2,430 Bank Wealth Management jobs in the United States
Private Banking Associate Credit
60684 Chicago, Illinois
BMO Financial Group
Posted 4 days ago
Job Viewed
Job Description
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
+ Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
+ Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
+ Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
+ Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Ensures high quality of information obtained to support decisions.
+ Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
+ Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
+ Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
+ Applies financial planning skills and concepts against each client's personal and financial situation.
+ Acts as an ambassador to enhance BMO's reputation in the market.
+ Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
+ Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
+ Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
+ Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
+ Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
+ Performs sales and service support activities to meet client needs and maintain overall service levels.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
+ Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
+ Basic knowledge of Personal and Commercial credit and non-credit products.
+ Working sales and client service skills
+ Working business development skills with successful track record
+ In-depth relationship management skills.
+ Able to work independently, resolving complex or ambiguous issues or situations.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
+ Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
+ Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
+ Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
+ Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Ensures high quality of information obtained to support decisions.
+ Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
+ Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
+ Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
+ Applies financial planning skills and concepts against each client's personal and financial situation.
+ Acts as an ambassador to enhance BMO's reputation in the market.
+ Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
+ Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
+ Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
+ Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
+ Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
+ Performs sales and service support activities to meet client needs and maintain overall service levels.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
+ Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
+ Basic knowledge of Personal and Commercial credit and non-credit products.
+ Working sales and client service skills
+ Working business development skills with successful track record
+ In-depth relationship management skills.
+ Able to work independently, resolving complex or ambiguous issues or situations.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
View Now
0
Private Banking Officer I
90209 Beverly Hills, California
City National Bank
Posted 5 days ago
Job Viewed
Job Description
*PRIVATE BANKING OFFICER I*
WHAT IS THE OPPORTUNITY?
Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals.
* Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank.
* Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiating ongoing communication with the client.
* Complete KYCs for new clients/entities/loans.
* Follow up with client for missing documentation on DARS report.
* Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity.
* Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements.
Client Services
* Act as primary liaison between the client and all areas of the bank. Perform follow-up with all client requests to ensure completion and satisfaction.
* Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine an appropriate method of approach.
Cross Sell
* Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services.
* Participate in cross-selling activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of experience in client service, banking operations or Private Banking relationship management support required.
* Minimum 2 years of experience in a banking or financial services environment required
* Minimum 2 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
*Additional Qualifications*
* Strong risk management and operations knowledge.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* Excellent analytical skills.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
* Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $53,955 - $86,177 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals.
* Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank.
* Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiating ongoing communication with the client.
* Complete KYCs for new clients/entities/loans.
* Follow up with client for missing documentation on DARS report.
* Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity.
* Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements.
Client Services
* Act as primary liaison between the client and all areas of the bank. Perform follow-up with all client requests to ensure completion and satisfaction.
* Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine an appropriate method of approach.
Cross Sell
* Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services.
* Participate in cross-selling activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of experience in client service, banking operations or Private Banking relationship management support required.
* Minimum 2 years of experience in a banking or financial services environment required
* Minimum 2 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
*Additional Qualifications*
* Strong risk management and operations knowledge.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* Excellent analytical skills.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
* Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $53,955 - $86,177 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
View Now
1
Private Banking Associate Credit
92662 Balboa Island, California
BMO Financial Group
Posted 5 days ago
Job Viewed
Job Description
Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
+ Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
+ Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
+ Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
+ Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Ensures high quality of information obtained to support decisions.
+ Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
+ Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
+ Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
+ Applies financial planning skills and concepts against each client's personal and financial situation.
+ Acts as an ambassador to enhance BMO's reputation in the market.
+ Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
+ Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
+ Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
+ Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
+ Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
+ Performs sales and service support activities to meet client needs and maintain overall service levels.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
+ Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
+ Basic knowledge of Personal and Commercial credit and non-credit products.
+ Working sales and client service skills
+ Working business development skills with successful track record
+ In-depth relationship management skills.
+ Able to work independently, resolving complex or ambiguous issues or situations.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
+ Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
+ Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
+ Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
+ Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Ensures high quality of information obtained to support decisions.
+ Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
+ Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
+ Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
+ Applies financial planning skills and concepts against each client's personal and financial situation.
+ Acts as an ambassador to enhance BMO's reputation in the market.
+ Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
+ Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
+ Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
+ Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
+ Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
+ Performs sales and service support activities to meet client needs and maintain overall service levels.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
+ Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
+ Basic knowledge of Personal and Commercial credit and non-credit products.
+ Working sales and client service skills
+ Working business development skills with successful track record
+ In-depth relationship management skills.
+ Able to work independently, resolving complex or ambiguous issues or situations.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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2
Finance Manager II - Private Banking
90006 Los Angeles, California
City National Bank
Posted 5 days ago
Job Viewed
Job Description
*FINANCE MANAGER II - PRIVATE BANKING*
WHAT IS THE OPPORTUNITY?
This position is responsible for performing as a strategic financial business partner with one or more Lines of Business (LOBs) and defining, building, and leading the financial strategic direction of their respective LOBs consistent with the Bank's objectives.
WHAT WILL YOU DO?
* Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management.
* Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations.
* Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings.
* Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability.
* Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly.
* Conducts special financial projects and participates in various task forces and committees as required by senior management.
* Develop and implement ideas and strategies to improve processes and communication.
* Supervise workflow and provide expertise and direction to support staff as needed.
* Complies fully with all Bank policies and procedures, as well as all regulatory requirements.
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of experience working for a financial institution required
* Minimum 6 years of experience in a management role required
*Additional Qualifications*
* A CFA, CPA, or MBA is highly desirable.
* Excellent managerial, organizational, analytical, and project management skills required.
* Excellent interpersonal, verbal, and written communication skills.
* Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee.
* Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel.
* Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals.
* Must be able to manage and influence a large number of indirect reports without having authority.
* Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required.
* Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
WHAT IS THE OPPORTUNITY?
This position is responsible for performing as a strategic financial business partner with one or more Lines of Business (LOBs) and defining, building, and leading the financial strategic direction of their respective LOBs consistent with the Bank's objectives.
WHAT WILL YOU DO?
* Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management.
* Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations.
* Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings.
* Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability.
* Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly.
* Conducts special financial projects and participates in various task forces and committees as required by senior management.
* Develop and implement ideas and strategies to improve processes and communication.
* Supervise workflow and provide expertise and direction to support staff as needed.
* Complies fully with all Bank policies and procedures, as well as all regulatory requirements.
* Completes all required training.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of experience working for a financial institution required
* Minimum 6 years of experience in a management role required
*Additional Qualifications*
* A CFA, CPA, or MBA is highly desirable.
* Excellent managerial, organizational, analytical, and project management skills required.
* Excellent interpersonal, verbal, and written communication skills.
* Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee.
* Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel.
* Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals.
* Must be able to manage and influence a large number of indirect reports without having authority.
* Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required.
* Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting.
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
View Now
3
Private Banking Relationship Manager - Houston, TX
77007 Houston, Texas
Zions Bancorporation
Posted 11 days ago
Job Viewed
Job Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a **Private Banking Relationship Manager** to join our team in **Houston, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals.
**Essential Functions:**
+ Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible to maintain a high level of client satisfaction.
+ Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Other duties as assigned.
**Qualifications:**
+ Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience.A combination of education and experience may meet requirements.
+ Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Solid interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Computer skills including word processing and spreadsheet software.
**Benefits:**
+ Medical, Dental and Vision Insurance- START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
We are looking for a **Private Banking Relationship Manager** to join our team in **Houston, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing customers, and sourcing new customers through referrals.
**Essential Functions:**
+ Acts as the principal account and relationship manager for new and existing clients. Focuses on generating, managing and servicing a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible to maintain a high level of client satisfaction.
+ Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Other duties as assigned.
**Qualifications:**
+ Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience.A combination of education and experience may meet requirements.
+ Knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Solid interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Computer skills including word processing and spreadsheet software.
**Benefits:**
+ Medical, Dental and Vision Insurance- START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
4
Private Banking Relationship Manager - Austin, TX
78703 Austin, Texas
Zions Bancorporation
Posted 25 days ago
Job Viewed
Job Description
At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a seasoned **Private Banking Relationship Manager** in **Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
+ Acts the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and serving a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals.
+ Responsible for overseeing credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Work in an independent environment
+ Other duties as assigned.
