personal banking officer

DBS Bank

Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just for you.Responsibilities* Acquiring new accounts (Current and Savings) from branch catchment area •;Quality sourcing of salary accounts from corporates* Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio.* Participate in corporate induction and migration events around the catchment area* Build strong relationship with internal teams to leverage existing relationships from SME* Conduct low-cost micro marketing activities around catchment areas for lead generations.Requirements* 1 - 2years of relevant experience* Graduation/Post Graduation* Sales & Networking Skills* Good Communication & Listening Skills* Goal / Target oriented* IRDA & AMFI certification is preferred. This is a must post joining.* Excellent verbal and written communication skills* Banking Knowledge* Computer Skills & Digital Knowledge* Good Network in the MarketApply NowWe offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Assistant Officer, Personal Banker, Consumer Banking Group

Mashreq Corporate & Investment Banking Group

To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.The job holder is required to enhance Private Banking sales / revenues and promote the cross selling of bank products to all existing clients.Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.Financial Advisor must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customersAbility to communicate with HNW clients to structure advise based on client needsAbility to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.Safeguard the bank from potential loss / AML fraud/ and ensure ethical behaviorSafeguard banks reputation by ensuring ethical professional behavior at all times before/during after salesEnhance market profile and awareness.Achieve revenue goals, sales &amp; portfolio growth targets across a range of products &amp; services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)Acquire 'new to bank' NHW clientsMaintain a superior customer service experience for clients including pre-empting issues and proactive servicing.Minimize customer attritionMaintain proactive client contactUniversity GraduateStrong numbers, selling &amp; investments/ Financial Market KnowledgeStrong Interpersonal skills and cultural sensitivityRelationship Management &amp; Networking skills. Extrovert / Amiable personalityAt least, 8-10 years of experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities &amp; Investment Institute (SII) for selling investment

Director- Private Banking Front Office

City National Bank of Florida

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You'll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You'll Do: <ul><li> Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones. </li><li> Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services. </li><li> Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship. </li><li> Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs. </li><li> Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience. </li><li> Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. </li><li> Engage in the Community: Represent the bank at social functions, business development events, and through association memberships to grow the Private Client Group clientele. </li></ul>Qualifications:<ul><li> What We're Looking For <ul><li> Experience: 8-10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred. </li><li> Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions. </li><li> Education: Bachelor's degree in Business, Finance, or a related field required. Master's Degree, preferred. </li><li> Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs. </li><li> Knowledge: Strong understanding of financial products, credit policies, and the private banking market. </li></ul> Why Join Us? <ul><li> Be part of a team that values innovation, collaboration, and client success. </li><li> Enjoy opportunities for professional growth and development. </li><li> Make a meaningful impact by helping high-net-worth clients achieve their financial goals. </li></ul></li></ul>Education:<ul><li> Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. </li></ul>Special information to candidates:<ul><li> Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. </li><li> Please view Equal Employment Opportunity Posters here . </li><li> The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c) </li><li> Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at . </li></ul>

Private Banking Officer Senior - Legal/Law firm Group

Additional Resources Ltd

<div> As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client s financial objectives. You Will Be Responsible For: <ul> <li>Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.</li> <li>Developing long-term client relationships built on trust, discretion, and exceptional service.</li> <li>Identifying and capitalising on new business opportunities to grow and diversify your client base.</li> <li>Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.</li> <li>Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.</li> <li>Collaborating with internal teams to enhance client satisfaction and overall service delivery.</li> <li>Offering mentorship and support to junior team members when required.</li> </ul> What We Are Looking For <ul> <li>Demonstrated background in private banking or wealth management, </li> <li>Experience serving high-net-worth and ultra-high-net-worth clients.</li> <li>Strong understanding of cross-border financial planning, investment strategy, and lending services.</li> <li>Comfortable managing complex client structures and liaising with multiple stakeholders.</li> <li>Experienced in working within regulated financial environments, adhering to best practice and governance standards.</li> <li>Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).</li> <li>CeMAP certification and an active Statement of Professional Standing (SPS).</li> </ul> </div>

Private Banker

PNC Financial Services Group

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch Banking organization, Taneytown Branch office, you will be based in Taneytown, MD.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
 Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
 Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
 Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
 Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
To learn more about this opportunity, please watch this video .
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
 
Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
 
Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education No Degree
 
Certifications No Required Certification(s)
 
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
 
Pay Transparency
 Base Salary: $44,720.00 – $56,500.00
 
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
 
Application Window
 Generally, this opening is expected to be posted for two business days from 11/10/2025, although it may be longer with business discretion.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Personal Banker

Job Profile
 
Position Overview
 At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in Ellwood City, PA at the Ellwood City branch.
 
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
 
Job Description
 Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
 Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
 Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
 Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
 Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
 
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
 Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
 Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
 
To learn more about this opportunity, please watch this video .
 
Qualifications
 
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
 
Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
 
Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
 
Work Experience Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
 
Education No Degree
 
Certifications No Required Certification(s)
 
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
 
Benefits
 PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
 
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
 
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .
 
Disability Accommodations Statement
 
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
 
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
 
Equal Employment Opportunity (EEO)
 
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
 
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
 
California Residents
 
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

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