Regional Director - Private Banking

Regional Director-Private Banking

Responsible for the strategic development, growth, quality, and profitability for assigned market. May have responsibility for other offices as needed. Directs activities and manages private bankers in analyzing and structuring credit facilities for new and existing credits. Communicates appropriate loan policies and guidelines giving consideration to quality, pricing, and types of loans. Meets profit plan and loan quality goals and approves all regional loans submitted to loan committee.

Responsibilities

• Direct the activities of a Private Wealth to expand market share, increase loans, deposits, AUM, and fee income on a profitable basis while striving for the highest levels of quality and professionalism.
• Meet profit plan and loan quality goals achieve plan income targets; maximizing loan spreads, fees, and non-interest income; and managing direct expenses.
• Manage and maintain loan portfolio credit quality. Communicate 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 plan commitments; 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, compliance management, and other administrative duties.
• Ensures compliance by applying all applicable federal, state, and local laws and regulations; and CMA policies and procedures.
• Ensures completion of necessary and required compliance related training.
• Demonstrates compliance effectiveness by achieving satisfactory or better ratings on all audits.
• Participate in community activities to increase the bank's visibility.