Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Managing Director Job Description
Location: Fargo, ND
Position Description: Under the general direction and supervision of the Regional Vice President, a Managing Director is responsible for office profitability and operations. This position must consistently recruit and retain productive independent sales associates. Responsible for developing and implementing systems to provide training, coaching, support and guidance to assist sales associates in the growth of their businesses. Must lead by demonstrating our company’s values with an emphasis on creating a culture that supports a high-level of customer service, collaboration and transparency through proactive communication. This position is exempt and non-selling.
Position Responsibilities:
Recruitment:
Agent Communications and Development:
Office Meetings:
Administrative Personnel
Results
Performance Goals:
Achieving established performance goals for recruiting and profit is essential to the success of this position. The Managing Director shall keep the CEO informed of activities performed and the results generated. In the event these goals are not met, the Managing Director shall work diligently to develop new tactics and strategies to bring about the desired results.
Position Requirements:
Compensation:
An ideal candidate shall receive a base salary and quarterly bonus based on achieving company goals. Bonus is in complete control of the candidate, earning opportunities are non capped.
Job Type: Full-time
Benefits:
Experience level:
Schedule:
Experience:
License/Certification:
Ability to Commute:
Ability to Relocate:
Work Location: In person