid

    Duration: 3 months

    Pay Rate: $19.00/hr.

    Job Description:

    Basic Qualifications for Consideration:

    • Receives customer calls including answering phone, greeting customers, and displaying an upbeat and helpful demeanor in order to create a positive first impression.
    • Verifies customer identity including asking customers to provide personal information and comparing that information to data stored in the computer system in order to ensure confidentiality and legal compliance.
    • Listens to customers including letting the customers fully explain issues, asking questions for clarification, maintaining composure with upset customers, and conveying a sense of empathy in order to fully understand the customer's issue.
    • Adapts communication to customers by altering rate of speech, inflection, tone, and content in order to facilitate customer understanding, retention, and comfort.
    • Explains policies and products to customers including answering questions, helping customers understand product features, helping customers with online banking processes, and general bank services in order to educate and support customers.
    • Researches customer issues including reviewing customer relationship, exploring transaction history, performing searches (e.g., dollar amounts, dates), and gathering additional information from bank documentation and resources in order to identify the source of the problem for resolution.
    • Determines solutions to customer problems including determining possible courses of action, determining the most appropriate solution in the interest of the customer and bank, presenting the solution to the customers, and fostering acceptance of the solution in order to ensure customer satisfaction.
    • Solves problems including taking action on fee rebates, activating cards, replacing cards, ordering checks, updating customer information, executing stop payments, taking applications for overdraft protection, etc., in order to immediately address customer issues. Operations:
    • Documents customer interactions including typing in details of customer calls, updating customer profiles, documenting customer satisfaction, making calendar reminders to follow up on issues, and inputting notes for other specialists to use in future dealings with customers in order to maintain compliance and facilitate better customer relations.
    • Refers customers to other specialists including identifying when another specialist (e.g. fraud department, supervisor, etc.) is required to help the customer in order to most quickly and efficiently provide customer service.
    • Operates technology including phone systems and computer systems, knowing where to find information in the computer, reading email and using calendar functions in Outlook, resetting customer passwords and information, and entering and retrieving data in all bank systems in order to quickly and accurately help customers.
    • Multitasks including simultaneously talking with customers about problems, developing personal rapport with customers, researching customer issues, resolving customer issues, and identifying sales opportunities in order to provide high quality service in minimal time.
    • Learns new information in both training sessions and via updates while on the job including changes to rates, products, services, policies, and procedures in order to perform within current regulations and provide accurate information to customers. Sales:
    • Sells products including reviewing customer relationships for potential needs, determining most appropriate products to for customers, explaining rates and product benefits, referring to computer prompts on suggestive selling, and determining appropriate situations to suggest products in order to deepen customer relationship with bank.
    • Position will require in person training (up to 4 weeks). After that hybrid schedule.
    • Open to Riverside, RI or Johnston, RI locations

    About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

    ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.

    #INDCNT

    Job Type: Contract

    Pay: $19.00 per hour

    Schedule:

    • Monday to Friday

    Work Location: In person

  • 6 Days Ago

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Inbound Business Banking Specialist
  • Citizens Bank, N.A.
  • Johnston, RI OTHER
  • DescriptionAs part of our dedicated Contact Center team, our Inbound Business Banking Specialists create positive interactions with customers every day, whether that’s delivering a memorable service e...
  • 18 Days Ago

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Private duty
  • Saint Elizabeth Community
  • Warwick, RI FULL_TIME
  • Private Duty Scheduler Full Time Day Shifts Monday-Friday Pay rates between $20.00-$23.00 per hour Flexible Scheduling Options Mileage Reimbursement Experience the Impact That One-on-One Caregiving Pr...
  • 13 Days Ago

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Business Banking Virtual Relationship Manager
  • Citizens Bank, N.A.
  • Johnston, RI OTHER
  • DescriptionAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll d...
  • Just Posted

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Schedule Coordinator/Private Duty
  • RI Temps, Inc.
  • Warwick, RI FULL_TIME
  • POSITION SUMMARY:Responsible for scheduling of the Private Duty Certified Nursing Assistant, Drivers, and Companion staff at Cathleen Naughton Associates with the goal of scheduling all shifts with qu...
  • 3 Days Ago

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Private Soccer Coach
  • Athletes Untapped
  • Providence, RI TEMPORARY,CONTRACTOR,PART_TIME
  • Apply to Become a Private Soccer Coach with Athletes Untapped! Athletes Untapped is the nation's #1 private coaching platform. We're seeking high-quality soccer coaches & trainers in the Providence, R...
  • 4 Days Ago

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0 Private Banking Director jobs found in Providence, RI area

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Tax Collector
  • The City of East Providence, RI
  • East Providence, RI
  • The Tax Collector of the City of East Providence is a professional position under the general supervision of the Directo...
  • 5/11/2024 12:00:00 AM

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ERP Finance Project Manager
  • HCH ENTERPRISES LLC
  • Providence, RI
  • Job Description Job Description HCH Enterprises, LLC is seeking an ERP Finance Project Manager. This is a full-time posi...
  • 5/11/2024 12:00:00 AM

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Investment Consultant - Providence, RI
  • Fidelity TalentSource LLC
  • Providence, RI
  • Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of y...
  • 5/10/2024 12:00:00 AM

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Grants and Finance Specialist (Hybrid Schedule)
  • Complete Staffing Solutions
  • Providence, RI
  • Job Description Job Description $34/hr HYBRID Schedule Must have experience. Such as, research assistant (grants) or tra...
  • 5/10/2024 12:00:00 AM

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Deputy Director of Finance
  • RI Temps, Inc.
  • Providence, RI
  • Job Description Job Description Position: Director of Finance and Operations Reports to: Executive Director Who We Are F...
  • 5/10/2024 12:00:00 AM

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Financial Advisor
  • Euclid Financial Services
  • Providence, RI
  • Job Description Job Description Euclid Financial Services is New England’s go to financial experts. We work with clients...
  • 5/9/2024 12:00:00 AM

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Grants and Financial Specialist
  • eTeam Inc.
  • Providence, RI
  • JOB DESCRIPTION: PRE-AWARD POSITION POTENTIAL CONTRACT TO HIRE The Grants and Financial Specialist independently manages...
  • 5/8/2024 12:00:00 AM

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Financial Professional
  • Gorra financial Group
  • Providence, RI
  • Job Description Job Description Gorra Financial Group is looking for talented individuals who seek to make a difference ...
  • 5/8/2024 12:00:00 AM

The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown. Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$225,731 to $354,756
Providence, Rhode Island area prices
were up 1.6% 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