Private Banking Manager jobs in Monterey, 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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Vice President, Commercial Banking
  • Western Alliance Bank
  • Carmel, CA FULL_TIME
  • Job Title: Vice President, Commercial Banking Location: Carmel Valley What you'll do: The position of Commercial Banker is responsible for identifying a target market for new business and subsequently develop and establish a book of new business from those relationships. The position is responsible for the negotiating, underwriting and coordinating the closing of a variety of major and complex commercial real estate, SBA, and construction loans in compliance with the Bank’s lending policies and procedures; develops business checking and deposit relationships with customers. What we are looking for: Compiles and analyzes market research data to develop recommendations regarding products and services focused on needs of target market. Engages in business development activities and solicitation of new business based on the target market. Calls and visits target customers to promote and sell Bank products and services to establish a new book of business. Develops and maintains customer data base including calls and results on all new business relationships. Makes reports to superiors as required. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information. Performs basic pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions; refers and recommends acceptance to the Chief Credit Officer or Loan Committee. Coordinates processing of approved loans; ensures loans are processed according to agreement, customer needs and conform to Bank lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within the Relationship Manager’s portfolio. Maintains a superior knowledge of financial industry status and trends. Recommends to senior management those products and services experiencing less than satisfactory performance. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank’s image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Qualifications Bachelor’s degree from a four-year college or university and 5 years of related experience and/or training; or a combination of experience and education. Work related experience must consist of a basic lending background including negotiating, underwriting and coordinating the closing of a variety of major and complex consumer, residential, equipment, SBA, commercial building and business loans; relationship development, experience in the financial services industry. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Knowledge and experience in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. Intermediate knowledge of Bank lending procedures, Bank policies and procedures, and the Bank’s products and services. Extensive knowledge in all facets of relationship management. Exceptional analytical skills. Intermediate skills in word processing and spreadsheet software (i.e., Microsoft Word, Excel, etc.). Exceptional oral, written and interpersonal communication skills Exceptional organizational and time management skills. #LI-JG1 Compensation: Salary range for new hires is generally $124,190.00 - $153,400.00 for San Diego, CA. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits you’ll love: We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. © Western Alliance Bancorporation About Western Alliance Bancorporation With more than $70 billion in assets, Western Alliance Bancorporation (NYSE:WAL) is one of the country’s top-performing banking companies. Through its primary subsidiary, Western Alliance Bank, Member FDIC, clients benefit from a full spectrum of tailored commercial banking solutions and consumer products, all delivered with outstanding service by industry experts who put customers first. Major accolades include being ranked as a top U.S. bank in 2023 by American Banker and Bank Director. Serving clients across the country wherever business happens, Western Alliance Bank operates individual, full-service banking and financial brands with offices in key markets nationwide. For more information, visit Western Alliance Bancorporation. For more information, visit Western Alliance Bank online. Terms & Notices Privacy Policy FDIC Insurance
  • 18 Days Ago

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Medical Surgical (ED) RN 87881
  • Cephas Consultancy Services Private Limited
  • King, CA FULL_TIME
  • TITLE: Medical Surgical (ER) RNSHIFT: VariedSTART DATE: TBDLOCATION: King City, CA REQUIREMENTS:Graduate of an Accredited school of nursing1 years of recent acute care experience6 months of recent exp...
  • 10 Days Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Hollister, CA FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 24 Days Ago

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RN - Private Duty Nursing
  • Maxim Healthcare Services
  • Monterey, CA OTHER,FULL_TIME
  • Salary: $40 - $65 / per hourMaxim Healthcare Services is seeking a Registered Nurse (RN) to assume responsibility and accountability for the application of the nursing process and the delivery of pati...
  • Just Posted

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Private Wealth Client Associate
  • Bank of America
  • Carmel, 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...
  • Just Posted

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Private Wealth Client Associate
  • Disability Solutions
  • by, 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...
  • 1 Day Ago

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0 Private Banking Manager jobs found in Monterey, CA area

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Associate, Finance, Strategy & Analysis, Partnerships
  • Netflix
  • Los Gatos, CA
  • Netflix is the world's leading streaming entertainment service with 260 million paid memberships in over 190 countries e...
  • 3/28/2024 12:00:00 AM

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Remote Help Desk Specialists I
  • Abacus Service Corporation
  • Monterey, CA
  • Candidates Request Form 1 Job Title Remote Help Desk Specialists I 2 Client Company/Dept. Name The Naval Postgraduate Sc...
  • 3/28/2024 12:00:00 AM

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Senior Engineer - ($12,000 Cash Hiring Incentive)
  • City of Monterey, CA
  • Monterey, CA
  • Salary: $131,496.00 - $169,440.00 Annually Location : City of Monterey, CA Job Type: Full-Time Job Number: 23-0905 Depar...
  • 3/27/2024 12:00:00 AM

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Trade Compliance Coordinator / Documentation Specialist
  • Careerbuilder
  • Watsonville, CA
  • Superior Foods International (SFI) is a global importer, distributor, and manufacturer of frozen fruits, vegetables, and...
  • 3/27/2024 12:00:00 AM

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Accounting Manager
  • Wald, Ruhnke & Dost Architects
  • Monterey, CA
  • Job Description Job Description ABOUT US: Wald Ruhnke & Dost Architects, LLP is Monterey County’s largest and most activ...
  • 3/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Soquel, CA
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 1/16/2024 12:00:00 AM

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Financial Advisor - Salinas, CA - Area 20, Region 067
  • Edward Jones
  • Salinas, CA
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 9/28/2023 12:00:00 AM

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Financial Advisor - Watsonville, CA - Market 31, Region 067
  • Edward Jones
  • Watsonville, CA
  • The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
  • 9/28/2023 12:00:00 AM

Founded on June 3, 1770, Monterey (Spanish: Monterrey) was the capital of Alta California under both Spain and Mexico until 1850. Monterey hosted California's first theater, public building, public library, publicly funded school, printing press, and newspaper. Monterey was the only port of entry for taxable goods in California. In 1846, the U.S. flag was raised over the Customs House, and California became part of the United States after the Mexican–American War. The city is located in Monterey County in the U.S. state of California, on the southern edge of Monterey Bay on California's Cent...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$198,198 to $282,234
Monterey, California area prices
were up 2.5% 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