Private Banker jobs in Appleton, WI
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Client Banker - Appleton Area - Appleton, WI
- JPMC Candidate Experience page
-
Appleton, WI
FULL_TIME
-
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
- Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- 1 year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
- Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
- High school degree, GED, or foreign equivalent
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills- Excellent communication skills
- College degree or military equivalent
- Experience cultivating relationships with affluent clients
- Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx - 13 Days Ago
Private Client Banker - Appleton Area - Appleton, WI
- JPMorgan Chase
-
Appleton, WI
FULL_TIME
- You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
- 14 Days Ago
Companion Care
- Private Hire
-
Junction, WI
PART_TIME
- ```Overview``` Seeking a compassionate Companion Care aide to provide support and assistance to an individual with physical disabilities in their home. As a Companion Care aide, you will play a vital ...
- 1 Month Ago
Traffic Control Officer
- Central Private Police
-
Princeton, WI
FULL_TIME
- We are now taking applications for Traffic Control Officers in the Princeton, WI area. This does not require the use of a uniform, however, you will be required to wear a traffic control vest, along w...
- 13 Days Ago
Private Caregiver
- Consumer Direct Care Network
-
Milladore, WI
PART_TIME
- Milladore, WI. Part time, flexible hours. Get a little supplemental pay to help fund those fun summer activities! Make your work schedule work for YOU! When would we like your help Varied Hours and Sh...
- 2 Days Ago
Private Caregiver
- Consumer Direct Care Network
-
Wisconsin Rapids, WI
PART_TIME
- Milladore, WI. Part time, flexible hours. Get a little supplemental pay to help fund those fun summer activities! Make your work schedule work for YOU! When would we like your help Varied Hours and Sh...
- 3 Days Ago
Filters
- Current Active Filter
- Appleton, WI
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Private Banker jobs found in Appleton, WI area
Food Service Associate I
- ThedaCare
-
Appleton, WI
- Why ThedaCare? Living A Life Inspired! Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion t...
- 4/26/2024 12:00:00 AM
Office Assistant - Children, Youth, and Families (Full-Time, 10 hour days, 4 days/week)
- Outagamie County, WI
-
Appleton, WI
- Salary: $20.73 Hourly Location : Appleton, WI Job Type: Full-time Job Number: 2402834 Department: DHHS System Support Di...
- 4/26/2024 12:00:00 AM
Crew Member
- Jimmy John's
-
Appleton, WI
- We are looking for the next ROCK STAR to join our family at Jimmy John's!!! Real people serving awesome sandwiches to re...
- 4/26/2024 12:00:00 AM
Cashiers
- Panera Bread
-
Grand Chute, WI
- PANERA CAFE RETAIL TEAM MEMBER: CASHIER Want to work in a place where you can learn, laugh, be supported, be yourself an...
- 4/24/2024 12:00:00 AM
Salad and Sandwich Maker
- Panera Bread
-
Grand Chute, WI
- PANERA CAFE ASSOCIATE: SALAD & SANDWICH MAKER Want to work in a place where you can learn, laugh, be supported, be yours...
- 4/24/2024 12:00:00 AM
Business Banker
- Timothy Jon & Associates
-
Fond Du Lac, WI
- The Business Banker will have a primary focus of new business development, interacting with businesses of all sizes, pro...
- 4/24/2024 12:00:00 AM
Mortgage Loan Officer
- Primary Residential Mortgage
-
Appleton, WI
- Primary Residential Mortgage, Inc. (PRMI) is expanding its operations in Wisconsin and seeks a Mortgage Loan Officer, to...
- 4/22/2024 12:00:00 AM
* Central Services Technician I
- HSHS St. Vincent Hospital
-
Green Bay, WI
- Overview: Throughout communities in Illinois and Wisconsin, 15 hospitals, numerous community-based health centers and cl...
- 1/2/2024 12:00:00 AM
About Appleton, Wisconsin
Appleton is a city in Outagamie (mostly), Calumet, and Winnebago counties in the U.S. state of Wisconsin. One of the Fox Cities, it is situated on the Fox River, 30 miles (48 km) southwest of Green Bay and 100 miles (160 km) north of Milwaukee. Appleton is the county seat of Outagamie County. The population was 72,623 at the 2010 census. Of this, 60,045 were in Outagamie County, 11,088 in Calumet County, and 1,490 in Winnebago County. Appleton is the principal city of the Appleton, Wisconsin Metropolitan Statistical Area, which is included in the Appleton-Oshkosh-Neenah, Wisconsin Combined Sta...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$70,814 to $104,103
Appleton, Wisconsin area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Private Banker do?
Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020