Private Banker jobs in Melbourne, FL
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 - Post Commons - Melbourne, FL
- JPMorgan Chase
-
Melbourne, FL
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 - 5 Days Ago
Sales Home Care Private Duty
- Nightingale Private Care (an AccordCare Company)
-
Vero Beach, FL
FULL_TIME
- AccordCare and our family of brands, including Nightingale Private Care, an ACHC accredited agency is seeking experienced Sales Reps. We focus on our employees to ensure they have a healthy work and l...
- 1 Month Ago
Real Estate Agent
- Coldwell Banker Paradise
-
Vero Beach, FL
FULL_TIME
- Coldwell Banker Paradise is looking for motivated real estate agents. No experience necessary. We will train you. If you are a newly licenced real estate agent, in the process of getting your real est...
- 22 Days Ago
Real Estate Sales Associate
- Coldwell Banker Paradise
-
Sebastian, FL
FULL_TIME,PART_TIME
- Have you ever wondered if you have the right kind of personality to succeed as a real estate sales associate? What are the traits of top-producing real estate sales associates, and do you share simila...
- 24 Days Ago
Real Estate Sales Associate
- Coldwell Banker Paradise
-
Fort Pierce, FL
FULL_TIME,PART_TIME
- Have you ever wondered if you have the right kind of personality to succeed as a real estate sales associate? What are the traits of top-producing real estate sales associates, and do you share simila...
- 24 Days Ago
Real Estate Agent
- Coldwell Banker Paradise
-
Hutchinson, FL
FULL_TIME
- Coldwell Banker Paradise is looking for motivated real estate agents. No experience necessary. We will train you. If you are a newly licenced real estate agent, in the process of getting your real est...
- 24 Days Ago
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0 Private Banker jobs found in Melbourne, FL area
Brokerage Coordinator - Orlando
- Cushman & Wakefield
-
Orlando, FL
- Job Title Brokerage Coordinator - Orlando Job Description Summary Responsible for providing local support for a Brokerag...
- 4/23/2024 12:00:00 AM
Freight Broker
- US Transportation Services
-
Sebastian, FL
- Job Description Job Description As Freight Broker for US Transportation you will be empowered to create and manage your ...
- 4/23/2024 12:00:00 AM
Nurse Tech - CV PCU
- Health First
-
Melbourne, FL
- POSITION SUMMARY To be fully engaged in providing Quality/No Harm, Customer Experience, and Stewardship by assisting lic...
- 4/23/2024 12:00:00 AM
Sales Associate
- Tilly's
-
Melbourne, FL
- As a Sales Associate, you will be responsible for delivering the Tillys Experience to our Customers. Are you a "people p...
- 4/23/2024 12:00:00 AM
J.P. Morgan Wealth Management - Private Client Advisor - Melbourne and Jupiter FL
- Jpmorgan Chase & Co
-
Melbourne, FL
- JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, build...
- 4/22/2024 12:00:00 AM
Loan Processor
- NVR, Inc.
-
Orlando, FL
- If you're a bright, energetic individual who's customer-focused and dedicated to the success of your team, we'd love to ...
- 4/22/2024 12:00:00 AM
Asset Manager - Multifamily Apartment
- NorthPoint Search Group
-
Orlando, FL
- Multifamily Apartment Asset Management Specialist Location: Primary Preference: Orlando, FL Compensation: Base Salary be...
- 4/22/2024 12:00:00 AM
Sr. Loan Officer (Retail Mortgage) - Remote
- sproutwholesale.com
-
Orlando, FL
- The Mortgage Loan Officer will initiate the mortgage process for potential clients, preparing, analyzing, and verifying ...
- 4/22/2024 12:00:00 AM
About Melbourne, Florida
Melbourne /ˈmɛlbərn/ is a city in Brevard County, Florida, United States. As of the 2010 census, the population was 76,068. The municipality is the second-largest in the county by both size and population. Melbourne is a principal city of the Palm Bay – Melbourne – Titusville, Florida Metropolitan Statistical Area. In 1969 the city was expanded by merging with nearby Eau Gallie.
Melbourne is located approximately 60 miles (97 km) southeast of Orlando on the Space Coast, along Interstate 95. It is approximately midway between Jacksonville and Miami. According to the United States Census Bureau,...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$66,722 to $98,087
Melbourne, Florida area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Private Banker do?
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