Private Banking Manager jobs in Pennsylvania
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)
Recently Added Private Banking Manager jobs
Senior Private Banking Relationship Manager
- WSFS Bank
-
Berwyn, PA
FULL_TIME
-
Job Description
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Relationship Manager will primarily manage Private Banking relationships for high-net-worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit and wealth management services. The Relationship Manager will attend to the needs of private banking and wealth management customers primarily seeking consumer loans, commercial loans, lines of credit on an unsecured or secured basis and deposit products.
Job Responsibilities:- Serve as the primary liaison to internal partners in the Commercial and Consumer divisions, as well as for external centers of influence for wealth management services including investment management, financial planning, Trust and brokerage services.
- Call on prospective clients, as well as medical, legal, tax and other professional service providers to develop new relationships, retain existing business, and promote additional services to current clients.
- Interview customers and prospects to develop information concerning their needs and financial condition to determine whether a loan may be an acceptable risk and make decisions on loans and terms if within own lending limits.
- Serve as Co-Advisor with in-house Investment Advisors to determine whether professional money management services are, and continue to be, appropriate for the client.
- Keep abreast of regulatory, economic, and financial market trends.
- Actively participate in community functions, and continue to expand their knowledge in all Private Banking and wealth management services including credit, risk management, investments, financial planning, fiduciary, and insurance as well as real estate, retirement and tax planning.
- A Bachelor’s Degree is required, preferably in a Finance related field. CFP, CTFA, MBA, JD or similar designation preferred.
- Must have a minimum of 10 years of lending, Private Banking, or wealth management experience.
- Knowledge of key financial, investment, and fiduciary concepts along with a strong knowledge of commercial, consumer loan and deposit products.
- Must be able to travel within the Bank’s footprint to branch and wealth management locations and visit customers.
- Results oriented, sales aptitude with demonstrated ability to achieve organizational and business goals.
- Must be self-motivated, and able to work with minimal supervision.
- Superior interpersonal, organizational, and client service skills
- Must have excellent written and oral communication skills.
- Must have excellent listening and presentation skills.
- Must have an excellent problem solving ability.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. - 10 Days Ago
Auto Finance & Insurance Manager, Experience Req'd!
- Private Company
-
Erie, PA
FULL_TIME
- Automotive Finance & Insurance ManagerExperience Required And Knowledge Of PA Title ComplianceA leading dealership in the Northwest Pennsylvania area needs to hire a Finance & Insurance Manager to joi...
- 2 Days Ago
Automotive Sales Manager, $120,000++ Income, Experience Req'd!
- Private Company
-
Franklin, PA
FULL_TIME
- Automotive Sales ManagerAuto Sales Manager Experience Is Required$120,000 Income! Excellent Benefits!Good Work/Life Balance!A successful automotive dealership in WESTERN PENNSYLVANIA is seeking a dyna...
- 10 Days Ago
Commercial Banking Portfolio Manager
- Community Bank System, Inc.
-
Wilkes Barre, PA
FULL_TIME
- OverviewAt Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Ban...
- 2 Days Ago
Commercial Banking Portfolio Manager
- Community Financial System, Inc.
-
Wilkes Barre, PA
FULL_TIME
- OverviewAt Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Ban...
- 3 Days Ago
Business Banking Relationship Manager
- BMO Bank N.A.
-
Huntington, PA
FULL_TIME
- Application Deadline: 07/30/2024 Address: 19006 Brookhurst Blvd. Job Family Group: Commercial Sales & Service Come join a culture that is about so much more than the bottom line. Be a part of a team t...
- Just Posted
Private Banking Manager jobs at Popular Companies
Financial Associate
- Wintrust Financial
-
Delafield, WI
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
- 6/12/2024 12:00:00 AM
Financial Advisor
- Wintrust Financial
-
Chicago, IL
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
- 6/12/2024 12:00:00 AM
Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
- Citizens
-
Buffalo, NY
- Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
- 6/10/2024 12:00:00 AM
Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
- Citizens
-
Pittsburgh, PA
- Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
- 6/10/2024 12:00:00 AM
Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
- Citizens
-
Albany, NY
- Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
- 6/10/2024 12:00:00 AM
Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
- Citizens
-
Syracuse, NY
- Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
- 6/10/2024 12:00:00 AM
Private Client Market Leader - Mid Atlantic (Pittsburg, PA/Western NY)
- Citizens
-
Rochester, NY
- Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this th...
- 6/10/2024 12:00:00 AM
SVP, Private Banker
- NexBank
-
Dallas, TX
- Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
- 6/10/2024 12:00:00 AM
About Pennsylvania
Pennsylvania (/ˌpɛnsɪlˈveɪniə/ (listen) PEN-sil-VAY-nee-ə), officially the Commonwealth of Pennsylvania, is a state located in the northeastern and Mid-Atlantic regions of the United States. The Appalachian Mountains run through its middle. The Commonwealth is bordered by Delaware to the southeast, Maryland to the south, West Virginia to the southwest, Ohio to the west, Lake Erie and the Canadian province of Ontario to the northwest, New York to the north, and New Jersey to the east.
Pennsylvania is the 33rd-largest state by area, and the 6th-most populous state according to the most recent of...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banking Manager jobs
$179,337 to $255,374
Most Popular Cities in Pennsylvania for Private Banking Manager Jobs
What does a Private Banking Manager do?
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