Private Banking Client Services Manager

Manage, coach, and mentor a team responsible for servicing HNW and UHNW clients, ensuring tasks are accurate and compliant with policies.,Regularly assess and improve existing processes and procedures, identifying inefficiencies and updating documentation.,Oversee account servicing, including money movement, document collection, research, and exception reporting.,Guide the team in maintaining high-quality service across deposit and loan account documentation, onboarding, and transactions.,Collaborate with banking, operations, and compliance teams to ensure smooth service delivery and process execution.,Actively participate in projects, process improvements, and service strategy development.,Design, monitor, and optimize internal service workflows, task prioritization, and work distribution for accuracy, timeliness, and scalability.,Assess, redesign, and implement workflow and organizational changes to improve accuracy, efficiency, and team accountability.

7+ years of relevant experience, ideally in private banking, with demonstrated leadership and strong people management capabilities.,Strong ability to structure work, manage priorities, and design efficient workflows.,Sound judgment in process design, comfortable drafting and updating procedures.,Client-focused with experience delivering exceptional service to HNW and UHNW clients.,Solid understanding of loan and deposit operations, and the impact of back-office processes on client experience and risk.,Comfortable interpreting complex regulations, policies, and procedures, ensuring team compliance.,Exceptional written and oral communication skills.,Proven project management skills.,Formal credit training is a plus.,Strong service orientation and dedication to client success.,Collaborative mindset.

This position does not offer visa sponsorship.