
Private Bank Service Leader
- Cincinnati, OH
- Permanent
- Full-time
- Execute segment-aligned service strategies to deliver a consistent and exceptional client experience.
- Lead and manage a centralized service team, ensuring high performance and professional development.
- Strengthen the client onboarding process to improve efficiency and satisfaction.
- Drive continuous process improvements through Colleague Advisor Group and FOCUS support initiatives.
- Manage the escalation process to ensure timely and effective resolution of service issues.
- Build and maintain strong partnerships with Trust and Investment Management Services, Banking Operations, and other internal stakeholders.
- Monitor and manage operational execution metrics across banking and investment services.
- Coordinate quarterly meetings with Service Managers and Regional Managers, including agenda development.
- Design and implement training and development programs for the service team.
- Collaborate with Wealth partners on business and corporate initiatives.
- Performs other duties as assigned.
- Bachelor's degree in Business, Finance, or related field
- Minimum 7 years of experience in financial services, with at least 3 years in a leadership role
- Master's Degree
- Strong understanding of banking and investment service operations
- Proven ability to lead teams and manage cross-functional initiatives
- Excellent communication, problem-solving, and stakeholder engagement skills
- Experience with process improvement methodologies (e.g., Lean, Six Sigma) is a plus