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SVP, Private Banking Division Manager

Company: Dollar Bank
Location: Cleveland
Posted on: June 26, 2022

Job Description:

Job Description Job Overview: The Private Banking Business Unit Head for Dollar Bank's Cleveland Market will have primary responsibility to significantly grow the Private Banking loan and deposit portfolio in Northeast Ohio. Execution will occur by providing a high-level of service to existing customers to ensure retention and growth of relationships and through acquisition of new customers. The Division Manager will also be responsible for leading and developing a high performing lending/sales team of loan officers, underwriter(s), and administrators in the Northeast Ohio market. Qualifications: * Bachelor's Degree required. Will consider commensurate experience. MBA or relevant financial professional license/certification preferred. * 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 make 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. * Proficient knowledge of products and services offered by financial institutions, including Dollar Bank. Principle Activities and Duties: * 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. * Acquire working knowledge of Dollar Bank's PA and VA Markets and business units. * Ensure that business units and markets are kept abreast of and/or trained on new or changed Private Banking products and services. Physical Requirements and Working Conditions: Perform sedentary to light work (able to lift up to 20 pounds from floor to waist, and/or a negligible amount of force constantly to lift, carry, push, pull, grasp, or otherwise move objects). See, hear, talk and perform tasks requiring manual dexterity and visual acuity; sit, stand, walk, crouch, reach, pull, push and other similar, repetitive tasks requiring physical activity. Able to operate standard office/computer equipment such as photocopiers, fax machines, computers, iPads, scanners, calculators, etc. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Keywords: Dollar Bank, Cleveland , SVP, Private Banking Division Manager, Accounting, Auditing , Cleveland, Ohio

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