Private Banker jobs in Santa Ana, CA
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 - Seal Beach Branch - Seal Beach, CA
- JPMorgan Chase
-
Seal Beach, CA
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 - 2 Months Ago
Security
- Protect-US Private Security
-
Santa Ana, CA
FULL_TIME
- SecurityDepartment: UnarmedEmployment Type: Full TimeLocation: Santa Ana, CACompensation: $16.00 - $17.00 / hourDescriptionProtect-US is a private security firm specializing in providing a safe enviro...
- 2 Months Ago
Personal banker
- WELLS FARGO BANK
-
Villa Park, CA
FULL_TIME
- Why Wells Fargo : Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balan...
- Just Posted
Personal banker
- Wells Fargo
-
Seal Beach, CA
FULL_TIME
- Why Wells Fargo : Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balan...
- Just Posted
Mortgage Banker
- Alt Financial Network, Inc.
-
Santa Ana, CA
FULL_TIME
- We are seeking an experienced mortgage loan officer with strong marketing, communication, and analysis skills to join our team and assist loan applicants in securing the ideal mortgage for their new h...
- 6 Days Ago
Personal banker
- SchoolsFirst Federal Credit Union
-
Santa Ana, CA
FULL_TIME
- What You’ll Be Doing Provides World Class Member service to Members visiting branch / service center locations. Provides detailed information and promotes credit union products and services to build r...
- 8 Days Ago
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0 Private Banker jobs found in Santa Ana, CA area
Brentwood Associates - Investment Professional (Los Angeles)
- Brentwood Associates
-
Los Angeles, CA
- Brentwood Associates seeks to hire Associates who are highly motivated, intelligent and have demonstrated excellence in ...
- 5/10/2024 12:00:00 AM
U.S. Private Bank - Private Banker - Vice President or Executive Director
- JPMorgan Chase
-
Irvine, CA
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
- 5/9/2024 12:00:00 AM
U.S. Private Bank - Private Banker - Vice President or Executive Director
- JPMorgan Chase
-
Pasadena, CA
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
- 5/9/2024 12:00:00 AM
U.S. Private Bank - Private Banker - Vice President or Executive Director
- JPMorgan Chase
-
Manhattan Beach, CA
- We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
- 5/9/2024 12:00:00 AM
Private Client Associate
- East West Bank
-
Pasadena, CA
- Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and...
- 5/9/2024 12:00:00 AM
Private Banker
- IDB
-
Beverly Hills, CA
- Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
- 5/8/2024 12:00:00 AM
Wealth Management - Private Bank - Private Banker - Vice President or Executive Director - Los Angeles, CA
- JPMorgan Chase
-
Los Angeles, CA
- JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.4 trillion, over 240,000 em...
- 5/6/2024 12:00:00 AM
Senior Relationship Banker
- East West Bank
-
Irvine, CA
- Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and...
- 5/6/2024 12:00:00 AM
About Santa Ana, California
Santa Ana /ˌsæntə ˈænə/ (Spanish for "Saint Anne") is the county seat and second most populous city in Orange County, California in the Los Angeles metropolitan area. The United States Census Bureau estimated its 2011 population at 329,427, making Santa Ana the 57th most-populous city in the United States.
Santa Ana is in Southern California, adjacent to the Santa Ana River, about 10 miles (16 km) from the coast. Founded in 1869, the city is part of the Greater Los Angeles Area, the second largest metropolitan area in the United States, with almost 18 million residents in 2010. Santa Ana is a ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$81,074 to $119,187
Santa Ana, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
What does a Private Banker do?
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