Private Banker jobs in New London, CT

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)

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Citizens Banker
  • Citizens Bank, N.A.
  • Westerly, RI OTHER
  • Description

    Starting Salary: $20 / hour and up

    Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.

    What you'll do

    Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then this is the job for you!

    Using your strong communication and problem-solving skills — along with your broad range of financial knowledge — you’ll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. 

    You’ll get to know customers’ personal financial goals and recommend tailored solutions to help achieve them — like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You’ll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.

    What you'll get

    • Meaningful work & relationships – You’ll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
    • Commitment to community – Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually.
    • Career opportunities, reward, and upskilling – See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you. 
    • Exceptional benefits – Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.

    Required Qualifications

    • High School degree or GED required
    • 2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
    • Ability to effectively ask questions and identify needs to improve the customer relationship
    • Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
    • Demonstrated skills in using digital technology to support the delivery of business goals
    • Aptitude to problem solve and provide solutions to customer issues
    • Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
    • Self-motivated, confident and ability to multitask effectively
    • Ability to work branch hours, which can include weekends and evenings
    • Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
    • Completion of a video interview assessment as part of the application. How to prepare: Set aside 30-45 minute for the self-guided assessment that includes questions and games. Find a quiet place to record and be camera-ready. You’ll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You’ll answer questions, with 1 minute to prepare, 3 minutes to respond, and 1 opportunity to re-record. Share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, allowing our recruiters to review your application and advise you of next steps quickly.

    Preferred skills/experience:

    • 1 year cash handling experience 

    Hours and Work Schedule

    • Hours per Week: 40
    • Work Schedule: Varies with branch needs and may include weekends and evenings

    Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

    Equal Employment Opportunity

    At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

    Equal Employment and Opportunity Employer

    Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

  • 20 Days Ago

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Flex Banker
  • Washington Trust
  • Block Island, RI FULL_TIME
  • Branch Flex Banker (Universal Banker) Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers....
  • 23 Days Ago

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Flex Banker
  • The Washington Trust Company
  • Westerly, RI FULL_TIME
  • Branch Flex Banker (Universal Banker) Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers....
  • 24 Days Ago

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Registered Private Client Associate
  • Janney Montgomery Scott
  • Westbrook, CT FULL_TIME
  • As a Registered Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working close...
  • 12 Days Ago

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Private Swim Instructor
  • InstaSwim
  • East Haddam, CT FULL_TIME,CONTRACTOR,PART_TIME
  • InstaSwim is looking to hire professional and experienced private swim instructors to teach swim lessons in our clients private homes & community pools all within your location & Surrounding cities! W...
  • 25 Days Ago

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Private Client Associate
  • Janney Montgomery Scott
  • Mystic, CT FULL_TIME
  • As a Private Client Associate with Seaport Wealth Management at Janney Montgomery Scott, you will play an integral role in the success of our team. You will assist in administering, marketing and grow...
  • 1 Month Ago

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0 Private Banker jobs found in New London, CT area

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Licensed Private Client Banker
  • Key Bank
  • Coventry, CT
  • Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerLocation: Coventry , Connecticut , United StatesLocat...
  • 4/24/2024 12:00:00 AM

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Licensed Private Client Banker
  • Key Bank
  • Guilford, CT
  • Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerLocation:1021 Boston Post Road - Guilford, Connecticu...
  • 4/24/2024 12:00:00 AM

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Senior Premier Banker Black Rock CT
  • Wells Fargo & Co.
  • Hartford, CT
  • By using a Site or interacting with a Wells Fargo advertisement or page or account on a third party site, you consent to...
  • 4/24/2024 12:00:00 AM

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Licensed Private Client Banker - Wallingford Branch
  • Key Bank
  • Wallingford, CT
  • Licensed Private Client Banker - Wallingford Branch Occupation: Banking, Mortgage, InvestmentSpecialty: Branch ManagerLo...
  • 4/23/2024 12:00:00 AM

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Licensed Private Client Banker - Mansfield Branch
  • KeyBank
  • Willimantic, CT
  • Location: 6 Storrs Road - Willimantic, Connecticut 06226 Job Summary Be a problem solver, trusted advisor, and partner t...
  • 4/22/2024 12:00:00 AM

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Private Client Banker - Clinton Shoreline Branch
  • Keycorp
  • Clinton, CT
  • Private Client Banker - Clinton Shoreline Branch page is loaded Private Client Banker - Clinton Shoreline Branch Apply l...
  • 4/22/2024 12:00:00 AM

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Licensed private client banker - branch
  • Keybank
  • Putnam, CT
  • Location: 163 Providence Street - Putnam, Connecticut 06260 Job SummaryBe a problem solver, trusted advisor, and partner...
  • 4/22/2024 12:00:00 AM

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Private Client Banker - Clinton Shoreline Branch
  • KeyBank
  • Clinton, CT
  • Location: 250 East Main Street - Clinton, Connecticut 06413 Job Summary Be a problem solver, trusted advisor, and partne...
  • 4/21/2024 12:00:00 AM

New London is a seaport city and a port of entry on the northeast coast of the United States, located at the mouth of the Thames River in New London County, Connecticut. It was one of the world's three busiest whaling ports for several decades beginning in the early 19th century, along with Nantucket and New Bedford, Massachusetts. The wealth that whaling brought into the city furnished the capital to fund much of the city's present architecture. The city subsequently became home to other shipping and manufacturing industries, but it has gradually lost most of its industrial heart. New London ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$77,903 to $114,524
New London, Connecticut area prices
were up 1.7% from a year ago

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