Private Banking Manager jobs in Fresno, CA

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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Business Banking Sr Relationship Manager
  • Bank of America
  • Fresno, CA FULL_TIME
  • Job Description:

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

    One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

    Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

    Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

    Job Description:
    This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.

    Responsibilities:

    • Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs
    • Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
    • Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
    • Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
    • Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
    • Coaches and mentors peers, while utilizing leadership skills
    • Adapts to changes in sales practices and broader market and industry conditions as needed

    Required Qualifications:

    • 5 experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector required
    • Management of an extensive portfolio of clients with annual revenues of $5-$50 million
    • Proven track record of sales, prospecting new business and enhancing existing relationships
    • Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends

    Desired Qualifications:

    • Bachelor’s degree in Business, Finance or Economics preferred or equivalent relevant work experience

    Skills:

    • Business Development
    • Client Experience Branding
    • Client Management
    • Client Solutions Advisory
    • Relationship Building
    • Account Management
    • Financial Analysis
    • Leadership Development
    • Loan Structuring
    • Referral Identification
    • Credit Documentation Requirements
    • Pipeline Management
    • Referral Management
    • Regulatory Compliance
    • Risk Management

    This position is posted as a Senior Relationship Manager but is flexible and can be filled as a Relationship Manager if the posted qualifications are met by a strong, less experienced candidate.

    Shift:

    1st shift (United States of America)

    Hours Per Week: 

    40
  • 16 Days Ago

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Co Manager - Garage Clothing - Fresno Fashion Fair Mall- Fresno Ca
  • Garage Clothing - Co Manager -Fresno Fashion Fair
  • Fresno, CA FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 10 Days Ago

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Security Guard/Patrol Driver
  • Phoenix Private Patrol and Security
  • Fresno, CA FULL_TIME
  • NOW HIRING: ON-SITE SECURITY GUARD(S) AND PATROL DRIVER(S) Phoenix Private Patrol and Security, Inc. is seeking applicants for full/part-time security guard positions to be filled immediately. Applica...
  • 22 Days Ago

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Security Guard
  • Phoenix Private Patrol and Security
  • Fresno, CA PART_TIME
  • Phoenix Private Patrol and Security, Inc. is seeking applicants for security guard position(s) at a construction site in Chowchilla, CA. Positions must be filled immediately. Applicant must be profess...
  • 3 Days Ago

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Armed Security Officer
  • ASSET Private Security Inc.
  • Mendota, CA FULL_TIME,PART_TIME
  • We are seeking an Armed Security Officer to become an integral part of our team. The selected individual will patrol and secure assigned premises as well as identify risks to staff and patrons. We off...
  • 4 Days Ago

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Assistant Teacher
  • Fairmont Private School of Fresno
  • Fresno, CA FULL_TIME
  • Overview: Do you want to become part of an organization that not only prepares children for the future but is an active member of the community? Our main goal is to deliver an excellent education for ...
  • 8 Days Ago

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0 Private Banking Manager jobs found in Fresno, CA area

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Fresno, CA
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/29/2024 12:00:00 AM

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Financial Professional
  • New York Life Insurance Company
  • Fresno, CA
  • Job Description Job Description Are you a leader who has the following traits? • Competitive • Entrepreneurial • Coachab...
  • 3/29/2024 12:00:00 AM

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Social Service Practitioner-CPS
  • Kings County, CA
  • Hanford, CA
  • Salary : $70,782.40 - $86,403.20 Annually Location : Hanford, CA Job Type: Full-time permanent Job Number: 2023-134 Depa...
  • 3/28/2024 12:00:00 AM

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RN, Risk Management Coordinator
  • Community Health System - CA
  • Fresno, CA
  • Overview: *All positions are located in Fresno/Clovis CA* Overview We are looking for an RN Risk Management Coordinator ...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Fresno, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/28/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Fresno, CA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 3/27/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Fresno, CA
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 3/26/2024 12:00:00 AM

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RN, Risk Management Coordinator
  • Community Health System - Ca
  • Fresno, CA
  • Overview:*All positions are located in Fresno/Clovis CA* Overview We are looking for an RN Risk Management Coordinator t...
  • 3/25/2024 12:00:00 AM

Fresno (/ˈfrɛznoʊ/ FREZ-noh; Spanish for "ash tree") is a city in California, United States, and the county seat of Fresno County. It covers about 112 square miles (290 km2) in the center of the San Joaquin Valley, the southern portion of California's Central Valley. Named for the abundant ash trees lining the San Joaquin River, Fresno was founded in 1872 as a railway station of the Central Pacific Railroad before it was incorporated in 1885. The city has since become an economic hub of Fresno County and the San Joaquin Valley, with much of the surrounding areas in the Metropolitan Fresno regi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$178,859 to $254,695
Fresno, California area prices
were up 2.7% from a year ago

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