Private Client Manager

This position will lead a team of service professionals in support of the Private Banking Group for all deposit and loan related responsibilities, while providing a high touch level of service to the growing affluent clientele. The responsibilities include but are not limited to: Supervisory such as: recruiting, onboarding, coaching, training, scheduling, counseling, approving transactions, directing job duties, reviewing time cards, preparing and conducting performance evaluations, conducting employee work audits, employee engagement and motivation, and conducting 1X1’s and team meetings.

Process management such as: monitoring the daily inbox workflow, spot-checking client correspondence, document reviews, monitor document tracking items, and spot-checking the past due loan system. Workflow management such as: approving wires, approving online banking forms, approving overdrafts, handling escalated complex or sensitive client concerns and issues, and work the backflow of requests as needed.

Required Skills

A minimum of three years of leadership experience in the financial or banking services industry with leading, managing, motivating, and developing a team experience. Supervisory abilities such as: leadership skills, sound decision making, the ability to motivate others, and the ability to address conflict in a positive productive manner.

Excellent client service skills, excellent organizational skills, ability to multi-task, prioritize, relationship building skills, and manage a large amount of work in a fast pace environment. Lead by example to create a positive, engaging, and coaching environment to maximize employee productivity and engagement. Direct experience with banking activities such as but not limited to: credit card applications, deposit related activities, online banking, wires and transfers, lending, account maintenance, policies and procedures.

Experience responding to client inquiries and concerns, and providing high quality client service and support. Strong verbal and written communication skills along with telephone and computer usage are critical to the job. Proficiency in all Microsoft applications (Outlook, Word, Excel, etc.)

Preferred Skills

Bachelor Degree Bilingual a plus