Private Banker jobs in Santa Cruz, 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)

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Sales administrator
  • Coldwell Banker Realty
  • Aptos, CA FULL_TIME
  • The Sales Support Administrator will be responsible for supporting sales office operations in the local branch office. The ideal candidate will have a Real Estate background, strong customer service background, attention to detail, be highly proficient with technology, amazing organizational skills and a willingness to be part of a team.

    Job duties will include administrative support, marketing, technology and Company system support, and other administrative and customer service duties as assigned.

    Essential Duties and Responsibilities :

    The Sales Support Administrator will provide excellent customer service to the independently affiliated sales agents, clients and vendors.

    The majority of the duties of this position must be performed without delay as this is a critical position affecting agents and the success of their business.

    • The ideal candidate will be highly skilled and motivated in both administrative and marketing / technology duties and will be able to assist independently affiliated sales associates with Company systems used to market themselves and their business.
    • Incumbent will be responsible for direct support of the branch office operations, including but not limited to : Coordinate the onboarding support for newly affiliated sales associates to ensure they are set up on and understand Company systems.

    Provide support and guidance for all sales associates regarding usage of company systems and marketing tools. Provide basic social media and marketing support.

    Assist with general office appearance and maintenance of office equipment / tools for smooth running of the office on a daily basisProvide team support by being cross trained in transaction and data entry duties to provide assistance to other staff as needed.

    Provide front desk support with greeting customers, answering phones, and other standard front desk responsibilities.

    Perform variety of other administrative duties as directed.

    Job Requirements :

    • Two or more years’ experience in a customer centric business environment with administrative responsibility for office operations.
    • Real Estate background preferred
    • Proficient and skilled in social media applications including Facebook, LinkedIn, Twitter, company web pages, MLS
    • Creative problem solving skills.
    • Strong customer service skills with excellent communication skills, both verbal and written.
    • Ability to interact successfully with both internal and external customers at all levels.
    • Ability to multi task, prioritize and be flexible with changing business needs in a team environment.

    LI-DH1

    Employment Type

    Full-time

    Company

    Coldwell Banker Realty

    Last updated : 2024-04-23

  • Just Posted

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BANK PROTECTION OFFICER (BPO)
  • American Custom Private Security Inc
  • CAPITOLA, CA FULL_TIME,PART_TIME
  • Company Overview: American Custom Private Security, Inc (ACPS). is a California for-profit corporation, established in 2008. ACPS performs both commercial and government contract security services. Ou...
  • 22 Days Ago

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BANK PROTECTION OFFICER (BPO)
  • American Custom Private Security Inc
  • Santa Cruz, CA FULL_TIME,PART_TIME
  • Company Overview: American Custom Private Security, Inc (ACPS). is a California for-profit corporation, established in 2008. ACPS performs both commercial and government contract security services. Ou...
  • 1 Day Ago

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Universal Banker
  • Santa Cruz County Bank
  • Santa Cruz, CA FULL_TIME
  • DescriptionWHO WE ARE AND WHAT WE DO: If you’re looking for an exciting career opportunity, you’re in the right place. Santa Cruz County Bank is a top-rated community bank with a focus on serving the ...
  • 1 Month Ago

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Personal Banker Watsonville
  • Wells Fargo
  • WATSONVILLE, 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 balanc...
  • 12 Days Ago

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Bilingual Personal Banker Watsonville
  • B10 Wells Fargo Bank, N. A.
  • Freedom, 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 balanc...
  • 12 Days Ago

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0 Private Banker jobs found in Santa Cruz, CA area

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Commercial Loan Closer
  • SLATT CAPITAL
  • Burlingame, CA
  • Job Description Job Description Job Summary Slatt Capital seeks a deadline-driven transaction manager with close attenti...
  • 4/26/2024 12:00:00 AM

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Restaurant Managers and General Managers
  • Restaurants From Scratch
  • Palo Alto, CA
  • Job Description Job Description Reposado, the British Bankers Club, and the Palo Alto Creamery in downtown Palo Alto hav...
  • 4/25/2024 12:00:00 AM

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Fund Manager/Assistant Controller, Venture Capital
  • Addison Group
  • Palo Alto, CA
  • Job Title: Fund Manager/Assistant Controller, Venture Capital Internal Job ID:10020210 Location: Palo Alto (hybrid) Sala...
  • 4/25/2024 12:00:00 AM

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Business Development Analyst - Private Equity Firm
  • Carterpierce Inc.
  • Palo Alto, CA
  • Our client is seeking a Private Equity Business Development Analyst to join their team in the Bay area. At the core of t...
  • 4/25/2024 12:00:00 AM

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Infrastructure Engineer, Citrix/VDI Expert H/F
  • Credit Agricole Group
  • Palo Alto, CA
  • Azqore is a leader in outsourced banking services. We are one of the entities under Credit Agricole Indosuez Wealth Mana...
  • 4/24/2024 12:00:00 AM

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Fund Manager/Assistant Controller, Venture Capital
  • Addison Group
  • Palo Alto, CA
  • Job Title: Fund Manager/Assistant Controller, Venture Capital Internal Job ID: 10020210 Location: Palo Alto (hybrid) Sal...
  • 4/23/2024 12:00:00 AM

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Business Development Analyst - Private Equity Firm
  • CarterPierce, INC.
  • Palo Alto, CA
  • Our client is seeking a Private Equity Business Development Analyst to join their team in the Bay area. At the core of t...
  • 4/22/2024 12:00:00 AM

Santa Cruz (/ˈsæntə ˈkruːz/, Spanish: Holy Cross) is the county seat and largest city of Santa Cruz County, California. As of 2013 the U.S. Census Bureau estimated Santa Cruz's population at 62,864. Situated on the northern edge of Monterey Bay, about 32 mi (51 km) south of San Jose and 75 mi (120 km) south of San Francisco, the city is part of the 12-county San Jose-San Francisco-Oakland Combined Statistical Area. Santa Cruz is known for its moderate climate, natural environment, coastline, redwood forests, alternative community lifestyles, and socially liberal leanings. It is also home to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$81,630 to $120,003
Santa Cruz, California area prices
were up 2.5% from a year ago

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