Private Bank Regional Director 2
Job Description:
- Responsible for managing and directing all Private Banking sales and service activities for a large region to provide leadership and guidance to Relationship Managers to deepen relationships within the region.
- Establishes strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Banking team.
- Responsible for meeting performance expectations relative to financial objectives for the region.
- Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations.
- May personally manage selected large accounts or portfolios of a complex or sensitive nature.
Basic Qualifications:
- Bachelor's Degree
- 10+ years of experience in finance or private banking, wealth or investment experience
Preferred Qualifications:
- Strong management and mentoring skills
- Ability to resolve issues and drive performance
- Excellent time management and organizational skills
- Excellent client management skills
- Interact professionally and effectively with clients, business partners, and peers at all levels
- Goal-oriented
- Well-developed verbal and written communication skills
- Critical thinking, problem solving, and analytical ability
- Resourceful
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