Private Banker jobs in Santa Fe, NM

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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Associate banker
  • JPMorgan Chase & Co
  • Santa Fe, NM FULL_TIME
  • JOB DESCRIPTION

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.

    Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.

    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 an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.

    You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.

    Job responsibilities

    • Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling / canceling client meetings
    • Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
    • Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
    • Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
    • Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
    • Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience

    Required qualifications, capabilities, and skills

    • 6 months of customer service experience
    • High school diploma or GED equivalent

    Preferred qualifications, capabilities, and skills

    • Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
    • Strong desire and ability to influence, educate, and connect customers to technology
    • Cash handling experience

    ABOUT US

    Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products.

    Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

    For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions.

    We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.

    Additional details about total compensation and benefits will be provided during the hiring process.

    We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.

    We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

    We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

    Visit our FAQs for more information about requesting an accommodation.

    Equal Opportunity Employer / Disability / Veterans

    ABOUT THE TEAM

    Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.

    We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.

    Our Consumer Banking group helps customers manage their money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

    Last updated : 2024-03-26

  • 1 Day Ago

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Personal banker
  • WELLS FARGO BANK
  • Santa Fe, NM 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...
  • 4 Days Ago

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Universal Banker
  • Sunflower Bank NA
  • Santa, NM FULL_TIME
  • DescriptionSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Santa Fe Cordova branch!Customer Service experience is a MUST...
  • 5 Days Ago

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Universal Banker
  • Four Corners Community Bank
  • Farmington, NM FULL_TIME
  • DescriptionDo you have excellent customer service skills and love to work as a team player? Apply today!As a Universal Banker, you will be responsible for conducting teller transactions and cash trans...
  • 8 Days Ago

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Personal Banker
  • WaFd Bank
  • Farmington, NM FULL_TIME
  • MinUSD $41,000.00/Yr. MaxUSD $55,000.00/Yr. Job SummaryWant to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your...
  • 12 Days Ago

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Universal Banker
  • Sunflower Bank NA
  • Santa Fe, NM FULL_TIME
  • DescriptionSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Santa Fe Cerrillos branch!Customer Service experience is a MU...
  • 16 Days Ago

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0 Private Banker jobs found in Santa Fe, NM area

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Teller Part Time Rodeo Rd
  • WELLS FARGO BANK
  • Santa Fe, NM
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/28/2024 12:00:00 AM

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Chief Financial Officer - B2B EXIT & B2B CFO
  • B2B CFO
  • Santa Fe, NM
  • Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
  • 3/28/2024 12:00:00 AM

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Cook
  • Las Soleras Senior Living
  • Santa Fe, NM
  • Las Soleras Senior Living - Do you enjoy working in an environment where what you do matters? Do you want to go home eac...
  • 3/28/2024 12:00:00 AM

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Electric Vehicle Service Technician
  • Chevrolet Cadillac of Santa Fe
  • Santa Fe, NM
  • At Chevrolet Cadillac of Santa Fe, we strive to make every customer a customer for life. Happy employees make happy cust...
  • 3/28/2024 12:00:00 AM

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Server
  • Las Soleras Senior Living
  • Santa Fe, NM
  • Las Soleras Senior Living - Do you enjoy working in an environment where what you do matters? Do you want to go home eac...
  • 3/28/2024 12:00:00 AM

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Leasing Specialist - Part-Time
  • 11 Residential
  • Santa Fe, NM
  • This position is located at the Talavera Apartments in Boise, ID. Talavera has a total of 81 units. ? About Us 11Residen...
  • 3/28/2024 12:00:00 AM

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H&M Sales Associate
  • H&M Group
  • Santa Fe, NM
  • Company Description Job Description About the Role At H&M, as a Retail Sales Associate you will be advising our customer...
  • 3/28/2024 12:00:00 AM

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Medical Technician-MA or CNA
  • Santa Fe Recovery Center, Inc
  • Santa Fe, NM
  • Job Type Full-time Description Santa Fe Recovery Center is a leading provider of substance use disorder and mental healt...
  • 3/28/2024 12:00:00 AM

Santa Fe (/ˌsæntəˈfeɪ/ or /ˈsæntəˌfeɪ/; Tewa: Oghá P'o'oge, Navajo: Yootó) is the capital of the U.S. state of New Mexico. It is the fourth-largest city in the state and the seat of Santa Fe County. This area was occupied for at least several thousand years by indigenous peoples who built villages several hundred years ago, on the current site of the city. It was known by the Tewa inhabitants as Ogha Po'oge ("White Shell Water Place"). The city of Santa Fe, founded by Spanish colonists in 1610, is the oldest state capital in the United States. Santa Fe (meaning "holy faith" in Spanish) had a p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$68,901 to $101,293
Santa Fe, New Mexico area prices
were up 2.5% from a year ago

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