Private Banking Manager jobs in Allentown, PA

Private Banking Manager manages a team of private banking officers who are responsible for individuals with high net-worth. Oversees and monitors the private banking officers' deposit and loan volume and ensures policies and procedures are met. Being a Private Banking Manager ensures that existing client relationships are sustained and nurtured. Acts as an advisor for complex credit decisions. Additionally, Private Banking Manager mentors and trains team. Requires a bachelor's degree. Typically reports to a director. The Private Banking Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Private Banking Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Patient Care Advocate
  • Oakland Manager LLC dba Justice Grown
  • Bethlehem, PA FULL_TIME
  • The Patient Care Advocate (PCA) is responsible for creating an exceptional customer experience for our medical dispensary patients.  This role ensures all sales are compliant with state regulations, that  customer needs are heard and met throughout the sales process; and that transactions are accurately recorded in our point-of-sale (POS) and inventory tracking systems.  This role is critical to upholding Justice Cannabis culture, values, and code of conduct.     

     

    Essential Functions and Responsibilities

    ·       Ensures customers are accurately logged in state mandated patient tracking system

    ·       Assists customers in product selection based on defined treatment plan and product availability 

    ·       Achieves daily/weekly sales objectives by seeking opportunities to introduce new and alternative products

    ·       Performs all sales transactions in compliance with state regulations governing the sale of cannabis products 

    ·       Completes required documentation for product sales

    ·       Ensures all sales and transactions are entered in point-of-sale and inventory management systems per state regulations

    ·       Assists in maintaining a safe, clean, and organized operating environment

    ·       Complies with all state regulations as well as JC’s operating policies, procedures and practices 

    ·       Complies with all safety and security protocols for dispensary staff 

    ·       Answers phones, responds to voicemail and takes product orders via phone 

    ·       Establishes on-going relationships with dispensary customers and completes customer profiles to assist in future sales and service opportunities

    ·       Maintains knowledge on new and existing products via vendor training, documentation, cross-training with the dispensary manager, on-site pharmacists, and seasoned PCA’s

    ·       Models JC values, culture, brand, and our code of conduct

    ·       Performs other related duties as assigned. 

            ***Pay rate starts at $15 per hour

  • 1 Month Ago

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Kennel Attendant
  • Private Harmony Kennel
  • Phillipsburg, NJ PART_TIME
  • Job Overview: 2 days a week starting at 9am for 1-3 hours. Outside Work.We are seeking a dedicated and compassionate Kennel Assistant to join our team. As a Kennel Assistant, you will play a crucial r...
  • 20 Days Ago

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Kennel Assistant
  • Private Harmony Kennel
  • Phillipsburg, NJ PART_TIME
  • Kennel Work 2 days a week starting at 9 am for 2-3 hours - Taking care of dogs - Cleaning and feeding. Must have confidence and be able to handle working with large strong dogs. Experience preferred. ...
  • Just Posted

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Deposit Operations Electronic Banking Representative
  • QNB Bank
  • Quakertown, PA FULL_TIME
  • The Deposit Operations Electronic Banking Representative provides internal and external customer support of deposit operations electronic banking products and services through the use of CRM incidents...
  • 19 Days Ago

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Banking Service Technician - Allentown, PA
  • US - LLC Recruiting
  • Allentown, PA FULL_TIME
  • Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Banking Service Technician to join our amazing culture. In this role, you will troubleshoot, repair, and perfo...
  • 20 Days Ago

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Banking Associate- Bethlehem, PA (20hrs)
  • TD Bank, N.A.
  • Bethlehem, PA OTHER
  • Work Location: Bethlehem, Pennsylvania Hours: 20 Pay Details: $21.25 - $27.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary rang...
  • 22 Days Ago

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0 Private Banking Manager jobs found in Allentown, PA area

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Portfolio Manager-C&I
  • Raymond James Financial Incorporated
  • Villanova, PA
  • TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, Tri...
  • 4/26/2024 12:00:00 AM

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Senior Risk Manager - Public Finance
  • Siemens
  • Malvern, PA
  • Job Family: Finance Req ID: 414884 Here at Siemens, we take pride in enabling sustainable progress through technology. W...
  • 4/24/2024 12:00:00 AM

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Financial Representative - Warrington, PA
  • Fidelity TalentSource LLC
  • Warrington, PA
  • Job Description: Financial Representative We believe that as a Financial Representative, you make a key impact on the br...
  • 4/23/2024 12:00:00 AM

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Director of Financial Services
  • Dexter Technologies
  • Somerset, NJ
  • Job Description Job Description Dexter Technologies is a leading provider of Recruiting, Executive Search and Staffing s...
  • 4/23/2024 12:00:00 AM

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Investor Relations Manager
  • Dlp Capital
  • Allentown, PA
  • The Investor Relations Manager will lead sales efforts to drive new Capital Investments from prospects and existing Inve...
  • 4/23/2024 12:00:00 AM

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Mergers and Acquisitions Manager
  • firstPRO, Inc
  • Berwyn, PA
  • Our highly acquisitive, growing client, is looking for a dynamic M&A professional with a background in investment bankin...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Bethlehem, PA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/22/2024 12:00:00 AM

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Investor Relations Manager
  • DLP Capital
  • Allentown, PA
  • The Investor Relations Manager will lead sales efforts to drive new Capital Investments from prospects and existing Inve...
  • 4/22/2024 12:00:00 AM

Allentown (Pennsylvania Dutch: Allenschteddel) is a city located in Lehigh County, Pennsylvania, United States. It is Pennsylvania's third most populous city and the 231st largest city in the United States. As of the 2010 census, the city had a total population of 118,032 and is currently the fastest growing city in all of Pennsylvania. It is the largest city in the metropolitan area known as the Lehigh Valley, which had a population of 821,623 residents as of 2010[update]. Allentown constitutes a portion of the New York City Combined Statistical Area and is the county seat of Lehigh County. ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$180,327 to $256,776
Allentown, Pennsylvania area prices
were up 1.5% from a year ago

Private Banking Manager in Chicago, IL
A wealth manager for high net-worth individuals and families, needs to learn how to identify and analyze challenges these clients face, and understand how to develop specific strategies to minimize tax, monetize and protect assets, maximize growth and transfer wealth.
December 16, 2019
Private Banking Manager in Rockford, IL
That’s why the RBC Private Banking model provides you with a private banker, supported by a dedicated private banking associate and a manager of credit structures.
November 27, 2019
Private Banking Manager in Rock Hill, SC
And Europe cracked down on tax evasion, driving clients to pull tens of billions of dollars out of Switzerland and forcing private banks there to seek new pockets of wealth.
January 01, 2020