Private Banking Director jobs in Louisiana

Private Banking Director oversees all aspects of private banking activities that service the needs of high net-worth clients. Ensures that client relationships are developed and expanded and that the resources of the entire organization are properly leveraged to provide efficient and personalized service delivery. Being a Private Banking Director develops strategies and objectives that include deposit and loan volume goals and effective marketing plans. Implements operations, processes, and team development programs that enhance the achievement of private banking objectives. Additionally, Private Banking Director may act as a consultant for high-value or complex credit decisions. Requires a bachelor's degree. Typically reports to senior management. The Private Banking Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Private Banking Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

R
Commercial and Private Banking Associate
  • Resource Bank (Louisiana)
  • Covington, LA FULL_TIME
  • RESOURCE BANK

    Commercial and Private Banking Associate

    Position Summary:

    This position reports to the Commercial and Private Banking Officer or Senior Commercial and Private Banking Officer/Market Leader and is responsible for managing the loan and deposit portfolio developed by the officer as well as assisting others in the department, including the Commercial and Private Banking Officers and Manager.

    Essential Functions:

    • Manage customer portfolios.
    • Maintain customer confidentiality at all times.
    • Provide departmental coverage as it relates to phone and walk-in clients to assist with banking and loan needs.
    • Assist clients in opening new accounts, and identify sales opportunities for other banking products and services, based on client needs.
    • Be well versed on all banking products to answer client questions, and explain available services.
    • Contact clients with maturing CD’s to ensure retention.
    • Investigate electronic banking issues and provide assistance, if possible, or refer to appropriate bank personnel for correction.
    • Adhere to all bank policies and compliance standards.
    • Assisting others in department with workflow as deemed appropriate by manager.
    • Manage daily overdrafts for department and make recommendations to officer for disposition, depending on position level.
    • Obtain and compile copies of loan applicants’ credit histories, corporate financial statements, and other financial information.
    • Assist with or handle the preparation of all materials needed to initiate lending transactions.
    • Complete and retains all compliance-related documents, especially as related to flood, RESPA, HMDA and all other regulatory requirements.
    • Assist with or manage and clear exceptions, depending on position level.
    • Assist with or manager past due loans, depending on position level.
    • Run credit reports.
    • May prepare loan vouchers and supporting documentation to present loan package for approval.
    • May attend loan closings to represent Resource Bank.
    • Sign official checks, depending on position level.
    • Analyze and make recommendation for lending below certain amounts, depending on position level.
    • Administrative support as directed by Officer.
    • Responsible for marketing Resource Bank in the public arena through personal and professional contacts.
    • Other duties necessary to maintain an efficient department.
    • All other duties assigned.

    Skills and Abilities:

    • Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
    • Speaking - Talking to others to convey information effectively.
    • Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
    • Mathematics - Using mathematics to solve problems.
    • Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
    • Ability to multitask.
    • Ability to work independently.
    • Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.
    • Team Skills – strong ability to work in a team environment and reach goals collectively.

    Competencies:

    • Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
    • Oral Expression - The ability to communicate information and ideas in speaking so others will understand.
    • Speech Clarity - The ability to speak clearly so others can understand you.
    • Speech Recognition - The ability to identify and understand the speech of another person.
    • Near Vision - The ability to see details at close range (within a few feet of the observer).
    • Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
    • Advancement Oriented – The willingness to learn and advance skills through education and training sessions.

    Experience and Education:

    Associates degree preferred but a combination of education and work experience will be considered. High School Diploma (or GED or High School Equivalence Certificate) required. Over 1 years of banking/lending support experience preferred. Will consider previous branch banking experience as acceptable.

