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Private Banking Regional Director
Finance & Investment Industry Company
Toledo, OH, United States
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Description
Job Description:
The Private Bank Regional Director 1 is responsible for managing and directing all Private Banking and Wealth Management sales and service activities for the Northwest Ohio Region, including Toledo, Lima and Findlay.
• Provide leadership and guidance to Relationship Managers to grow new relationships and deepen existing relationships within the region.
• Establish strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Bank team.
• Responsible for meeting performance expectations relative to financial objectives for the region.
• Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations.
• This person will manage a portfolio of relationships.
Basic Qualifications:
• Bachelor's Degree
• 5-7 years of experience in Private Banking, preferable in a leadership role.
• Required License: FLSA
Other Traits and Characteristics:
• Excellent verbal and written communication skills
• Ability to interact effectively with all levels across the organization
• Ability to work in a collaborative, team oriented environment
• Ability to multi-task and meet tight deadlines