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)
Fremont
Bank founded in 1964, is
one of the oldest independently owned banks in the Bay Area and is one of the
top-rated mid-tier banks in the nation. Voted a Top Workplace for 2022 and for the past twelve consecutive years, Fremont Bank has an immediate
opening for an Intern - Private Banking, Special Projects in Livermore, CA.
Intern Overview Program
Fremont Bank offers
students an exciting insider’s view of Fremont Bank’s operations and provides
an opportunity to explore the many career opportunities within the bank.
Our Summer Internship program is designed to develop future financial
leaders and enhance academic learning. The Fremont Bank Intern program is aimed at fostering and ensuring equal
opportunity.
Department Overview
The Private Banking department reviews
High Net Worth client files to ensure all files are complete with profile
sheet, checklist, and current business documentations. If needed, files are updated
appropriately.
Position Overview
The
Special Projects Intern will help organize the workspace within client
management.
Role and Responsibilities
Minimum Qualifications
Eligibility and
Requirements
Only individuals possessing outstanding character, a high degree of motivation, and the willingness to learn will be selected.
To be considered, students must meet the following qualifications:
What to Expect
Job Location: Livermore, CA
Hiring Pay Rate: $20.00 per hour
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