    Resource Bank strives to be the employer of choice - EEO\Minority\Female\Vets\Disabled
  • 2 Days Ago

P
Private Caregiver
  • Private Sitting
  • Baton Rouge, LA PART_TIME,FULL_TIME
  • Hiring caregivers for 18 year-old female student at LSU. Job Starts 07/06/2024 All shifts are available. 24 hour care needed. You don't need any previous experience or medical training. Must be 18 yea...
  • 12 Days Ago

P
Tax Director - Private Companies
  • PRICE WATERHOUSE COOPERS
  • Orleans, LA OTHER
  • A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational...
  • 20 Days Ago

E
Strategy and Transactions - Investment Banking - SVP/Director - Life Sciences/Medtech
  • EY
  • Baton Rouge, LA FULL_TIME
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. At EY, you’ll have the chance to build a career as unique as you are, ...
  • 8 Days Ago

P
Part Time Private 1-1 Caregiver Needed in Brentwood/LA
  • Private Senior Care, LLC
  • Private Senior Care, LA PART_TIME
  • Overview: We are a private geriatric healthcare team. We work with private families looking for 1-1 in-home Caregiving and CNA services. Our goal is to match great caregivers with one of our clients. ...
  • 28 Days Ago

P
Dentist
  • Private Dental Office
  • Bossier, LA OTHER
  • Overview Immediate Ownership Available with additional bonuses! Position: Dentist OwnerLocation: Near Shreveport/Bossier City, LA We are seeking a skilled and compassionate Dentist Owner to take on ou...
  • 6 Days Ago

A
RN Registered Nurse - Surgical, Oncology, General Medicine, Hospice
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on Bonus: $20,000 Department: Surgical, Oncology, General Medicine, Hospice Schedule: Full Time Nights 7P-7...
  • 6/11/2024 12:00:00 AM

A
RN Registered Nurse - Emergency Department
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $20,000.00 Department: Emergency Department Schedule: Full Time Nights 7 pm - 7:30 am Monday- Fri...
  • 6/11/2024 12:00:00 AM

A
Registered Nurse - Emergency Department
  • Ascension
  • Grand Blanc, MI
  • Details Sign-on bonus: $20,000 Department: Emergency Department Schedule: Full Time Nights 11 pm - 7:30 am/7 pm - 7:30 a...
  • 6/11/2024 12:00:00 AM

A
Director of Marketing Operations
  • A. Fantis School
  • New York, NY
  • About Fantis: For over half a century, Fantis has stood as a cornerstone of academic, social, and spiritual growth. Loca...
  • 6/11/2024 12:00:00 AM

C
Sponsor Coverage Associate
  • CBIZ Private Equity Advisory
  • New York, NY
  • About the Role This role reports to the Managing Director and head of our Sponsor Coverage Team and is critical to expan...
  • 6/11/2024 12:00:00 AM

M
Executive Director
  • MHCAN
  • Santa Cruz, CA
  • JOB DESCRIPTION- STILL OPEN Position Title: Peer Run Drop In Executive Director Reports to: MHCAN Board of Directors If ...
  • 6/11/2024 12:00:00 AM

C
Investor Relations Associate
  • Career Climbers
  • Newport Beach, CA
  • Associate, Investor Relations - Commercial Real Estate - Newport Beach, CA A leading industrial real estate firm focusin...
  • 6/11/2024 12:00:00 AM

C
Principal/Director of Fund Operations
  • Clocktower Group
  • Santa Monica, CA
  • Clocktower Group is an alternative asset management and advisory firm based in Santa Monica, California, with teams in L...
  • 6/11/2024 12:00:00 AM

Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico. The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$205,093 to $322,326

Private Banking Director in Colorado Springs, CO
Private banking forms a more exclusive (for the especially affluent) subset of wealth management.
January 05, 2020
Private Banking Director in Saint Cloud, MN
At least until recently, it largely consisted of banking services (deposit taking and payments), discretionary asset management, brokerage, limited tax advisory services and some basic concierge-type services, offered by a single designated relationship manager.
January 14, 2020
Private Banking Director in Chillicothe, OH
Your Private Banker will create a team of specialists who will provide expertise in financial planning, family advisory planning, investment management portfolio services and trust and investments.
December 02, 2019