Director, Private Banking - MLO jobs in United States
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Zions Bancorporation · 1 week ago

Director, Private Banking - MLO

Zions Bancorporation is a leading financial institution committed to career growth and advancement. The Director of Private Banking will oversee customized financial advisory services for High-Net-Worth clients, ensuring compliance with regulatory standards and developing targeted marketing strategies.

AgricultureBankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Directs customized private banking financial advisory and services including asset management, trust services, and financial planning for High-Net-Worth and Ultra-High-Net-Worth clients
Requires a deep understanding of private banking, investment strategies, and wealth management and ensures a full range of services are appropriately provided to High-Net-Worth individuals
Develops strategies to market and deliver private client services to targeted markets
Actively manages toward achievement of deposit and revenue goals
Establishes and executes operating processes and procedures to comply with lending, deposit and other key risk areas
Ensures that all private banking activities comply with regulatory standards, bank policies, and risk management guidelines
Remains informed about relevant regulatory changes and ensures the proper implementation of any necessary adjustments to client portfolios or advisory processes
Collaborates closely with the wealth management team to ensure that clients receive comprehensive financial planning and investment advice tailored to their unique needs
Responsible to hire, fire and performance management of staff
Maintains appropriate FINRA licenses for the role
Other duties as assigned

Qualification

Private banking expertiseWealth management knowledgeClient financial advisorySalesBusiness developmentBanking regulations knowledgeManagement skillsPC proficiencyCommunication skillsProblem solving skillsOrganizational skillsDetail-oriented

Required

Requires a Bachelor's degree and 12+ years of managing high-net worth client relationships or other directly related experience
Maintains FINRA licenses consistent with the role
Requires an in-depth knowledge of banking products and services for High-Net-Worth clients
Demonstrated sales and business development ability, expert client financial advisory skills and strong marketing and customer service skills
Demonstrated expert knowledge of High-Net-Worth targeted financial products and banking regulations
Strong interpersonal and management skills
Excellent written and verbal communication, problem solving and organizational skills and creative abilities
Must be extremely detail-orientated and able to prioritize
Proficient in personal computer applications

Preferred

Senior level managerial, motivational, budgeting and project management experience preferred

Benefits

Benefits starting on day one
12 bank holidays
Profit sharing
Company-matched 401(k) contributions

Company

Zions Bancorporation

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Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance.

H1B Sponsorship

Zions Bancorporation has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (39)
2023 (61)
2022 (68)
2021 (45)
2020 (36)

Funding

Current Stage
Public Company
Total Funding
$1.09B
2025-08-11Post Ipo Debt· $500M
2024-11-14Post Ipo Debt· $500M
2013-09-13Post Ipo Debt· $87.9M

Leadership Team

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Harris Simmons
Chairman and CEO
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Company data provided by crunchbase