Private Banking Manager jobs in Evansville, IN
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)
Recently Added Private Banking Manager jobs
Director of Private Banking
- Heritage Federal Credit Union
-
Evansville, IN
FULL_TIME
-
Start your career with Heritage Federal Credit Union!Join our team at Heritage Federal Credit Union as a Private Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters.The Private Banker will be responsible for soliciting, developing, managing, and retaining professional client relationships and working with others to secure those relationships. Manages a simple to moderately complex banking portfolio of individuals with high-net worth using banking strategies and solutions. Provides advice, counsel, and high-level customer service to meet the financial needs of members. Supports standards for managing net portfolio in a manner that ensures compliance with credit union regulations, policies and procedures, credit quality and credit policy requirements.
What you’ll do:- Build and maintain business relationships with targeted high value and high net worth clients.
- Serve as members’ primary point of contact or as a strong secondary contact and provide service in a personalized, quick, innovative way that provides best in class.
- Make member focused recommendations and provides high value product solutions.
- Finalize, help structure, and close deals with a high rate of success.
- Fully understand the members profile, financial status, and financial goals to ensure the product and service offerings are in the customer’s best interest.
- Educate members directly or with internal staff about financial strategies, products and services that will meet or exceed their needs.
- Prospect for clients by sourcing and building own pipeline of clients/opportunities.
- Work closely with internal teammates to determine and execute processes that provide a streamlined method of service delivery for members.
What we’re looking for:- Bachelor’s degree, or equivalent work experience
- Minimum of 3 years of successful sales/client service experience of higher net worth clients.
- Previous sales experience with full-service financial institution helpful.
- Excellent interviewing, communication, and public relations skills.
- Strong networking and business development skills.
- Strong analytical and financial skills.
- Dependable, punctual, and able to retain confidential information.
About Heritage Federal Credit UnionHeritage Federal Credit Union offers financial products and services to anyone who lives, works, worships, attends school, participates in programs to alleviate poverty or distress, or participates in associations headquartered in; and businesses and other legal entities, incorporated and unincorporated organizations located in; or maintaining a facility located in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, and Harrison Counties in Indiana; and Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, and Crittenden Counties in Kentucky; and Lawrence, Wabash, White, Gallatin, and Hardin Counties in Illinois. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.EOE - 17 Days Ago
Sales Trainee
- Private
-
Evansville, IN
FULL_TIME,INTERN
- Join Our Award-Winning Sales Team! Are you ready to skyrocket your career in sales? Look no further! Our top-performing sales firm is seeking dynamic individuals to join our team as brand ambassadors ...
- 10 Days Ago
Fund Accountant Manager (Private Equity, Venture Capital, Real Estate)
- ssctech
-
Evansville, IN
FULL_TIME
- SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C ...
- 27 Days Ago
Laboratory Technician
- Kimoha Technologies Private Limited
-
Harrisburg, IL
FULL_TIME
- #CSU1*Job Title: Medical Lab Tech *Location: Harrisburg, IL 62946**Shift: Hours Per Shift (ex: 8, 10, or 12): rotating 10 – 12-hour *Duration: 13 weeks (Possible extension)*Position Details*o *Special...
- 27 Days Ago
Relationship Banking Officer
- First Bank
-
Evansville, IN
FULL_TIME
- You’re looking to build a reputation for taking care of business by understanding that a banking relationship should be transformational – not just transactional. Join our growing team where your ambi...
- 26 Days Ago
Private Banker
- Heritage Federal Credit Union
-
Evansville, IN
FULL_TIME
- Start your career with Heritage Federal Credit Union! Are you seeking a fresh start or looking to embark on a new career path? If so, we have an opportunity waiting for you! Join our team at Heritage ...
- Just Posted
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0 Private Banking Manager jobs found in Evansville, IN area
Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
- Department Of The Treasury
-
Evansville, IN
- Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
- 4/24/2024 12:00:00 AM
Fuel Compliance Officer - 12 Month Roster
- Department Of The Treasury
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Evansville, IN
- DutiesWHAT IS THE SMALL BUSINESS SELF EMPLOYEDDIVISION DIVISION?A description of the business units can be found at: htt...
- 4/24/2024 12:00:00 AM
Compliance Associate
- Harding Shymanski
-
Evansville, IN
- Job Description Job Description Seeking an experienced Internal Auditor/ Compliance Associate with 2-5 years of experien...
- 4/24/2024 12:00:00 AM
Financial Services Representative
- World Finance
-
Evansville, IN
- World Finance, winner of the Top Workplaces USA award three years in a row and a two-time winner of Newsweek's Most Trus...
- 4/23/2024 12:00:00 AM
Personal Banker Associate II
- Fifth Third
-
Evansville, IN
- Personal Banker Associate II page is loaded Personal Banker Associate II Apply locations Evansville, IN time type Full t...
- 4/23/2024 12:00:00 AM
Internal Revenue Agent (Senior Revenue Agent (Examiner) -12 MONTH ROSTER
- Department Of The Treasury
-
Evansville, IN
- Duties WHAT IS THE SBSE - SMALL BUSINESS SELF EMPLOYED DIVISION? A description of the business units can be found at: ht...
- 4/22/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Evansville, IN
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/22/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Evansville, IN
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 3/1/2024 12:00:00 AM
About Evansville, Indiana
Evansville is a city and the county seat of Vanderburgh County, Indiana, United States. The population was 117,429 at the 2010 census, making it the state's third-most populous city after Indianapolis and Fort Wayne, the largest city in Southern Indiana, and the 232nd-most populous city in the United States. It is the commercial, medical, and cultural hub of Southwestern Indiana and the Illinois-Indiana-Kentucky tri-state area, home to over 911,000 people. The 38th parallel crosses the north side of the city and is marked on Interstate 69.
Situated on an oxbow in the Ohio River, the city is of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$169,593 to $241,492
Evansville, Indiana area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Private Banking Manager do?
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