Regional Director - Private Banking
3 Days Old
Responsibilities
Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and fee ie on a profitable basis while striving for the highest levels of quality and professionalism.
Meet profit plan and loan quality goals -- achieve plan ie targets; maximizing loan spreads, fees and non-interest ie; and managing direct expenses.
Manage and maintain loan portfolio credit quality.municate appropriate loan policies and guidelines giving consideration to quality, pricing and types of loans. Assist loan officers in analyzing and structuring credit facilities for new and existing credits.
Provide leadership for the business unit, development of strategic plans and execution of business unit strategy working closely with Regional and National Private Wealth leaders.
Effectively lead and manage the team. Provide coaching, training, development and performance management. Responsible for hiring, firing, and salary administration.
Achieve sales results by implementing a sales action plan in an effective manner; conducting periodic sales meetings on the topics of prospecting, pipeline development, and deposit gathering; monitoring sales planmitments; and recognizing efforts.
Achieve connectivity goals by coaching the team to work jointly with CMA business partners to assure cross-selling of CMA products and services to existing and prospective customers.
Reporting, budgeting,pliance management and other administrative duties.
Ensurespliance by applying all applicable federal, state and local laws and regulations; and CMA policies and procedures.
Ensurespletion of necessary and requiredpliance related training.
Demonstratespliance effectiveness by achieving satisfactory or better ratings on all audits.
Participate inmunity activities to increase the bank's visibility.
Job ID 5001136481106
- Location:
- Costa Mesa
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