Private Banking Manager jobs in Oregon

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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Private Banking Assistant Relationship Manager
  • Umpqua Bank
  • Oswego, OR FULL_TIME
  • About Us:

    Umpqua Bank is headquartered in the Pacific Northwest with 5,000 employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

    We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

    About the Role:

    A Private Bank Assistant Relationship Manager learns to develop, advise, manage, and retain Private Banking client relationships. They also provide wealth management services to these clients, including: deposit, cash management, credit, investment management, and trust services. Work very closely with clients, Relationship Managers and Credit Analysts to analyze loan needs and options available.


    • Focus on client retention and identify opportunities to deepen relationships
    • Manage and review client relationships on an ongoing basis
    • Develop knowledge, understanding and improvement of all Wealth Management services including: consumer and commercial credit structures and solutions, financial planning, deposit solutions, investment management solutions, and trust solutions
    • Other responsibilities as assigned
    • Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
    • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
    • Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
    • May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
    • Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
    • Takes personal initiative and is a positive example for others to emulate.
    • Embraces our vision to become “Business Bank of Choice”
    • May perform other duties as assigned.


    About You:

    • Bachelor’s degree in finance or other relevant area preferred- or equivalent work experience. Preferred
    • 2 years of Banking experience.
    • Retains client relationships.
    • Proactive
    • Thorough knowledge of credit structures
    • Focused on client satisfaction
    • Ability to work independently
    • Ability to provide client solutions
    • Learning to prospect, build, and manage new client relationships
    • Thorough knowledge of bank products and services in order to cross-sell
    • Thorough knowledge in all job functions
    • Thorough knowledge in banking services offered by other Lines of Businesses to identify and offer qualified referrals


    Workstyle:
    Fully onsite

    Our Benefits:

    We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $60,000.00-$75,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

    We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

    Our Commitment to Diversity:

    Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@umpquabank.com

    To Staffing and Recruiting Agencies:

    Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

  • 28 Days Ago

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Business Banking Relationship Manager
  • U.S. Bank National Association
  • Oswego, OR FULL_TIME
  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succee...
  • 1 Day Ago

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Commercial Banking Relationship Manager III
  • Umpqua Bank
  • Eugene, OR FULL_TIME
  • Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000 employees and offers banking services to customers throughout the nation. It’s an especially exciting time to joi...
  • 11 Days Ago

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Business Banking Virtual Relationship Manager
  • KeyBank
  • Milwaukie, OR FULL_TIME
  • Location:10888 SE Main Street - Milwaukie, Oregon 97222This role will require 1-3 days in office and/or branch for team, partner or client meetings***Job SummaryActively manages a portfolio of clients...
  • 22 Days Ago

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Group Product Design Manager - Banking
  • Mercury
  • Portland, OR FULL_TIME
  • In 1954, Eero Saarinen designed a bank with glass walls, no offices, and a completely open floor plan in Columbus, Indiana. It was surrounded by trees; the furniture was made by Herman Miller; the lob...
  • 26 Days Ago

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Private Equity Fund Manager
  • Augment Jobs
  • Portland, OR FULL_TIME
  • Job OverviewWe are seeking an experienced and highly motivated Private Equity Fund Manager to lead and manage our private equity fund investments. The successful candidate will be responsible for iden...
  • 21 Days Ago

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Vice President, Analytics and Strategy
  • Ariat International
  • San Leandro, CA
  • About the Role The Vice President, Analytics and Strategy leads and consults on key initiatives and projects for the bra...
  • 9/20/2024 12:00:00 AM

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Compliance Associate or Senior Associate
  • Octagon Credit Investors
  • New York, NY
  • Employer Summary: Octagon Credit Investors, LLC is a 25+ year old, $34+B investment adviser focused on leveraged loan, h...
  • 9/20/2024 12:00:00 AM

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General Counsel
  • Burnham Sterling
  • Greenwich, CT
  • Company. Burnham Sterling & Company LLC (or registered affiliates thereof) (“Burnham”, the “Firm” or the “Company”) is a...
  • 9/20/2024 12:00:00 AM

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Associate, Private Wealth Client Services (MDM)
  • Cresset
  • San Francisco, CA
  • About Cresset Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset’s goal...
  • 9/20/2024 12:00:00 AM

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Staff Accountant-Let us pay for your CPA- Relocation to Dayton/Cincinnati, OH required
  • The Connor Group
  • Does this describe you? Would those that know you best describe you as having great attention to detail? Do you have exc...
  • 9/20/2024 12:00:00 AM

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GMM Southeast Region
  • Citigroup Inc.
  • Miami, FL
  • Serve as member of the Ultra High Net Worth Regional Management team and the extended US Private Bank Management team. H...
  • 9/19/2024 12:00:00 AM

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Manager Private Banking
  • Comerica
  • San Jose, CA
  • Private Banking Manager This is a player/coach role that requires maintaining a book of business while also providing le...
  • 9/18/2024 12:00:00 AM

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SVP, Private Banker
  • NexBank
  • Dallas, TX
  • Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
  • 9/17/2024 12:00:00 AM

Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean. Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$183,787 to $261,716

Private Banking Manager in Columbus, OH
That the largest financial institutions in the country, ones that gave birth to the concept of private banking, have distanced themselves from the term may appear to be a subtle shift, but it is symbolic of a much larger one happening across the private banking industry as institutions enter a new era.
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Private Banking Manager in Anchorage, AK
Private banks and wealth management firms usually require a minimum balance.
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Private Banking Manager in Troy, NY
Talk with us today to see how The Private Bank can help you.
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