Qualifications:
**Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.**
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Must have **formal credit training.**
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
We are looking for a seasoned **Private Banking Relationship Manager** in **Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
+ Acts the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and serving a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals.
+ Responsible for overseeing credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Work in an independent environment
+ Other duties as assigned.
Qualifications:
**Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.**
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Must have **formal credit training.**
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
5
Private Banking Relationship Manager - San Francisco, CA
94103, California
Zions Bancorporation
Posted 1 day ago
Job Viewed
Job Description
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a **Private Banking Relationship Manager** in **San Francisco, CA** . This role acts as the principal account and relationship manager for new and existing clients.
**Essential Functions:**
+ Acts as the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and servicing a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Other duties as assigned.
**Qualifications:**
+ Requires a Bachelor's and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Ability to display sound judgment.
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.**
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a **Private Banking Relationship Manager** in **San Francisco, CA** . This role acts as the principal account and relationship manager for new and existing clients.
**Essential Functions:**
+ Acts as the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and servicing a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Other duties as assigned.
**Qualifications:**
+ Requires a Bachelor's and 6+ years' experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Ability to display sound judgment.
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**This position is eligible to earn a base salary in the range of $123,000 - $181,000 depending on job-related factors such as level of experience.**
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
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6
Private Banking Manager - Downtown San Antonio, TX
78284 San Antonio, Texas
Zions Bancorporation
Posted 25 days ago
Job Viewed
Job Description
Amegy Bank is seeking top candidates for the role of **Private Banking Manager** to join our premier community bank in **Downtown San Antonio, Texas** . The ideal candidate will possess extensive knowledge of Texas communities and demonstrate experience in attracting new business relationships while deepening and retaining existing private banking relationships.
The Private Banking Manager is responsible for overseeing strategic relationship building, integrated business development, and the retention of high-net-worth private banking clients. This role involves leading the development of employees and setting the tone for sales growth. Additionally, the Private Banking Manager must possess the skills to monitor complex credit requests, ensuring proper documentation and credit quality in conformance with bank policy.
This position reports directly to the Regional President, ensuring alignment with the overall strategic goals of the region. Additionally, the Private Banking Manager has a significant responsibility to work very closely with the statewide Private Banking Segment Leader based in Houston, TX. This collaboration is crucial for maintaining consistency and excellence in private banking services across Texas, ensuring that both regional and statewide objectives are met effectively.
**Qualifications**
While relevant licenses can be beneficial, they are not a requirement for this position. We value experience, skills, and a strong understanding of private banking services over formal licensing. This allows us to consider a broader range of candidates who bring diverse expertise and perspectives to our team.
**Team Culture and Values**
+ **Commitment to Excellence:** We strive for the highest standards in everything we do, ensuring exceptional service and results for our clients.
+ **Integrity and Ethical Conduct:** We uphold the highest ethical standards, fostering trust and transparency in all our interactions, both internally and externally.
+ **Collaboration and Teamwork:** We believe in the power of teamwork and collaboration, working together to achieve common goals and deliver comprehensive banking solutions. Specifically, this leader is responsible for fostering trust and collaboration across lines of business, product and credit partners, and geographies.
+ **Continuous Learning and Development:** We are committed to the growth and development of our team members, providing opportunities for continuous learning and professional advancement.
+ **Community Engagement:** We actively participate in community affairs to enhance the bank's visibility and contribute to the well-being of the communities we serve.
**Key Responsibilities**
+ **Ethical Standards and Emotional Intelligence:** Prioritize the bank's interests over personal ones, resolving conflicts constructively regardless of personality differences. Reflect our commitment to ethical standards both inside and outside the bank. Lead by example to promote ethical behavior. Ensure staff competence and motivation through training, counseling, supervision, and performance reviews. Mentor less experienced associates and relationship managers, assisting with complex negotiations. Actively engage in community affairs to enhance the bank's visibility and image.
+ **Team Management:** Demonstrate a successful track record of managing a large team of bankers with diverse personalities and skill levels. Utilize strong leadership and interpersonal skills to motivate and guide the team towards achieving their goals.
