Private Banker jobs in Trenton, NJ

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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Licensed Private Client Banker - Doylestown, PA
  • KeyBank
  • Doylestown, PA FULL_TIME
  • Location:

    500 Farm Lane - Doylestown, Pennsylvania 18901

    Job Summary
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

    Responsibilities

    • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
    • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products
    • Consistently attains individual activity, behavior, and outcome expectations.
    • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
    • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
    • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
    • Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
    • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
    • Support of branch operations including assisting with client transactions on the Teller line as needed.
    • Participate in and occasionally facilitate morning huddles and end of day debriefs.
    • Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice.
    • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.


    Education Qualifications

    • High School Diploma, GED, or equivalent experience (required) or
    • Bachelor's Degree (preferred)


    Experience Qualifications

    • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
    • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
    • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
    • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
    • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
    • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
    • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)


    Licenses and Certifications

    • FINRA License S6 Upon Hire (required)
    • FINRA License S63 Upon Hire (required)
    • FINRA Security Industry Essentials (SIE) Upon Hire (required)
    • Life and Health Insurance Licenses Upon Hire (required)


    Tactical Skills

    • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
    • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
    • Strong work ethic and high level of integrity
    • Excellent Time management skills


    Personal Skills

    • Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
    • Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
    • Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process.
    • Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes.
    • Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity.


    Practical Skills

    • Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes.
    • Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively.
    • Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures.
    • Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
    • Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement.


    Core Competencies

    • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.


    Physical Demands

    • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.


    Driving Requirements

    • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

    Job Posting Expiration Date: 04/26/2024

    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

    Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .


    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

     

  • 1 Month Ago

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Private Client Banker - Mount Holly Branch (New Build) - Mount Holly, NJ
  • JPMC Candidate Experience page
  • Mount Holly, NJ 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...
  • 24 Days Ago

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Private Client Banker (New Build) - Feasterville Trevose Branch - Feasterville Trevose, PA
  • JPMC Candidate Experience page
  • Feasterville Trevose, PA 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...
  • 1 Month Ago

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Warehouse Manager 1
  • Incubation Systems Private Limited
  • Hamilton, NJ CONTRACTOR,FULL_TIME
  • Time: 8 am to 5 pm with 60 mins break – 40 hours/weeks Responsibilities: Oversee all aspects of warehouse operations, including receiving, storage, picking, packing, and shipping Develop and implement...
  • 2 Days Ago

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Citizens Banker
  • Citizens Bank, N.A.
  • Southampton, PA 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...
  • 10 Days Ago

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Personal Banker
  • First Bank - NJ
  • Doylestown, PA FULL_TIME
  • Position Summary:The Personal Banker will be responsible for assisting customers in a dual role function. The role is responsible for providing an exceptional in-branch customer experience by handling...
  • 11 Days Ago

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0 Private Banker jobs found in Trenton, NJ area

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Manager, Portfolio Management
  • Genmab
  • Princeton, NJ
  • At Genmab, we’re committed to building extra[not]ordinary futures together, by developing antibody products and pioneeri...
  • 3/19/2024 12:00:00 AM

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2025 Tax Summer Intern - Private Client Services (Summer Leadership Program)
  • EisnerAmper LLP
  • Iselin, NJ
  • Job Description About our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects famil...
  • 3/18/2024 12:00:00 AM

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Head Teller
  • The Bank of Princeton
  • Chesterfield, NJ
  • Job Description Job Description The Bank of Princeton has exciting career opportunities! Our goal to hire and retain tal...
  • 3/18/2024 12:00:00 AM

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Relationship Banker - Feasterville Financial Center - Feasterville Trevose, PA
  • Bank of America
  • Feasterville Trevose, PA
  • Relationship Banker - Feasterville Financial Center - Feasterville Trevose, PA Feasterville Trevose, Pennsylvania **Job ...
  • 3/17/2024 12:00:00 AM

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Junior Loan Processor
  • Lending Team Inc
  • Richboro, PA
  • Job Description Job Description *THIS IS NOT A REMOTE OR HYBRID POSITION* Responsibilities: Answering and transferring c...
  • 3/17/2024 12:00:00 AM

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2025 Audit Winter Intern (Summer Leadership Program)
  • EisnerAmper LLP
  • Philadelphia, PA
  • Job Description About our Audit Team In the EisnerAmper Audit Group, we're transforming the traditional reputation of au...
  • 3/16/2024 12:00:00 AM

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Mortgage Loan Officer
  • Penn Community Bank
  • Bristol, PA
  • Overview: Responsible for soliciting and originating mortgage loan products for the Bank, contributing positively to ban...
  • 3/16/2024 12:00:00 AM

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Senior Universal Banker
  • Provident Bank
  • Newtown, PA
  • How would you like to join one of the most highly regarded community-focused financial institutions in the Tri-State are...
  • 3/15/2024 12:00:00 AM

According to the United States Census Bureau, the city had a total area of 8.155 square miles (21.122 km2), including 7.648 square miles (19.809 km2) of land and 0.507 square mile (1.313 km2) of water (6.21%). Several bridges across the Delaware River – the Trenton–Morrisville Toll Bridge, Lower Trenton Bridge and Calhoun Street Bridge – connect Trenton to Morrisville, Pennsylvania, all of which are operated by the Delaware River Joint Toll Bridge Commission. Trenton is located near the exact geographic center of the state, which is 5 miles (8.0 km) located southeast of Trenton. The city is so...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$79,526 to $116,912
Trenton, New Jersey area prices
were up 1.5% from a year ago

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