Private Banking Lender
$103.1k - $116.5kDollar Bank
Assistant Vice President, Private Banking
Build your career in high net-worth banking as an Assistant Vice President at Dollar Bank. In this role, you will develop and manage a diverse portfolio of loans and deposit products, delivering exceptional financial solutions tailored to each individual's unique needs. As a trusted partner, you will work closely with a team of financial experts to provide top-notch service and make a lasting impact on your clients' financial futures. This isn't your average lending position - what sets the Private Banking department apart is our commitment to the highest level of service for each individual. This role requires a sharp eye for detail and a passion for delivering excellent client experiences. Are you ready to join a dynamic, forward-thinking team at the forefront of the banking industry? Apply now and discover what makes Dollar Bank a unique place to work. This is an in person position.
Required Qualifications:
- Bachelor's Degree required. Will consider commensurate experience.
- Five (5) years of lending experience in private banking, consumer lending, mortgage origination, or business banking with a demonstrated history of sourcing new business in a banking environment.
- Must have ability to manage a portfolio of client relationships including growth, retention, and expansion.
- Understanding of legal and regulatory issues associated with the lending function, as well as documentation requirements.
- Must possess strong analytical, organizational, and customer service skills.
- Exceptional oral and written communication skills.
- Proficiency in computer skills including Microsoft Word & Excel.
- Must have excellent interpersonal skills and be a team player.
- A valid driver's license and access to a reliable vehicle.
- Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency.
Preferred Qualifications:
- Understanding of collateral, valuation, perfections, and liquidation.
- Credit/underwriting experience.
- Experience in the Northeast Ohio market.
Principal Activities and Duties:
- Source and develop new client relationships to include loans and deposits.
- Gather financial information and underwrite loan proposals.
- Present credit proposals to division head and credit committees for approval.
- Administer and maintain loan portfolio.
- Meet annual loan production and growth goals plus associated deposit account goals.
- Maintain high credit standards to ensure that the highest levels of the portfolio quality are achieved.
- Ensure that proper and complete loan documentation is prepared and executed, and that security conformity with loan covenants, collateral advance ratios and other conditions.
- As necessary, manage workouts, ensuring maximum preservation of principal for the Bank.
- Refer business to other asset areas of Dollar Bank to include, but not limit to: Corporate Banking, Treasury Management, Business Banking and Commercial Real Estate.
- Represent Dollar Bank in professional associations and community functions to develop new business relationships.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: $103,100-$116,500
Dollar Bank$96k - $181k
...CFO's, and legal teams representing the bank and client. This position plays an active... ...Administrative Agent and as a Participant lender.The VP, Portfolio Management is an individual... ...rights, and authorities to enter into private sector contracts.Evaluates the formation...PrivateFull timeWork experience placementBank staffWork at officeImmediate startWork from homeFlexible hoursNight shift- ...Position Summary Our client is a growing, private equity-backed bioscience company seeking... ...and analyses for the Board of Directors, lenders, and private equity sponsors.... ...with external auditors, tax advisors, and banking partners. Manage cash flow forecasting...PrivateLocal area
- ...Investment Banking Analyst Harris Williams seeks to hire an Investment Banking Analyst... ...investment bank specializing in M&A and private capital advisory services. Clients worldwide... ...potential and existing clients. Build lender lists for new opportunities utilizing...PrivateWork at officeWorldwide
- ...and manages relationships across a diverse lender network, and provides critical financial... ...and maintain strong relationships with banks, insurance companies, mortgage brokers, and... ...real estate finance, investment banking, private equity, or related field. Demonstrated...PrivateFull timeCasual workWork at officeRemote workMonday to Friday
- ...overseeing the company's cash management, banking structure and relationships, liquidity... ...and financial institutions, including debt lender group. Oversee treasury management systems... ...), and ERP platforms. Experience in private equity owned companies / leveraged...PrivateTemporary workWork at officeLocal areaRemote work
- ...CFO's, and legal teams representing the bank and client. This position plays an active... ...Administrative Agent and as a Participant lender. The VP, Portfolio Management is an individual... ...rights, and authorities to enter into private sector contracts. Evaluates the...PrivateWork experience placementBank staffImmediate start
$155.8k - $186.7k
...Corporate Lender At Dollar Bank we strive to inspire and strengthen our employees, customers, and the communities we serve. Our continued success... ...with internal partners including Treasury Management, Private Banking and Commercial Real estate to provide comprehensive...PrivateWork at office- ...Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing... ...payment areas in any of the following payment domains:Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM,...PrivateFull timeLive inWork at officeLocal area
- PNC is seeking a Banking Advisor I within its Private Banking organization, based in Cleveland, OH. The role supports Senior Banking Advisors in client meetings, bank positioning, and outreach while assisting in product introductions and client onboarding processes. The...PrivateBank staffWork at officeVisa sponsorship