+ **Performance and Results:** Meet individualized and team performance goals by encouraging private banking relationship managers to achieve their targets. Develop private banking relationships comprising complex credit facilities, core deposit accounts, fee income, and integration of other bank services.
+ **Business Development:** Develop, implement, and manage long-term prospect calling programs to generate significant revenue from loans, core deposits, fee income, and other bank services, supporting the development and maintenance of private banking relationships.
+ **Collaboration:** Foster a collaborative environment by working closely with internal teams and external partners to deliver comprehensive banking solutions. Act as a liaison between various departments to ensure seamless service delivery and client satisfaction.
+ **Client Advisory:** Conduct in-depth financial assessments to understand clients' needs and provide expert financial advice and personalized banking solutions to high-net-worth clients. Provide holistic financial advice in coordination with Zions Wealth that encompasses investments, estate planning, and risk management, prioritizing clients' financial well-being and long-term success.
+ **Leadership:** Lead and mentor a team of private banking professionals, fostering a culture of continuous learning and development. Balance hands-on client management with team leadership responsibilities to drive performance and growth.
+ **Change Management:** Champion and implement change initiatives to enhance service delivery and operational efficiency. Stay abreast of industry trends and regulatory changes to proactively adapt strategies and processes.
+ **Strategic Focus:** Formulate and execute strategic plans to expand the private banking portfolio while ensuring profitability. Identify and capitalize on market opportunities to drive business growth and client acquisition.
+ **Financial Analysis:** Analyze and interpret unit/division financial statements to make informed decisions that align with the bank's financial objectives. Monitor key performance indicators and financial metrics to ensure the health and profitability of the private banking division.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
The Private Banking Manager is responsible for overseeing strategic relationship building, integrated business development, and the retention of high-net-worth private banking clients. This role involves leading the development of employees and setting the tone for sales growth. Additionally, the Private Banking Manager must possess the skills to monitor complex credit requests, ensuring proper documentation and credit quality in conformance with bank policy.
This position reports directly to the Regional President, ensuring alignment with the overall strategic goals of the region. Additionally, the Private Banking Manager has a significant responsibility to work very closely with the statewide Private Banking Segment Leader based in Houston, TX. This collaboration is crucial for maintaining consistency and excellence in private banking services across Texas, ensuring that both regional and statewide objectives are met effectively.
**Qualifications**
While relevant licenses can be beneficial, they are not a requirement for this position. We value experience, skills, and a strong understanding of private banking services over formal licensing. This allows us to consider a broader range of candidates who bring diverse expertise and perspectives to our team.
**Team Culture and Values**
+ **Commitment to Excellence:** We strive for the highest standards in everything we do, ensuring exceptional service and results for our clients.
+ **Integrity and Ethical Conduct:** We uphold the highest ethical standards, fostering trust and transparency in all our interactions, both internally and externally.
+ **Collaboration and Teamwork:** We believe in the power of teamwork and collaboration, working together to achieve common goals and deliver comprehensive banking solutions. Specifically, this leader is responsible for fostering trust and collaboration across lines of business, product and credit partners, and geographies.
+ **Continuous Learning and Development:** We are committed to the growth and development of our team members, providing opportunities for continuous learning and professional advancement.
+ **Community Engagement:** We actively participate in community affairs to enhance the bank's visibility and contribute to the well-being of the communities we serve.
**Key Responsibilities**
+ **Ethical Standards and Emotional Intelligence:** Prioritize the bank's interests over personal ones, resolving conflicts constructively regardless of personality differences. Reflect our commitment to ethical standards both inside and outside the bank. Lead by example to promote ethical behavior. Ensure staff competence and motivation through training, counseling, supervision, and performance reviews. Mentor less experienced associates and relationship managers, assisting with complex negotiations. Actively engage in community affairs to enhance the bank's visibility and image.
+ **Team Management:** Demonstrate a successful track record of managing a large team of bankers with diverse personalities and skill levels. Utilize strong leadership and interpersonal skills to motivate and guide the team towards achieving their goals.
