3,435 Bank Wealth Management jobs in the United States

Step into the world of high net-worth banking as Vice President of Lending at Dollar Bank. In this role, you will have the chance to create and manage a diverse portfolio of loans and deposit products delivering exceptional financial solutions tailored to each individual's unique needs. As a trusted partner, you will work closely with a team of financial experts to provide top-notch service and make a lasting impact on your clients' financial futures. But this isn't your average lending position - what sets the Private Banking department apart is our commitment to delivering unparalleled experiences. This role requires a sharp eye for detail and a passion for delivering excellent client experiences. Are you ready to join a dynamic, forward-thinking team at the forefront of the banking industry? Apply now and discover what makes Dollar Bank a unique place to work.

Required Qualifications:

*Bachelor's degree in finance or related field, or commensurate experience.
*Five (5) years of lending experience in Private Banking, Business Banking or Commercial Lending with a demonstrated history of sourcing new business opportunities.
*Understanding of legal and regulatory issues associated with the lending function, as well as documentation requirements.
*Ability to analyze financial and operational strengths and weaknesses of business entities and high-net-worth clients, including key risk factors, industry trends, sources of repayment, cash flow, and ability to service debt.
*Must possess strong analytical, organizational, and customer service skills.
*Must have excellent interpersonal skills and be a team player.
*Exceptional oral and written communication skills.
*Proficiency in computer skills including Microsoft Word & Excel.
*A valid driver's license and access to a reliable vehicle.
*Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.

Preferred Qualifications:

*Proven history of calling on high-net-worth clients in Northeast Ohio.
*Credit/underwriting experience.
*Understanding of collateral, valuation, perfections, and liquidation.

Principal Activities and Duties:

*Source and develop new client relationships to include loans and deposits.
*Gather financial and credit information and work with credit analyst and underwriter to underwrite loan proposals.
*Administer and maintain loan portfolio.
*Meet annual loan production goals plus associated deposit goals.
*Ensure that proper and complete loan documentation is prepared and executed, and that security conformity with loan covenants, collateral advance ratios and other conditions.
*As necessary, manage workouts, ensuring maximum preservation of principal for the Bank.
*Refer business to other asset areas of Dollar Bank to include, but not limit to: Corporate Banking, Treasury Management, Business Banking and Commercial Real Estate.
*Establish and execute an annual business plan and goals with the objective of fostering Bank growth through mutually beneficial account relationships.
*Represent Dollar Bank in professional associations, community, and civic functions in an advisory or active capacity with emphasis on maintaining and developing business relationships.
*Oversee loan portfolio as to risk management loan considerations to maintain quality control and minimize losses.
*All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
*Perform other duties as necessary.

• Serve as a primary point of contact for high-value clients, providing timely and personalized support.
• Open and manage a variety of personal and business deposit accounts.
• Assist with onboarding and servicing of Treasury Management and Cash Management Services (e.g., ACH, Wire Transfers, RDC, Positive Pay).
• Respond to all client communications (phone, email, fax, voicemail) in accordance with department service standards.
• Research and timely resolve complex client inquiries, including transaction issues, overdraft handling, research, rejected transactions, and account discrepancies.
• Support relationship managers and private bankers in client meetings, account reviews, and follow-up documentation.
• Coordinate, prepare and execute all client transactions (Cashier's checks, outgoing wires, and limit increases).
• Prepare account change documentation and update client profiles in internal systems.
• Facilitate supply orders for clients (checks, deposit slips, endorsement stamps, etc.).
• Maintain accurate and complete electronic and paper client records.
• Monitor client portfolios and perform proactive outreach to ensure satisfaction and identify cross-sell opportunities.
• Assist with compliance and audit tasks, including certifications and monthly reconciliations.
• Attend client site visits and bank-sponsored events as needed.
• Ensure full compliance with internal policies and regulatory guidelines (GLBA, BSA, security protocols).
• Maintain a professional, organized, and service-driven department image.

• 1-3 years of experience in retail or commercial banking, preferably in a high-touch or private client environment.
• Knowledge of deposit account products, treasury services, and online banking platforms.
• Ability to explain and support clients through product setups (e.g., RDC, ACH, wire services).
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship management abilities.
• High attention to detail and accuracy in handling confidential client information.
• Proficiency with Microsoft Office and Windows-based systems.
• High school diploma or GED required, associate or bachelor's degree preferred.
• Ability to obtain signing authority within a reasonable timeframe.

Title: Private Banking Specialist
Location: Livermore, CA
Hiringsalary range: $27.16 - $36.54 per hour

FremontBank, founded in 1964 , is one of the oldestindependently owned banks in the Bay Area and is one of the top-rated mid-tierbanks in the nation. Voted aTop Workplace for 2024 and for the past fifteenconsecutive years. Fremont Bank has an immediate opening for a Private Banking Specialist in Livermore,CA.

PositionOverview

The Private Banking Specialist plays a key role inproviding high-touch, concierge-level service to Fremont Banks VIP andhigh-net-worth clients. This individual supports the Private Banking team bymanaging daily client requests, ensuring operational excellence, and deliveringtailored financial solutions to meet unique client needs. The ideal candidateis detail-oriented, client-focused, and thrives in a fast-paced, service-drivenenvironment.

