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)
Customer Solutions Manager - Waterford (E3)
OVERVIEW:
This position is responsible for leading an effective team for the purpose of helping customers achieve their financial goals, small or large, by providing outstanding service in a courteous, professional and ethical manner. Whether processing day-to-day banking transactions or educating customers on bank services that enhance their financial well-being, financial care managers are cross-trained to fully handle operational, customer service, and consumer and business product/service tasks efficiently and effectively. In addition, customer solutions managers serve in a leadership role and are experts in the areas of business development, small business, technology, and residential lending.
PRIMARY ACCOUNTABILITIES/RESPONSIBILITIES:
Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to customers.
SCOPE:
Assignment to a specific grade level is based upon various factors, including: branch asset size, production and staffing levels.
JOB REQUIREMENTS:
B.S. or equivalent: 5-7 years of cash handling, customer service, lending, supervisor/leadership, business development, and problem solving experience required. Ability to make business calls outside of branch and travel throughout the bank's market area. Completion of the small business, technology, leadership and residential lending training milestones. Effective customer service, verbal & written communication, math, problem solving and organizational skills. Detail-oriented and able to multi-task and use various types of office equipment, including computer. Able to lead by example; effective coaching and mentoring skills essential. Tech-savvy - use of and able to demonstrate features of banking technology with customers using a variety of tools. Proficient use of Microsoft Word, Excel, Outlook, and PowerPoint software applications is essential. Activity learns, demonstrates, and fosters the Chelsea Groton Bank culture. Physical requirements include the ability to move to various locations including the vault, ability to lift up to 15 pounds on an interim basis, and the flexibility to bend and reach.
In compliance with the federal Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and various state banking laws, MLOs at Chelsea Groton Bank must satisfy certain professional state-licensing requirements prior to engaging in loan origination activities on behalf of Chelsea Groton Bank.
SUPERVISORY SCOPE:
<4 direct reports
<4 indirect reports
INDEPENDENT ACTION:
Establishes short-range plans and objectives within scope of Bank-wide policies and goals. Consults with Retail Administrator/Skills Coach, Regional Sales & Service Manager, or Branch Operations Manager regarding policy interpretation or exceptions.
COMPLIANCE:
Responsible for adhering to bank policies and procedures relating to regulatory compliance requirements applicable to the job function including but not limited to Bank Secrecy Act, Anti-Money Laundering and Fair Lending.
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0 Private Banking Manager jobs found in New London, CT area