Private Banker jobs in Saint Petersburg, 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 II SB - St Petersburg Gulf Blvd, St Petersburg FL
- JPMC Candidate Experience page
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Saint Petersburg, FL
FULL_TIME
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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 - 2 Days Ago
Private Client Banker II SB - St Petersburg Gulf Blvd, St Petersburg FL
- JPMorgan Chase
-
Saint Petersburg, 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 havin...
- 5 Days Ago
Personal banker
- Fifth Third Bank
-
Pinellas Park, FL
FULL_TIME
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION : Selected can...
- Just Posted
Personal Banker
- PNC
-
Pinellas Park, FL
FULL_TIME
- Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work to...
- 9 Days Ago
High School Educator (Private School)
- SailFuture
-
Petersburg, FL
FULL_TIME
- About SailFuture AcademyThe SailFuture Academy is a purposefully disruptive, private nonprofit high school in St. Petersburg, Florida. We believe that our work should be meaningful and purposeful. Our...
- 26 Days Ago
Universal Banker - Pinellas Point
- Truist Bank
-
Saint Petersburg, FL
FULL_TIME
- Language Fluency: English (Required)Work Shift:1st shift (United States of America)Job Grade:103Please review the following job description:Provide timely and efficient completion of client transactio...
- 1 Day Ago
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0 Private Banker jobs found in Saint Petersburg, FL area
Model Risk Manager - Capital Markets
- Raymond James Financial Incorporated
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Saint Petersburg, FL
- Job Summary: This position will primarily perform independent model validation activities for market risk, capital marke...
- 4/26/2024 12:00:00 AM
C&I Banking Officer
- Republic Bancorp, Inc.
-
Saint Petersburg, FL
- "Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspe...
- 4/24/2024 12:00:00 AM
Senior Investment Reporting Specialist
- Aviva Plc
-
Clearwater, FL
- Senior Investment Reporting Specialist page is loaded Senior Investment Reporting Specialist Apply locations ASEC - Wars...
- 4/24/2024 12:00:00 AM
Entry Level Banking Role
- Year Up
-
Tampa Bay, FL
- Year Up is a one-year or less, intensive job training program that provides young adults with in-classroom skill develop...
- 4/23/2024 12:00:00 AM
Mortgage Loan Technician II
- Lennar Mortgage
-
Clearwater, FL
- Overview Seeking career growth with a national mortgage company? Lennar Mortgage can help you build the foundation to a ...
- 4/23/2024 12:00:00 AM
Supervisory Examiner, CM-0570-00 (Raleigh, NC and Tampa, FL) (Temporary Promotion)
- Federal Deposit Insurance Corporation
-
Tampa, FL
- Summary There are three positions located in the Division of Risk Management Supervision (RMS), Atlanta Regional Field O...
- 4/22/2024 12:00:00 AM
Mortgage Loan Officer
- Waterstone Mortgage
-
Pinellas Park, FL
- Job Description Job Description Start or continue to build your career with a top ranked mortgage company! Waterstone Mo...
- 4/22/2024 12:00:00 AM
Phone Banker, Florida (Part-Time)
- National Asian Pacific American Women's Forum
-
Saint Petersburg, FL
- Title: (FL) Phone Banker, Part-Time Location: Tampa Bay Area, FL Reports to Florida Organizing Manager Work Schedule: 10...
- 4/22/2024 12:00:00 AM
About Saint Petersburg, Florida
St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County).
St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$69,280 to $101,847
Saint Petersburg, Florida area prices
were up 1.1% from a year ago
were up 1.1% from a year ago
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