- City National Bank (New York, NY)
- …Bachelor's Degree or equivalent * Minimum 7 years of experience in client service, banking operations or Private Banking relationship management support ... * PRIVATE BANKING OFFICER II* WHAT IS...* PRIVATE BANKING OFFICER II* WHAT IS THE OPPORTUNITY? Provides...Works directly with clients in all areas of deposit operations (eg, wires, new deposit accounts, checking and savings… more
- UMB Bank (Kansas City, MO)
- **EVP, DIRECTOR OF PRIVATE BANKING ** **(This role is based in Kansas City)** The **EVP,** **Director of Private Banking ** is responsible for ongoing ... leadership and direction to the UMB Private Banking organization, overseeing the sales efforts...worth marketplace. + Demonstrate a deep understanding of bank operations and risk tolerances within the Private … more
- Wells Fargo (Chicago, IL)
- **About this role:** Wells Fargo is seeking a Private Mortgage Banking Associate Manager (SAFE) in Consumer Lending as part of Home Lending. Learn more about our ... residential Private Mortgage Bankers under the direction of a Non-Producing Private Mortgage Banking Manager + Supervise individual contributors by directing… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- **Job Description** **Summary of the Position:** The Private Banking Product Manager is responsible for supporting the full lifecycle of product management ... design, development, and implementation. In addition, will work closely with the SVP, Private Banking Head of Product and Key Account Services to evaluate… more
- Citigroup (New York, NY)
- **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a strategic professional who stays abreast of developments within ... onboarding, and engagement processes. + Managing end-to-end Impact to wealth banking segments (Citigold/Citigold Private Clients) by tracking client movement… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Reserve System; and state banking regulatory agencies. + Principles of banking and finance and securities industry operations . + Financial markets and ... and skills obtained through experience, specialized training and/or certification in banking and financial services industry to ensure compliance with applicable … more
- Comerica (Frisco, TX)
- …products -Development and regular review of implementation workflows -Partner with Operations area(s). * To ensure appropriate product stability. * To ensure ... an efficient escalation and resolution protocol is in place for production (system/operational) issues and outages. * For continuous improvement of production (system/operational) processes. * To evaluate/review customer complaints, concerns and suggestions… more
- Citigroup (New York, NY)
- …complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects ... the overall performance and effectiveness of the sub-function/job family. **Responsibilities:** + Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs. + Applies in-depth understanding of how… more
- City National Bank (Los Angeles, CA)
- …unit delivery channel. Directs and manages the operational staff of a large Private Banking division. Manages risk associated with the operational aspects of ... *Client Servicing Manager Division Operations - Private Bank* WHAT IS THE...credit, and wire transfer authority as Team Leaders, Regional Banking Managers, and Senior Vice Presidents. * Assists management… more
- New York State Civil Service (Albany, NY)
- …guidance, and supervisory expectations;* Conducts examinations and reviews of fiduciary and private banking activities, and operations related thereto, at ... the entity, complete with narrative and analytical presentations on the various operations of the institution with suggestions or recommendations to the senior… more
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