Private Banker jobs in Schenectady, NY
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
Investor Services Clerk
- Ultimus Leverpoint Private Fund Solutions
-
Clifton Park, NY
FULL_TIME
-
Investor Services Clerk I
Summary Description
The Investor Services Clerk I is responsible for processing changes to existing investors and data entry for new investors within the company database ("CRM"). Another area of focus is maintaining investor wire information and reports. The Investor Services Clerk I must be able to work independently, client-service oriented, technology savvy, demonstrate initiative and have attention to detail with excellent time management skills. This position requires employees to perform well under time constraints while handling multiple projects simultaneously. This position is expected to have regular interactions with IT, Treasury, Accounting Associates, other Investor Services Team Associates.
Essential Duties and Responsibilities- Investor onboarding, including data entry, reviewing feedback revisions of investors information and tracking the data received;
- Running wire reports from the database for Treasury department review and processing necessary review comments;
- Preparation of all received updates into specified PDF file format;
- Maintaining investor information by updating the CRM for investor changes received;
- Organization of electronic investor folders and document filing, as required
- Assisting team with various projects such as hard copy mailings or printing, as needed and;
- Work on special projects as assigned.
- Dedication and motivation to achieve high standards of client service and professional in the performance of duties;
- Continually updates job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; participates in professional development opportunities and;
- Additional duties as assigned by management.
- Ability to organize and prioritize work, strong attention to detail and to effectively provide team members and others with information and assistance as needed;
- Ability to multi-task between different tasks and internal demands throughout the day;
- Ability to interact professionally and effectively through written and oral communication;
- Ability to work in a fast-paced environment, handling multiple competing priorities throughout the day;
- Sound computer and technical skills, including the use of MS Office Suite, Adobe and web-based applications and;
- Additional duties as assigned by management.
- 1 – 3 years’ experience in Administration or related field preferred;
- Minimum of an Associate’s degree in Business Administration or related field;
- Ability to multitask, time management, attention to detail, planning and problem-solving skills required;
- Ability to work both independently, as well as working collaboratively in a team environment;
- Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients and;
- Ability to work in a fast-paced environment and handle multiple priorities and deadlines.
- At times, as business needs arise and employees are required and agree to work beyond their normal work day or work week to fulfill the accountabilities required for their job.
- The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- While performing the duties of this job, the employee is regularly required to sit and stand;
- The employee must occasionally lift and/or move up to 10lbs and;
- Specific vision abilities are required within this position.
- Occasional travel (approximately 10% or less) may be required in this position.
- Reasonable accommodations may be made to enable employees to perform the essential functions.
- 14 Days Ago
Personal banker
- KeyBank
-
Amsterdam, NY
FULL_TIME
- Location : 4773 State Highway 30 - Amsterdam, New York 12010 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers en...
- Just Posted
Personal banker
- KeyBank
-
Cobleskill, NY
FULL_TIME
- Location : 117 Veterans Drive - Cobleskill, New York 12043 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers enga...
- Just Posted
Citizens Banker
- Citizens Bank, N.A.
-
Clifton Park, NY
OTHER
- DescriptionStarting 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 truste...
- 1 Month Ago
Private Lacrosse Coach
- STXZ
-
Gansevoort, NY
PART_TIME,FULL_TIME,CONTRACTOR
- Welcome to STXZ, where passion for lacrosse and quality training find a perfect match! Although we’re the new kids on the block, we’ve sprinted ahead and clinched the title of the fastest-growing lacr...
- 10 Days Ago
Private Soccer Coach
- Dribbler
-
Queensbury, NY
FULL_TIME,CONTRACTOR,PART_TIME
- Dribbler is a national private soccer training company and the fastest growing private soccer training provider in the US serving all 50 states and all major cities. We have helped thousands of soccer...
- 1 Month Ago
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0 Private Banker jobs found in Schenectady, NY area
Licensed Private Client Banker -Niskayuna, NY
- Key Bank
-
Schenectady, NY
- Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerLocation: Schenectady , New York , United StatesLocat...
- 4/24/2024 12:00:00 AM
Licensed Private Client Banker - Guilderland
- Key Bank
-
Guilderland, NY
- Licensed Private Client Banker - Guilderland Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerVisa spo...
- 4/24/2024 12:00:00 AM
Licensed Private Client Banker -Niskayuna, NY
- Key Bank
-
Schenectady, NY
- Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerLocation: Schenectady , New York , United StatesLocat...
- 4/24/2024 12:00:00 AM
Licensed Private Client Banker - Guilderland
- Key Bank
-
Guilderland, NY
- Licensed Private Client Banker - Guilderland Occupation: Banking, Mortgage, InvestmentSpecialty: Personal BankerVisa spo...
- 4/24/2024 12:00:00 AM
Private Wealth Management Administrative Assistant - Cohoes
- Advantage xPO
-
Cohoes, NY
- Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and h...
- 4/23/2024 12:00:00 AM
Director, Americas Cloud Economist
- Nutanix
-
Albany, NY
- Nutanix is disrupting the multi-billion-dollar enterprise data center market by pioneering an enterprise cloud platform ...
- 4/23/2024 12:00:00 AM
Citizens Teller - Part Time
- Citizens
-
Delmar, NY
- Description Starting Salary: $17 / hour and up As a Citizens Teller - YOU make a real difference for our customers and t...
- 4/22/2024 12:00:00 AM
Teller
- Community Bank System, Inc.
-
Delmar, NY
- Overview: At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized...
- 4/20/2024 12:00:00 AM
About Schenectady, New York
Schenectady (/skəˈnɛktədi/) is a city in Schenectady County, New York, United States, of which it is the county seat. As of the 2010 census, the city had a population of 66,135. The name "Schenectady" is derived from a Mohawk word, skahnéhtati, meaning "beyond the pines". Schenectady was founded on the south side of the Mohawk River by Dutch colonists in the 17th century, many from the Albany area. They were prohibited from the fur trade by the Albany monopoly, which kept its control after the English takeover in 1664. Residents of the new village developed farms on strip plots along the rive...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$73,957 to $108,723
Schenectady, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Private Banker do?
Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020