Senior Private Banking Director jobs in United States
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Columbia Bank · 6 hours ago

Senior Private Banking Director

Columbia Bank is seeking a Senior Private Banking Director to establish the direction, budget, and business development goals for Private Banking. The role involves managing performance and profitability, developing strategic plans, and leading teams to achieve departmental goals while ensuring compliance with regulations.

BankingFinanceFinancial Services

Responsibilities

Manages the overall level of performance, profitability and strategic direction of the Private Bank
Responsible for developing forward looking (3-5 year) plan for the entire Private Banking footprint
Position will require travel throughout the 8 Western State MSA
Strategic focus/ability to hire new/experienced private bankers across our markets—key requirement
Identify additional new streams of revenue and collaborate with other bank leaders to create said delivery
Detailed involvement with all related business development strategic plans (including other lines of business)
Monitor and coordinate activities to ensure all compliance and audit requirements are implemented and met
Effectively lead all teams to achieve higher levels of efficiency
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training
Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description
May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Columbia Bank corporate culture in all actions and words
Takes personal initiative and is a positive example for others to emulate
Embraces our vision to become “Business Bank of Choice” & “Community Bank at Scale”
May perform other duties as assigned

Qualification

Private Banking ExperienceFinancial AcumenTeam LeadershipOperational ManagementRisk ManagementMarket KnowledgeClient EngagementAnalytical AbilitiesJob Tools ProficiencyCollaboration

Required

Bachelor's degree preferred (or equivalent work experience), Required
15 years — Private Banking Experience (10 years inclusive of a leadership position)
10 years minimum of high-level proven team leadership skills
Strategic focus/ability to hire new/experienced private bankers across our markets—key requirement
High-level operational and risk management knowledge
Strong financial acumen and analytical abilities
Proficient with all necessary job tools (Office, Excel, Sales Force, nCino) etc
Frequent travel will be required to perform the above duties correctly

Benefits

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation
Sick days
Volunteer days
Holidays

Company

Columbia Bank

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Columbia Bank is a provider of personal and business banking services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2020-06-01Acquired

Leadership Team

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Kelly Kelly
VP, Human Resources Business Partner
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Todd Leber
Chief Commercial Banking Officer
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Company data provided by crunchbase