SVP, Private Banking Division Manager jobs in United States
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Dollar Bank · 1 day ago

SVP, Private Banking Division Manager

Dollar Bank is seeking a Private Banking Business Unit Head for their Cleveland Market, responsible for growing the Private Banking loan and deposit portfolio in Northeast Ohio. This role involves leading a high-performing team and ensuring exceptional service to both existing and new customers.

BankingFinancial ServicesLendingVenture Capital

Responsibilities

Management of the Private Banking loan and deposit portfolio in Northeast Ohio to include developing a department business plan and setting and monitoring goals for the department, officers and supporting personnel
Responsible for ensuring the operational integrity of the Division. This covers, among other things, preparation of accurate and professional loan proposals for review and approval by Senior Management and the Credit Committee, as well as managing pricing and fees; collections; and complying with government regulations for retail and commercial products
Ensure collaboration between Private Banking lenders and Dollar Bank managers and lenders in other business units, including branch personnel, with respect to referrals and calling efforts
Collaborate with the Marketing Department to create collateral reflective of the benefits of banking with Dollar Bank
Generate leads for Private Banking, as well as for business units
Assist Private Banking Lenders and colleagues in other business units with closing business, when needed
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank’s risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions

Qualification

Networking skillsAnalytical skillsLeadership experienceFinancial analysisStrategic planningUnderwriting experienceFinancial productsCommunication skillsTeam player

Required

Bachelor's Degree required. Will consider commensurate experience
Minimum 5 years of direct leadership and management experience of professional employees required
Proven networking skills with high-net-worth clients and centers-of-influence (i.e., attorneys, CPAs, and wealth managers). Engagement is paramount to increasing Bank visibility in the market and communities we serve
Strong analytical skills with the ability to analyze business and individual financial statements and tax returns
Ability to execute sound judgement and decision making that is always in the best interest of the Bank and customer
Exceptional verbal and written communications
Ability to plan strategically and execute goals. (Goal targets are assigned and SVP will be responsible for plan development and leading a team and individuals to meeting targets
Ability to pivot and adjust as markets change and the Bank's priorities change
Lead by example as a role model of appropriate time management and professional demeanor
Team player mentality
Savvy and disposition to work with and build relationships with Senior Management team in Cleveland and Pittsburgh Markets, and with all lenders and administrators Bank-wide
Proven track record of underwriting both commercial and retail loans
Proficient knowledge of products and services offered by financial institutions, including Dollar Bank

Preferred

MBA or relevant financial professional license/certification preferred

Benefits

Comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
401(k) with immediate vesting
A generous Paid Time Off program
Tuition reimbursement
Wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.

Company

Dollar Bank

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Dollar Bank is a full service, regional bank providing banking services

Funding

Current Stage
Late Stage

Leadership Team

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Lisa Griffith
EVP/Chief Financial Officer
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Peter Kubiska
SVP | Chief Marketing Officer
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Company data provided by crunchbase