+ **Performance and Results:** Meet individualized and team performance goals by encouraging private banking relationship managers to achieve their targets. Develop private banking relationships comprising complex credit facilities, core deposit accounts, fee income, and integration of other bank services.
+ **Business Development:** Develop, implement, and manage long-term prospect calling programs to generate significant revenue from loans, core deposits, fee income, and other bank services, supporting the development and maintenance of private banking relationships.
+ **Collaboration:** Foster a collaborative environment by working closely with internal teams and external partners to deliver comprehensive banking solutions. Act as a liaison between various departments to ensure seamless service delivery and client satisfaction.
+ **Client Advisory:** Conduct in-depth financial assessments to understand clients' needs and provide expert financial advice and personalized banking solutions to high-net-worth clients. Provide holistic financial advice in coordination with Zions Wealth that encompasses investments, estate planning, and risk management, prioritizing clients' financial well-being and long-term success.
+ **Leadership:** Lead and mentor a team of private banking professionals, fostering a culture of continuous learning and development. Balance hands-on client management with team leadership responsibilities to drive performance and growth.
+ **Change Management:** Champion and implement change initiatives to enhance service delivery and operational efficiency. Stay abreast of industry trends and regulatory changes to proactively adapt strategies and processes.
+ **Strategic Focus:** Formulate and execute strategic plans to expand the private banking portfolio while ensuring profitability. Identify and capitalize on market opportunities to drive business growth and client acquisition.
+ **Financial Analysis:** Analyze and interpret unit/division financial statements to make informed decisions that align with the bank's financial objectives. Monitor key performance indicators and financial metrics to ensure the health and profitability of the private banking division.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
+ Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits, including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
7
Private Banking Relationship Manager: Heber City, UT
84032 Maeser, Utah
Zions Bancorporation
Posted 26 days ago
Job Viewed
Job Description
**Zions Bank** recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the _Salt Lake Tribune's_ Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for a **Private Bank Relationship Manager** in **Heber City, Utah.**
This role acts as the principal account and relationship manager for high net-worth clients.
**Private Banking** brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients.
The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients.
**Ideal candidates will have these skills and experience** **:**
+ Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.
+ Focus on generating, managing, and servicing high net-worth/affluent clients.
+ Responsible for generating, retaining, and expanding business in all the following areas:
+ Loan and deposit products, wealth management
+ Wealth management services including Investment, trust, and insurance referrals,
+ Commercial loans, consumer loans, and treasury services.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible to maintain a high level of client satisfaction.
+ Sources and develops new client leads through existing clients and referrals from other bank departments and divisions.
+ Willingness to build strong partnerships with all divisions inside the bank.
+ Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products.
+ Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank.
**Qualifications** **:**
+ Requires a bachelor's degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
+ Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services.
+ Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment.
+ Ability to display sound judgment in complicated client situations.
+ Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
+ Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients.
+ Strong interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality while acting as a trusted advisor.
+ Intermediate computer skills including the MS Office Suite.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for a **Private Bank Relationship Manager** in **Heber City, Utah.**
This role acts as the principal account and relationship manager for high net-worth clients.
**Private Banking** brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients.
The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients.
**Ideal candidates will have these skills and experience** **:**
+ Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.
+ Focus on generating, managing, and servicing high net-worth/affluent clients.
+ Responsible for generating, retaining, and expanding business in all the following areas:
+ Loan and deposit products, wealth management
+ Wealth management services including Investment, trust, and insurance referrals,
+ Commercial loans, consumer loans, and treasury services.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible to maintain a high level of client satisfaction.
+ Sources and develops new client leads through existing clients and referrals from other bank departments and divisions.
+ Willingness to build strong partnerships with all divisions inside the bank.
+ Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products.
+ Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank.
**Qualifications** **:**
+ Requires a bachelor's degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
+ Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services.
+ Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment.
+ Ability to display sound judgment in complicated client situations.
+ Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
+ Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients.
+ Strong interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality while acting as a trusted advisor.
