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Private Banking Branch Manager
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
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Job Location: Atlanta, GA
JOB DESCRIPTION

Job #: 7470
Title: Private Banking Branch Manager
Job Location: Atlanta, Georgia - United States
Employment Type:
Salary: $60,000.00 - $95,000.00 - US Dollars - Yearly
Employer Will Recruit From: Local
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Private Banking Branch Manager

The Private Banking Branch Manager serves as the liaison between VIP clients and the Bank to ensure unprecedented service to foster lifetime partnerships and is responsible to provide innovative solutions and exceed client expectations for a world class experience every time.

The Private Banking Branch Manager actively takes part in or controls the revenue generation process at the department level.

JOB DESCRIPTION

Private Banking Branch Manager

The Private Banking Branch Manager will be responsible to adhere to department set standards of service by performing the following responsibilities:

  1. Local client site traveling
  2. External business development and client networking
  3. Open new accounts
  4. Frequent Client / Bank event assistance to develop positive rapport
  5. Cross sell other bank Products & Services
  6. Process transactions such as transfers, wire requests
  7. Client notifications such as EIM, large item verification and Return Deposited items
  8. Verification of Deposit/Credit ratings
  9. Client supply orders (checks/deposit slips/endorsement stamps)
  10. Daily Client outreach to ensure client satisfaction
  11. Assist client with new product and services
  12. Support setups of all additional product and services
  13. Account Maintenances providing daily deliverables & follow-up
  14. Prepare and process account changes
  15. Record and post meeting minutes
  16. Prepare weekly tracking reports for Manager
  17. Update client portfolio and files to ensure file accuracy and completeness
  18. Audits and monthly certifications
  19. Miscellaneous tasks addenda, billings, deficit balance reporting
  20. Support other departments for client servicing to ensure timely completion
QUALIFICATIONS

Private Banking Branch Manager

Minimum:

Undergraduate College/University Degree or equivalent + 3 years Branch Management and/or Sales/Service Leader experience

SKILL REQUIREMENTS:

  1. Sales and Service Management (Expert)
  2. Business Acumen and Financial Literacy (In-depth)
  3. Decisiveness (Expert)
  4. Performance Management (Expert)
  5. People Development (In-depth)
  6. Customer Focus (Expert)
  7. Communication (Expert)
  8. Relationship Building (Expert)
  9. Personal Effectiveness (Expert)
  10. Risk & Compliance Management (Expert)

Preferred:

Undergraduate College/University Degree or + 5 years Branch Management and/or Sales/ Service Leader experience

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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