$20 per hour
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors Basic knowledge of local, state and national laws (...PrivateTemporary workLocal areaRemote workWork from home3 days per week- Dollar Bank in Cleveland, OH, seeks an Assistant Vice President to build and manage a diverse portfolio of loans and deposit products... ...team of experts to provide exceptional service and drive growth in private banking. This role emphasizes strong credit discipline,...Private
- TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management... ...Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses...Private
$67.5k - $172.5k
...company’s success. As an Underwriter III within PNC's Real Estate Banking organization, you will be based in a PNC location.The Entity... ...across complex entity-level real estate transactions, including private and institutional real estate funds, homebuilders, real estate...PrivateFull timeTemporary workPart timeWork experience placementWork at office- ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed...PrivateFull timeTraineeshipSummer workImmediate startVisa sponsorship
- Bank of America in Cleveland is seeking a senior Private Banking professional to acquire and deepen client relationships, leading a cross‑functional team to deliver a Branded Client Experience across wealth services. You will manage client needs, provide integrated recommendations...Private
$52.5k - $87.5k
PNC is seeking a Portfolio Administrator in the Private Bank in Cleveland, OH. The role requires time in the office with some remote tasks at the manager’s discretion, and offers an incentive-eligible base salary ranging from $52,500 to $87,500 based on location and performance...PrivateWork at officeRemote work$108k - $160k
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...solutioning positioning.Engage with complex Not-For-Profit Healthcare and Private Higher Education companies as their working capital, financial...PrivateFull timeWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift- A leading financial institution in Cleveland is seeking a Private Banker to advise families on wealth management and investment strategies. Applicants should have over six years of experience in financial services and a Bachelor's degree. Responsibilities include managing...Private
$70k - $140k
...experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage, Business Banking, Private Bank, etc.) to provide clients with best solutions for all their needs. Performs other duties as assigned. Basic...PrivateTemporary workWork at officeRemote workWork from homeFlexible hours- PNC is seeking a Relationship Manager III within Private Bank Connect, based in Cleveland, OH or within the Private Bank footprint. The role focuses on growth of a book of business, seeking investment and banking opportunities with warm leads and ongoing client communication...PrivateWork at officeVisa sponsorship
- ...Private BankerWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...PrivateTemporary workWork experience placementLocal area
- ...position offers opportunities for career growth, flexible working arrangements, and a chance to work in a diverse team. Candidates should meet CPA education requirements and have experience with clients in Banking, Private Equity, and related sectors. #J-18808-Ljbffr CrowePrivateFlexible hours
- Dollar Bank, FSB in Cleveland, OH seeks an Assistant Vice President for Private Banking to develop and manage a diverse portfolio of loans and deposits, delivering tailored financial solutions. You will work with a team of financial experts to provide exceptional service...Private
$63.75k - $106.25k
...Banking Advisor I At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...to the company's success. As a Banking Advisor I within PNC's Private Banking organization, you will be based in Cleveland, OH. PNC is...PrivateFull timeTemporary workPart timeWork experience placementBank staffWork at office$52.5k - $87.5k
...Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results... ...a broad range of ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or...PrivateFull timeTemporary workPart timeWork experience placementWork at officeShift work$225k - $240k
...Middle Market Banking Relationship Manager Identify, solicit, develop, manage, service, retain and grow long-term profitable middle... ...banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, ****@*****.*** Financial Wellness, Momentum...PrivateWork at office$121.9k - $262.1k
...Wealth Management Advisor II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take... ...advisor and team coordinator to simplify complexity for Private Bank clients by challenging and collaborating with them to articulate...PrivateWork experience placementPrivate practiceWork at office- ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed...PrivateFull timeTraineeshipImmediate startVisa sponsorship
$110k - $130k
Services Investment Banking (Experienced) Analyst Join to apply for the Services Investment Banking (Experienced) Analyst role at Brown... ...advisory firm focused on the global middle market. We advise private and public corporations and debt and equity sponsors on mergers...PrivateFull timeWork visa- ...finance, economic development finance, construction and Public-Private Partnerships (P3). Training in tax, economics, or corporations... ...communities, and individuals across a broad range of sectors, including Banking & Financial Services, Business, Education, Energy, Health Care,...PrivateLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Lender. Be the first to apply!
- private events Cleveland, OH
- private live in housekeeper Cleveland, OH
- private wealth management Cleveland, OH
- private flight Cleveland, OH
- private event director Cleveland, OH
- private equity accountant Cleveland, OH
- private live in caregiver Cleveland, OH
- private duty home care Cleveland, OH
- private care Cleveland, OH
- private family Cleveland, OH