+ Intermediate computer skills including the MS Office Suite.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
8
Administrative Assistant (Private Banking) - Phoenix or Scottsdale(AZ)
85067 Phoenix, Arizona
Zions Bancorporation
Posted today
Job Viewed
Job Description
At National Bank of Arizona, we are a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources, and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach has not changed. At National Bank of Arizona, the possibilities are endless - come for the job, stay for a career. Top candidates must be able to multitask, prioritize, organize, master scheduling in a high volume, fast-paced environment.
NBAZ is looking for a seasoned **Administrative Assistant** to join Arizona's #1 Community Bank in our **Phoenix or Scottsdale** offices.
**Essential Functions:**
Enthusiastic self-starter who is willing to provide a broad range of administrative support to the organizational unit, which may include:
+ Document preparation-creating and formatting documents electronically, including reports, complex spreadsheets (Excel), presentations (PowerPoint), and other related documents.
+ Anticipate needs and show flexibility and willingness to adapt in a fast-paced environment.
+ Effectively partner and communicate with individuals inside and outside the organization.
+ Calendar maintenance, travel coordination, and expense report management.
+ Event and meeting planning, and conference room scheduling and technology coordination.
+ Phone management, mail processing, and office supply management.
+ Composing routine correspondence and proofreading/editing documents, updating spreadsheets, databases, and reports.
+ Assistance with various programs, projects, and/or processes specific to the operating unit served.
+ Administrative liaison activities with others outside the company related to purchasing, personnel, facilities, and operations.
+ Employee training or assistance.
+ Other duties as assigned.
**Qualifications:**
+ Requires an associate degree in business or equivalent and a high degree of office and administrative experience, with a keen ability to interpret, evaluate, and analyze information.
+ A combination of education and experience may meet requirements.
+ Must have excellent organizational and communications skills, both verbal and written with experience supporting a senior level team
+ Intermediate/Expert proficiency in MS Word, Excel, Teams, Outlook, and PowerPoint is required.
+ Banking/Finance and Salesforce CRM experience highly preferred.
+ Must possess mobility to work in a standard office setting.
+ Knowledge of departmental processes, procedures, banking, and/or departmental products.
+ Essential ability to manage or coordinate projects with exceptional attention to detail and problem resolution skills.
Schedule: Monday - Friday: 8:00 A.M. to 5:00 P.M.; 40 Hours
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
NBAZ is looking for a seasoned **Administrative Assistant** to join Arizona's #1 Community Bank in our **Phoenix or Scottsdale** offices.
**Essential Functions:**
Enthusiastic self-starter who is willing to provide a broad range of administrative support to the organizational unit, which may include:
+ Document preparation-creating and formatting documents electronically, including reports, complex spreadsheets (Excel), presentations (PowerPoint), and other related documents.
+ Anticipate needs and show flexibility and willingness to adapt in a fast-paced environment.
+ Effectively partner and communicate with individuals inside and outside the organization.
+ Calendar maintenance, travel coordination, and expense report management.
+ Event and meeting planning, and conference room scheduling and technology coordination.
+ Phone management, mail processing, and office supply management.
+ Composing routine correspondence and proofreading/editing documents, updating spreadsheets, databases, and reports.
+ Assistance with various programs, projects, and/or processes specific to the operating unit served.
+ Administrative liaison activities with others outside the company related to purchasing, personnel, facilities, and operations.
+ Employee training or assistance.
+ Other duties as assigned.
**Qualifications:**
+ Requires an associate degree in business or equivalent and a high degree of office and administrative experience, with a keen ability to interpret, evaluate, and analyze information.
+ A combination of education and experience may meet requirements.
+ Must have excellent organizational and communications skills, both verbal and written with experience supporting a senior level team
+ Intermediate/Expert proficiency in MS Word, Excel, Teams, Outlook, and PowerPoint is required.
+ Banking/Finance and Salesforce CRM experience highly preferred.
+ Must possess mobility to work in a standard office setting.
+ Knowledge of departmental processes, procedures, banking, and/or departmental products.
+ Essential ability to manage or coordinate projects with exceptional attention to detail and problem resolution skills.
Schedule: Monday - Friday: 8:00 A.M. to 5:00 P.M.; 40 Hours
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
View Now
9