Role andResponsibilities

• Serveas a primary point of contact for high-value clients, providing timely andpersonalized support.
• Openand manage a variety of personal and business deposit accounts.
• Assistwith onboarding and servicing of Treasury Management and Cash ManagementServices (e.g., ACH, Wire Transfers, RDC, Positive Pay).
• Respondto all client communications (phone, email, fax, voicemail) in accordancewith department service standards.
• Researchand timely resolve complex client inquiries, including transaction issues,overdraft handling, research, rejected transactions, and accountdiscrepancies.
• Supportrelationship managers and private bankers in client meetings, accountreviews, and follow-up documentation.
• Coordinate,prepare and execute all client transactions (Cashiers checks, outgoingwires, and limit increases).
• Prepareaccount change documentation and update client profiles in internalsystems.
• Facilitatesupply orders for clients (checks, deposit slips, endorsement stamps,etc.).
• Maintainaccurate and complete electronic and paper client records.
• Monitorclient portfolios and perform proactive outreach to ensure satisfactionand identify cross-sell opportunities.
• Assistwith compliance and audit tasks, including certifications and monthlyreconciliations.
• Attendclient site visits and bank-sponsored events as needed.
• Ensurefull compliance with internal policies and regulatory guidelines (GLBA,BSA, security protocols).
• Maintaina professional, organized, and service-driven department image.

Qualifications and Education Requirements

• 13 years of experience inretail or commercial banking, preferably in a high-touch or private clientenvironment.
• Knowledge of deposit accountproducts, treasury services, and online banking platforms.
• Ability to explain and supportclients through product setups (e.g., RDC, ACH, wire services).
• Excellent verbal and writtencommunication skills.
• Strong interpersonal andrelationship management abilities.
• High attention to detail andaccuracy in handling confidential client information.
• Proficiency with MicrosoftOffice and Windows-based systems.
• High school diploma or GEDrequired, associate or bachelors degree preferred.
• Ability to obtain signingauthority within a reasonable timeframe.

Retain and grow existing client deposit and loan relationships; to include providing solutions to daily client sales and service inquiries. Coordinate opening of all Business and Consumer Depository accounts, to include cross-sales of other ancillary Officer, Banking, Private, Business Services, Business

Provide assistance to the Private Banking Relationship Managers.

Location: On site at location listed in job posting.

Responsibilities:

• Review and fund loans
• Assist with maintaining Relationship Managers portfolios clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues
• Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency.
• Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services
• Authorize payment and fees of private wealth client overdrafts
• Approve and process private wealth clients' withdrawals on lines of credit
• Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC
• Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision
• Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents
• Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision
• Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients
• Open new accounts and ensure all required documentation is obtained from the client
• Process wire requests for clients.
• Assist other AAs and other departments with administrative support when needed
• Performs all other duties as assigned

Requirements:

• High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience
• Working knowledge of MS Office Suite

About Us

First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S.

Benefit Highlights

Medical with wellness incentives, dental, and vision

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers. Provides technical expertise for proactive credit analysis, structuring, decisions, and portfolio monitoring. Applies lending expertise to a lending and deposit portfolio of accounts or part of the lending process (e.g. underwriting, funding, monitoring).

• Identifies cross-selling opportunities to increase client penetration for banking, investments and deposits.
• Prepares new business proposals or presentations to clients/prospects.
• Participates in activities for client meetings and account opening documentation.
• Assists with the development of client communications as required.
• Identifies and recommends workflow process alternatives that can lead to improved efficiency and service levels.
• Ensures timely resolution of all client questions and concerns, both internal and external.
• Performs client sales & service support activities as required to meet client needs and maintain overall service standards.
• Determines client needs and ensures timely and accurate completion of transaction processing.
• Provides after sales support and handles exceptions tactfully, accurately and efficiently in accordance with Bank policy.
• Maintains detailed knowledge and understanding of the integrated private banking services and offerings and lending procedures.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Monitors and tracks performance, and addresses any issues.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Analyzes data and information to provide insights and recommendations.
• Executes set-up, maintenance, and advancement of lending products and related account administration as per guidelines.
• Verifies and processes loan drawdowns, ensuring they are within the terms of the credit authorization and completion of required security documentation.
• Reviews and actions overdrafts and other monitoring reports in a timely manner.
• Sets up and completes margin / covenant tests within established timeframes.
• Maintains control of security collateral including preparation and registration.
• Identifies, diarizes, and monitors accounts for security renewals, registrations, and other expiry dates to meet compliance requirements.
• Monitors and controls the integrity of lending documentation.
• Collects fees applicable to credit terms and conditions or account agreement.
• Provides timely, accurate service and support to bankers and specialists by completing a wide variety of credit, non-credit, and related activities.
• Identifies, records and advises banker / relationship manager of any credit &/or risk management issues
• Identifies opportunities to increase profitability, create capacity and reduce expenses.
• Ensure timely and accurate set-up, maintenance and advance of lending products.
• May focus on either after sales service, or compliance (risk management) and fulfillment services, or both.
• Mitigates identified risks and makes credit recommendations in accordance with sound credit-granting principles and compliance with the Bank's philosophy and principles outlined in corporate risk policy and supporting policies and procedures.
• Identifies and escalates irregularities and discrepancies to management as per guidelines.
• Participates in assigned audits and compliance reviews.
• Ensures proper adherence to the code of conduct and ethical guidelines.
• Follows security and safeguarding procedures and applies appropriate due diligence for the prevention of loss due to fraud, counterfeiting money laundering or defalcation in accordance with Bank policy.
• Protects the Bank's assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• In-depth knowledge of personal (primarily) and commercial credit and non-credit products and services.
• In-depth knowledge of lending processes and supporting policies.
• In-depth knowledge of loan documentation.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Specialized knowledge from 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.

Salary: $45,000.00 - $83,000.00

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.

About 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.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities.