Private Banking Director jobs in Oklahoma

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)

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Private Banking Assistant
  • Barracuda Staffing & Consulting
  • Tulsa, OK FULL_TIME
  • We are currently looking to fill a Private Banking Assistant position with a local Tulsa bank.

    You will be responsible for answering client inquiries related to a variety of banking products, assisting bankers with lending questions and documentation, and providing exceptional client care. The ideal candidate will possess excellent oral and written communication skills, be able to multitask effectively, and create a warm and welcoming environment that makes clients feel valued and appreciated.

    Hours: M-F 8a-5p

    Pay: $20-$23/hr

    Benefits:

    • Competitive salary and performance-based bonuses.
    • Health, dental, and vision insurance.
    • Retirement savings plan (401k).
    • Paid time off and holidays.
    • Ongoing professional development and training opportunities.
    • A supportive and inclusive work culture.
    • Opportunities for career advancement within the organization.
    Key Responsibilities:

    • Client Support: Serve as a primary point of contact for clients, addressing inquiries and providing information on various banking products, (business checking, savings, CDs, IRA’s, ), treasury services, and account-related questions.
    • Banker Assistance: Collaborate with bankers to assist with lending questions, document preparation, and client interactions, ensuring a seamless and efficient client experience.
    • Documentation: Assist in the preparation, review, and organization of banking documents, including loan applications, account paperwork, and client correspondence.
    • Client Relations: Cultivate and maintain positive client relationships by consistently delivering outstanding service, demonstrating empathy, and providing timely responses to inquiries.
    • Multitasking: Efficiently manage multiple tasks, prioritize workload, and meet deadlines to ensure the smooth operation of the private banking department.
    • Client Engagement: Help create a warm, welcoming, and personalized environment that makes clients feel valued and important during their interactions with the bank.
    Requirements:

    • Bachelor's degree in finance, business, or a related field preferred.
    • Previous experience in banking, private banking, or financial services is a plus.
    • Excellent oral and written communication skills.
    • Strong interpersonal skills with a focus on client satisfaction.
    • Exceptional organizational and multitasking abilities.
    • Detail-oriented and committed to maintaining accurate records.
    • Proficiency in Microsoft Office Suite and banking software.
    • Ethical and trustworthy with confidential information.
    • Professional demeanor and a passion for delivering exceptional client service.
    • Ability to work independently and as part of a collaborative team.
  • 22 Days Ago

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U.S Private Bank - Private Banker - Executive Director
  • JPMC Candidate Experience page
  • Tulsa, OK FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If ...
  • 24 Days Ago

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Market Executive- Middle Market Banking- Executive Director
  • JPMorgan Chase
  • Oklahoma, OK FULL_TIME
  • You are customer focused, enjoy building relationships, leading teams and providing financial advice to your clients. A role as a Market Executive in Middle Market Banking is for you. As a Market Exec...
  • 6 Days Ago

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Director- Middle School Band (Private Christian Academy)
  • IMMANUEL LUTHERAN CHURCH AND SCHOOL
  • Broken Arrow, OK PART_TIME
  • Immanuel Lutheran Christian Academy in Broken Arrow, OK has a part-time opening for an inspiring band director to join our energetic Fine Arts team teaching beginner and intermediate band to 5th-8th g...
  • 11 Days Ago

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Advantage Case Manager | Excell Private Care Services | Tulsa, OK
  • Excell Private Care Services
  • Tulsa, OK FULL_TIME
  • An Advantage Case Manager is responsible to carry out the case management process as outlined by the case management standards of operation set forth by Oklahoma Department of Human Services MSU and d...
  • 5 Days Ago

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Advantage Case Manager | Excell Private Care Services | Oklahoma City, OK
  • Excell Private Care Services
  • Oklahoma, OK FULL_TIME
  • ***You must submit a paper application*** APPLICATIONS CAN BE MAILED / EMAILED UPON REQUEST Excell Private Care Services, established in 1996, provides seamless, team-oriented, collaborative and coord...
  • 5 Days Ago

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Multi-Modality Technologist
  • St. David's Georgetown Hospital
  • Georgetown, TX
  • Description Introduction Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring ...
  • 6/12/2024 12:00:00 AM

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Director of Capital Management & Rating Agencies
  • Genworth
  • Raleigh, NC
  • At Enact Mortgage Insurance (Nasdaq: ACT), we understand that there’s no place like home. That’s why we bring our deep e...
  • 6/12/2024 12:00:00 AM

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Director, Data & Analytics (AWS)
  • RSM Delivery Center Private Limited (India)
  • Hyderabad, Telangana
  • We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
  • 6/12/2024 12:00:00 AM

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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

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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

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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

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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

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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

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Director jobs
$199,486 to $313,513

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