Private Banking Manager jobs in Sarasota, FL

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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Account Executive - Sales -Private Duty
  • Complete Home Care - Private Duty
  • Sarasota, FL FULL_TIME
  • Description

      

    Job Description:

    We are looking for a reliable and compassionate Account Executive - Sales - Private Duty for home health to join our team.


    Why Complete Home Care?

    Join our team at Complete Home Care be a part of a company that strives to provide the best care for our patients while building a team of dedicated employees. If you want a company that appreciates your skills, compassion, and heart, then Complete Home Care is the place for you! We take pride in not only providing excellent care to our patients but also creating a positive team environment with employee support.

    We provide,

    Benefits eligibility now starts the 1st of the month following employment.

    • Competitive Pay

    · Great Incentive Plan

    · Medical, Dental, Vision

    · 401 (K), Flex Spending

    · Life Insurance

    · Short- Long-Term Disability

    · Mileage Reimbursement

    · PTO

    · Competitive Pay

    · Team Events

    · Recruitment Incentive Program

    · Continuing Education Training

    · Employee Recognition Programs

    · Performance Incentives

    · Family Team Environment


    JOB GOAL: To develop business partnerships generating home health referral growth by making effective sales contacts, calls, and presentations. Serves as the agency staff representative with physicians, facilities, discharge planners, and community

    agencies. Responsible for the overall development and referral growth of the assigned territory.



    Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Responsible for assigned territory's overall development and referral growth, including facilities, physicians, home care providers, and community agencies.
    • Develops, implements, and evaluates quarterly and annual territory plans to achieve growth goals and implement agreed-upon strategies and actions.
    • Develops business relationships with providers by making effective sales calls and presentations to targeted referral sources.
    • Maintains professional and clinical knowledge of provider services. Acts as liaison between referral partners and agencies to communicate information about new products, programs, and service delivery.
    • Meets with patients and families to discuss home care services and individual needs/concerns and manage expectations as needed.
    • Takes the initiative in building relationships within the Intake department and with the appropriate patient care resources staff to ensure the establishment of effective communication with referral sources and internal stakeholders.
    • Updates and maintains customer and competitor profiles, logs daily call activity, and documents plans for follow-up activities with referral sources.
    • Serves as agency staff liaison with physicians, facility nurses, social workers, discharge planners, and community agencies; works with various community agencies to deliver appropriate services for potential patients.
    • As requested by the Director of Business Development, participates in marketing efforts to educate the healthcare community about home health programs, including physician calls, lunch and learns, health fairs, speaker’s bureau, and CEU programs for healthcare providers.
    • Prepares monthly tracking reports on referral sources and informs the agency of key marketplace changes relating to providers and competitors.
    • Understands that teamwork is a crucial part of our business, and can work well with colleagues, no matter the circumstances. Using individual skills cooperates with others, and accepts and provides constructive feedback despite personal conflicts between individuals involved.
    • Utilizes current Agency and/or department-specific software to complete assignments.

    The above statements are only meant to be a representative summary of the major duties and responsibilities performed by incumbents of this job. The incumbents may be requested to perform job-related tasks other than those stated in this description.

    Requirements

    ADDITIONAL DESIRABLE QUALIFICATIONS

    Must be proficient in using Microsoft programs for internal and external communications, presentations, database tracking/reporting, and spreadsheet applications.

    Proficiency in using a CRM solution is preferred.

    Must have excellent oral communication skills

    Is self-directed and possesses the ability to work with little supervision.

    MINIMUM QUALIFICATIONS

    Bachelor’s degree in marketing or related field or equivalent professional experience; and

    Minimum of two (2) years of experience in home care sales or related industry with a proven record of achieving incremental growth in direct sales.

    Environmental/Working Conditions

    No or very limited physical effort is required.

    No or very limited exposure to physical risk.

    Work is normally performed in a typical interior/office work environment.

    Reliable transportation and auto liability insurance.

    Computer and basic office equipment.

  • 15 Days Ago

T
Banking associate
  • TD Bank
  • Sarasota, FL FULL_TIME
  • Hours 20, including weekends (Saturday & Sunday) Job Details The Banking Associate is a banking professional that is integral to TD’s Brand promise as they are accountable for delivering legendary Cus...
  • 1 Month Ago

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Banking associate
  • TD
  • Sarasota, FL FULL_TIME
  • Hours 20, including weekends (Saturday & Sunday) Job Details The Banking Associate is a banking professional that is integral to TD’s Brand promise as they are accountable for delivering legendary Cus...
  • 1 Month Ago

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Patient Liaison
  • Private Physician Services Pllc
  • Sarasota, FL FULL_TIME
  • Benefits/Perks Competitive Hourly Pay Career Growth Opportunities Fun and Energetic Environment Discount on Products and Services Job Summary We are looking for a friendly, welcoming patient liaison t...
  • 19 Days Ago

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Financial Planner
  • Sarasota Private Trust Co
  • Sarasota, FL FULL_TIME
  • Position: Financial Planner Department: Sarasota Private Trust CompanyReports To: Chief Executive OfficerEmployment Status: Full-Time, ExemptOffice Location: Sarasota, FL Job Summary Oversee the daily...
  • 12 Days Ago

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Private Chauffeur
  • The Resource Factory
  • Sarasota, FL FULL_TIME,PART_TIME
  • Job Summary:We are seeking a reliable and experienced Chauffeur to join our team. As a Private Chauffeur, you will be responsible for providing safe and efficient transportation services to our client...
  • 3 Days Ago

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0 Private Banking Manager jobs found in Sarasota, FL area

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Reporting Analyst
  • Hays Recruitment
  • Tampa, FL
  • Hays Investor Work for Hays About Us Find Us US EN For Job Seekers For Organizations Australia Austria Belgium Brazil Ca...
  • 3/29/2024 12:00:00 AM

H
Tax Senior
  • Hays Recruitment
  • Tampa, FL
  • Hays Investor Work for Hays About Us Find Us US EN For Job Seekers For Organizations Australia Austria Belgium Brazil Ca...
  • 3/28/2024 12:00:00 AM

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Chief Financial Officer
  • Fyzical Company Clinics Careers
  • Sarasota, FL
  • Why Join FYZICAL at our headquarters location in sunny Sarasota, Florida? FYZICAL is a forward-thinking healthcare organ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Saint Petersburg, FL
  • 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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Senior Premier Banker- North Port Branch, North Port, FL
  • WELLS FARGO BANK
  • North Port, FL
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Financial Services Payment Product Manager (Hybrid)
  • Pitney Bowes
  • Tampa, FL
  • At Pitney Bowes, we do the right thing, the right way. As a member of our team, you can too. We have amazing people who ...
  • 3/27/2024 12:00:00 AM

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Case Manager RN PRN
  • HCA Florida St. Petersburg Hospital
  • St Petersburg, FL
  • Description Introduction Do you have the PRN career opportunities as a(an) Case Manager RN PRN you want with your curren...
  • 3/25/2024 12:00:00 AM

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Case Manager RN PRN
  • HCA Florida Northside Hospital
  • St Petersburg, FL
  • Description Introduction Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communi...
  • 3/25/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$170,470 to $242,749
Sarasota, Florida area prices
were up 1.5% from a year ago

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