Private Banking Manager jobs in Wilmington, NC
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
Business Banking Portfolio Manager
- United Bank
-
Wilmington, NC
FULL_TIME
-
JOB SUMMARY:
Responsible for underwriting small business loan requests to achieve efficiencies and quality of the process to enhance client experience. Primary performance responsibilities include analyzing business and personal financial data to determine the merits of the loan request (including adherence to loan policy), assessing the credit worthiness of borrowers, and identifying risks. Ensure all due diligence and background evaluations are complete and thorough before rendering a credit recommendation.
RESPONSIBILITIES:
- Responsible for the evaluation and underwriting of Business Banking loans to determine credit worthiness and compliance to United lending policies.
- Review and analyze business and personal financial data to determine the merits of the loan request, assessing the credit worthiness of borrowers.
- Working directly with Lender or Relationship Manager and other team members to effectively grow fees, deposits, and portfolio revenue.
- Contribute to meeting and/or exceeding the assigned volume/production goals of the account officers within the markets they service.
- Deliver spreadsheets, reports, summaries and issue opinions and recommendations to loan officers, credit officers or approving body to be utilized in credit decisions on new, renewal and existing loans.
- Perform company and industry research as needed. Perform online research of public records including, but not limited to, assessors’ databases, county register’s databases, Lexis Nexis and Secretary of State database for corporate filings and Uniform Commercial Code (UCC) filings.
- Analyst will independently be responsible for accurate completion of loans assigned by applying appropriate techniques and regulatory parameters.
- Effectively communicates and acts as a liaison to internal customers to resolve business lending issues.
- Assists with organizing workflow for designated group and coordinates the successful completion of projects as assigned.
- Periodically may participate in market visits or client calls as necessary.
- Contacts Relationship Manager, as appropriate, for additional information and details related to loan request or clarification of financial materials and resources.
- Collaborate with team members by providing credit alternatives and creative ways to structure credits ensuring that transactions are within portfolio risk standards.
- Maintains up-to-date knowledge on all Bank lending policies and regulations. Confers with the Credit Team and appropriate Bank personnel regarding new/existing lending requirements and regulations.
- Identify areas of concerns pertaining to a loan and discuss with Lender or Relationship Manager or Director of Business Banking or Market President, as applicable.
- Maintains a proactive commitment to established bank programs, such as Community Reinvestment Act (CRA) and Affirmative Action.
- Participate in team sales meetings.
Qualifications
SKILLS/QUALIFICATIONS:
- Bachelor’s Degree required; degree may be substituted with minimum of three (3) years of additional related banking experience.
- One (1) year of professional Banking experience required; experience in Credit Analysis is preferred.
- Demonstrated ability to complete accurate complex financial and other analysis is required
- Proficiency in Microsoft Office products is required.
- Demonstrated ability to use Financial Analysis software required.
- Demonstrated ability to complete accurate financial and other analysis is required.
- Ability to travel up to 10% required (may require overnight travel)
- Ability to demonstrate strong interpersonal and problem-solving skills.
- Excellent written and verbal communication skills required.
- Ability to perform complex mathematical calculations is required.
- Ability to work independently and as part of a team within a fast-paced environment.
- Strong multi-tasking and detail-oriented skills is essential.
- Demonstrates the Bank’s core values.
KEY COMPETENCIES:
- Analytical and critical thinking skills
- Assessing, analyzing and interpreting complex financial information
- Meticulous attention to detail
- Problem Solving
- Interpersonal and communication skills
Essential Functions:
- Sitting for extended periods of time.
- Ability to efficiently operate a computer keyboard, mouse, and other computer components.
- Ability to converse and exchange information with all levels of staff within organization.
- Ability to observe, perceive, identify, and translate data.
- Ability to travel via air, rail, automobile and/or bus.
Company Profile
At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. At United, our strength is our people, and we are committed to nurturing an inclusive culture that is reflective of the communities we serve; celebrates diversity of thought, backgrounds, and experience; promotes respect and a shared purpose; and aligns with our core values. Member FDIC. Equal Housing Lender. Equal Opportunity Employer. - 1 Month Ago
Quality Assurance Specialist I
- Live Oak Banking Company
-
Wilmington, NC
FULL_TIME
- About Us Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business B...
- 11 Days Ago
Director, Lender Finance
- Live Oak Banking Company
-
Wilmington, NC
FULL_TIME
- About Us Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business B...
- 1 Month Ago
Security Officer - Previous Applicants Need Not Apply
- Private Gated Community
-
Wilmington, NC
FULL_TIME
- Previous Applicants Need Not Apply Unarmed Security Officers full time for local prestigious gated community. Job requirements include shift work, patrol and gate duty, with extended periods of standi...
- 20 Days Ago
Unarmed Security Officer
- Private Residential Community
-
Wilmington, NC
FULL_TIME
- SERIOUS INQUIRIES ONLY A local private residential community is seeking a responsible and professional individual for a full-time security position. Some of the responsibilities of this position inclu...
- 1 Month Ago
Banking Associate (20) Hampstead
- TD Bank
-
Hampstead, NC
PART_TIME
- Banking Associate (20) Hampstead 432675BR Job Category - Primary Retail Banking - Customer Service Work Location 15280 Highway 17 Employment Type Regular City Hampstead Time Type Part Time State North...
- 1 Month Ago
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0 Private Banking Manager jobs found in Wilmington, NC area
Retail Branch Manager
- Woodforest
-
Wallace, NC
- Description: Take the next step toward your new career today!Become a part of the diverse and inclusive team within our ...
- 4/24/2024 12:00:00 AM
Quality Assurance Engineer
- Vantaca
-
Wilmington, NC
- Job TypeFull-timeDescriptionVantaca's vision is big. We are the leading community management performance software that e...
- 4/22/2024 12:00:00 AM
HGV Class 1 Driver & Moffett
- Harrowden Turf
-
Southport, NC
- **HGV Class 1 Driver + Moffett Southport** Your duties will include delivering & collecting turf and related products fr...
- 4/21/2024 12:00:00 AM
LEAD SALES ASSOCIATE-PT
- Dollar General
-
WILMINGTON, NC
- Work Where You Matter: At Dollar General, our mission is Serving Others! We value each and every one of our employees. W...
- 4/30/2018 12:00:00 AM
LEAD SALES ASSOCIATE-FT
- Dollar General
-
WILMINGTON, NC
- Work Where You Matter: At Dollar General, our mission is Serving Others! We value each and every one of our employees. W...
- 4/30/2018 12:00:00 AM
LEAD SALES ASSOCIATE-FT
- Dollar General
-
LELAND, NC
- Work Where You Matter: At Dollar General, our mission is Serving Others! We value each and every one of our employees. W...
- 8/26/2016 12:00:00 AM
LEAD SALES ASSOCIATE-PT
- Dollar General
-
LELAND, NC
- Work Where You Matter: At Dollar General, our mission is Serving Others! We value each and every one of our employees. W...
- 8/26/2016 12:00:00 AM
About Wilmington, North Carolina
Wilmington is a port city and the county seat of New Hanover County in coastal southeastern North Carolina, United States.
With a population of 119,045 in 2017, it is the eighth most populous city in the state. Wilmington is the principal city of the Wilmington Metropolitan Statistical Area, a metropolitan area that includes New Hanover and Pender counties in southeastern North Carolina, which has a population of 263,429 as of the 2012 Census Estimate.
Wilmington was settled by the English along the Cape Fear River. The city was named after Spencer Compton who was the Earl of Wilmington. Its ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$163,868 to $233,340
Wilmington, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% 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