Senior Private Banking Director

Columbia Bank • Irvine, CA • 6h ago

About the Role:

The Private Banking Director establishes the direction, budget, policies, and business development goals for Private Banking. Their leadership will set the tone for the management of these teams with the objective of achieving departmental goals and maximizing growth and profitability in a manner consistent with the values and interests of the Bank.

Manages the overall level of performance, profitability and strategic direction of the Private Bank

Responsible for developing forward looking (3-5 year) plan for the entire Private Banking footprint

Position will require travel throughout the 8 Western State MSA

Strategic focus/ability to hire new/experienced private bankers across our markets-key requirement

10 years minimum of high-level proven team leadership skills

Identify additional new streams of revenue and collaborate with other bank leaders to create said delivery

Detailed involvement with all related business development strategic plans (including other lines of business)

Monitor and coordinate activities to ensure all compliance and audit requirements are implemented and met

Effectively lead all teams to achieve higher levels of efficiency

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Columbia Bank corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate.

Embraces our vision to become "Business Bank of Choice" & "Community Bank at Scale"

May perform other duties as assigned.

About You:

Education

Bachelor's degree preferred (or equivalent work experience), Required.

Experience

15 years - Private Banking Experience (10 years inclusive of a leadership position)

Skills

Seasoned Leader with extensive market knowledge and subject matter expertise

Must work collaboratively with executive management, credit, and other leadership across the Bank

Understands the importance of service as the key client engagement methodology

High-level operational and risk management knowledge

Strong financial acumen and analytical abilities

Proficient with all necessary job tools (Office, Excel, Sales Force, nCino) etc.

Travel Requirements

Frequent travel will be required to perform the above duties correctly.

The pay range for this role is $190,000.00 to $350,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Primary Location: Ability to work fully onsite at posted location(s).

2010 Main Street, Suite 150 Irvine CA 92614

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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