Private Banking Manager jobs in Lowell, MA

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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Insurance Sales Manager
  • Koch Protect Insurance Agency Sales Manager
  • Littleton, MA FULL_TIME
  • Job Title: Insurance Sales Manager

    Company: Koch Protect Insurance

    Location: Acton Toyota of Littleton and Koch Rt2 in Lancaster (On-site)

    About Us:
    Koch Protect Insurance is a reputable insurance agency committed to providing top-tier insurance solutions to our clients. With a focus on customer satisfaction and team excellence, we strive to create a positive working environment where every team member can thrive. We are rapidly expanding and seeking a dynamic individual to join us as an Insurance Sales Manager.

    Position Overview:
    We are in search of an experienced Insurance Sales Manager to lead our sales team stationed at both Acton Toyota of Littleton and Koch Rt2 in Lancaster. The ideal candidate will have a strong background in sales, possess a property and casualty license, and demonstrate exceptional leadership skills. This role involves managing, training, and supporting the sales team to achieve sales goals, delivering excellent customer service, and fostering a collaborative team environment.

    Key Responsibilities:

    • Lead, manage, train, and support sales team to meet or exceed monthly goals
    • Conduct sales and customer service meetings, ensuring effective communication and problem-solving
    • Maintain high employee retention through fair treatment, accountability, and training
    • Achieve personal and team premium goals
    • Collaborate with other managers to meet and exceed agency goals
    • Ensure high customer satisfaction ratings through excellent customer service
    • Provide daily and weekly performance reports to Agency Manager
    • Audit sales team’s written policies for accuracy, coverage, and compliance
    • Train and develop new hires to succeed in their roles
    • Conduct initial phone screening interviews for prospective insurance agents

    Requirements:

    • MA Property and Casualty License (required)
    • 3 years Insurance Sales Experience (required)
    • Management Experience (preferred)
    • High school diploma or equivalent
    • Valid driver’s license with an acceptable driving record
    • Professional personal appearance
    • Excellent communication and interpersonal skills
    • Strong time management and organizational skills

    Benefits:

    • Competitive compensation based on personal and team-based goals
    • Monthly bonuses
    • Opportunity for professional growth and advancement
    • Fun working environment with a customer-first mentality
    • 401K
    • Vacation and Holidays
    • Discount on Dealership Parts/Service and Vehicles

    Join us at Koch Protect Insurance and be part of a team that values excellence, collaboration, and customer satisfaction. Apply now to take the next step in your career!

    Job Type: Full-time

    Pay: $100,000.00 - $170,000.00 per year

    Benefits:

    • 401(k)
    • 401(k) matching
    • Dental insurance
    • Disability insurance
    • Health insurance
    • Paid time off
    • Vision insurance

    Supplemental pay types:

    • Bonus opportunities
    • Commission pay

    Weekly day range:

    • Every weekend
    • Monday to Friday

    Work setting:

    • In-person

    Experience:

    • Sales: 3 years (Required)
    • Property and Casualty: 3 years (Required)

    License/Certification:

    • Insurance Producer License (Required)

    Ability to Relocate:

    • Littleton, MA 01460: Relocate before starting work (Required)

    Willingness to travel:

    • 25% (Required)

    Work Location: In person

  • 7 Days Ago

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Insurance Sales Manager
  • Koch Protect Insurance Agency Sales Manager
  • Littleton, MA FULL_TIME
  • Job Title: Insurance Sales Manager Company: Koch Protect Insurance Location: Acton Toyota of Littleton and Koch Rt2 in Lancaster (On-site) About Us:Koch Protect Insurance is a reputable insurance agen...
  • 7 Days Ago

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SVP, Branch Banking
  • Hanscom
  • Littleton, MA FULL_TIME
  • It’s an exciting time to be at Hanscom Federal Credit Union! As a member of our Branch Network, you will join a dynamic team of dedicated individuals committed to delivering exceptional service to our...
  • 1 Month Ago

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Private Tutor
  • Einstein Tutoring
  • Acton, MA PART_TIME
  • 5th Grade Tutor (In-Person) What You’ll Be Doing: Be a guide and friend to 5th graders, teaching them face-to-face. Create super engaging lessons in subjects like math, science, reading, and history. ...
  • 22 Days Ago

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Commercial Loan Officer-Corporate Banking
  • Rockland Trust
  • Burlington, MA FULL_TIME
  • We offer an extensive and highly supportive branch network, competitive products and pricing and exceptionally strong local operational support to help you achieve your business development objectives...
  • 20 Days Ago

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LPN (Licensed Practical Nurse)
  • E-Solutions IT Services Private Limited
  • Chelmsford, MA FULL_TIME,CONTRACTOR
  • Certifications: BLS/CPR Certificate and Active LPN license Experience: 2 years Duration: 12 months Shift: Day INDHC01 Job Types: Full-time, Contract Pay: $48.00 - $53.00 per hour Standard shift: Day s...
  • 1 Day Ago

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0 Private Banking Manager jobs found in Lowell, MA area

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Internal Revenue Agent (Special Enforcement Program - Examiner) 12 MONTH ROSTER (Amended)
  • Department Of The Treasury
  • Lowell, MA
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/26/2024 12:00:00 AM

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Chief Revenue Officer
  • Equity Risk Sciences.com
  • Boston, MA
  • Job Description Job Description Chief Revenue Officer Equity Risk Sciences, Inc. (ERS) is seeking two Chief Revenue Offi...
  • 4/25/2024 12:00:00 AM

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Advisory Services: Financial Analyst
  • B Riley Financial
  • Needham Heights, MA
  • B. Riley Advisory Services Inventory Group - Financial Analyst Job DescriptionB. Riley Advisory Services - Inventory Gro...
  • 4/24/2024 12:00:00 AM

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Risk Analyst
  • Fidelity TalentSource LLC
  • Merrimack, NH
  • Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are curre...
  • 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
  • Nashua, NH
  • 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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Director, Strategic Finance
  • Mp: Wired For Hr
  • Woburn, MA
  • ABOUT OUR CLIENT: MP's client is fueled by a real understanding of today's challenges and is committed to a fundamental ...
  • 4/22/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - Direct Hire, 12 Month Register AMENDED
  • Department Of The Treasury
  • Manchester, NH
  • Duties WHAT ARE THE APPEALS (AP), LARGE BUSINESS AND INTERNATIONAL (LB&I), SMALL BUSINESS SELF-EMPLOYED (SB/SE) AND TAX ...
  • 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
  • Southborough, MA
  • 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

Lowell is a city in the U.S. Commonwealth of Massachusetts. Located in Middlesex County, Lowell (along with Cambridge) was a county seat until Massachusetts disbanded county government in 1999. With an estimated population of 109,945 in 2014, it is the fourth-largest city in Massachusetts, and the second-largest in the Boston metropolitan statistical area. The city is also part of a smaller Massachusetts statistical area called Greater Lowell, as well as New England's Merrimack Valley region. Incorporated in 1826 to serve as a mill town, Lowell was named after Francis Cabot Lowell, a local fi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$195,175 to $277,919
Lowell, Massachusetts area prices
were up 1.6% from a year ago

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