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)
What will you do?
The Banking Specialist II is responsible for maintaining customer relationships by performing efficient and accurate banking transactions on the teller line as well as customer service activities like opening accounts in support of Bank goals and objectives.
Qualified candidates will develop a thorough knowledge and good understanding of bank products and services, will develop sales skills, exercise strong interpersonal skills, and have the desire to interact in a team environment.
ESSENTIAL FUNCTIONS
Assist in the daily operations of the branch offices including deposits, withdrawals and other financial interactions.
While providing exceptional customer service to all customers.
comply with bank operations and security procedures by participating in dual control functions
EDUCATION
High School Diploma or equivalent required.
EXPERIENCE
PHYSICAL REQUIREMENTS
Last updated : 2024-02-23
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