private banker

Barclays

<div><p>Join us as a Private Banker within our growing Private Banking team based in Dubai.</p><p></p><p>
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.</p><p></p><p>
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.</p><p></p><p>
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.</p><p></p><p><b>
What you will be doing:</b></p><p></p><ul><li><p><br>
Manage and grow a portfolio of HNW/UHNW clients, understanding their financial goals and risk appetite</p></li><li><p>
Act as the primary point of contact for clients, providing exceptional service and financial advice</p></li><li><p>
Conduct regular reviews of clients' investment and financial portfolios</p></li><li><p>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</p></li><li><p>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</p></li><li><p>
Identify and onboard new clients through networking, referrals, and strategic partnerships</p></li><li><p>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</p></li><li><p>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</p></li><li><p>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</p></li><li><p>
Keep clients informed on market trends, economic updates, and investment opportunities</p></li></ul><p></p><p><b>
Essential Skills/Basic Qualifications:</b></p><p></p><ul><li><p>
Previous experience working as a Private Banker with a client base of over USD300m within the UAE market</p></li><li><p>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</p></li><li><p>
Previous experience in controlling and monitoring of risk within a client book</p></li><li><p>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</p></li><li><p>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</p></li><li><p>
Ability to adapt to a rapidly changing business including regulatory and technological environment</p></li></ul><p></p><p><b>
Desirable skills:</b></p><p></p><ul><li><p>
Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</p></li><li><p>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</p></li></ul><p></p><p>
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.</p><p></p><p>
This role is based in Dubai.</p>
<p><b>
Purpose of the role</b></p><p>
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p><p></p><p><b>
Accountabilities</b></p><ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul><p></p><p><b>
Vice President Expectations</b></p><ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul><p></p><p>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Private Banker

<div><p>Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market.</p><p></p><p>
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.</p><p></p><p>
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.</p><p></p><p>
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.</p><p></p><p><b>
What you will be doing:</b></p><p></p><ul><li>
Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul><p></p><p><b>
Essential Skills/Basic Qualifications:</b></p><p></p><ul><li>
Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul><p></p><p><b>
Desirable skills:</b></p><p></p><ul><li>
Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul><p></p><p>
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.</p><p></p><p>
This role is based in Dubai.</p>
<p><b>
Purpose of the role</b></p><p>
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p><p></p><p><b>
Accountabilities</b></p><ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul><p></p><p><b>
Vice President Expectations</b></p><ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul><p></p><p>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</p></div>

Private Banker – Abu Dhabi

<p>Join us as a Private Banker within our growing Private Banking team based in Dubai where you will focus on the Abu Dhabi market.</p> <p>This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker's, headed up by our new MD for Private Bank within the UAE.</p> <p>The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients.Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.</p> <p>Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.</p> What you will be doing: <ul> <li>Manage and grow a portfolio of HNW/UHNW clients within the Abu Dhabi market, understanding their financial goals and risk appetite</li> <li>Act as the primary point of contact for clients, providing exceptional service and financial advice</li> <li>Conduct regular reviews of clients' investment and financial portfolios</li> <li>Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li> <li>Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li> <li>Identify and onboard new clients through networking, referrals, and strategic partnerships</li> <li>Develop and execute tailored strategies to attract and retain wealthy clients in the region</li> <li>Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li> <li>Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li> <li>Keep clients informed on market trends, economic updates, and investment opportunities</li> </ul> Essential Skills/Basic Qualifications: <ul> <li>Previous experience working as a Private Banker with a client base of over USD300m within the Abu Dhabi market</li> <li>Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li> <li>Previous experience in controlling and monitoring of risk within a client book</li> <li>Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li> <li>Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li> <li>Ability to adapt to a rapidly changing business including regulatory and technological environment</li> </ul> Desirable skills: <ul> <li>Excellent knowledge of regulated credit agreements/investment advice/ deposits/ portfolio management services/financial promotions</li> <li>High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients' changing needs in this area</li> </ul> <p>You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.</p> <p>This role is based in Dubai.</p> Purpose of the role <p>To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.</p> Accountabilities <ul> <li>Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li> <li>Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li> <li>Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li> <li>Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li> <li>Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li> <li>Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li> <li>Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li> <li>Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li> </ul> Vice President Expectations <ul> <li>To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and elevate breaches of policies/procedures </li> <li>If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements </li> <li>If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others </li> <li>OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions </li> <li>Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li> <li>Manage and mitigate risks through assessment, in support of the control and governance agenda.</li> <li>Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li> <li>Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li> <li>Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li> <li>Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li> <li>Adopt and include the outcomes of extensive research in problem solving processes.</li> <li>Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li> </ul> <p>All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.</p><img src="https://www.jobg8.com/Tracking.aspx?GNl9oJpztr8CBPy9%2f30wT48QSKZRhDiIk" width="0" height="0" />

Private Banker - Abu Dhabi

Sturgis Bank & Trust Company

<div><div><b>Summary</b>:</div><div>
The Personal Banker provides exceptional client service, promptly and efficiently processing client transactions and promoting positive public relations. Serves as an advocate for the bank by promoting the bank&rsquo;s products and services and by generating leads and referrals. The Personal Banker plays a key role in providing retail banking products and services to new and existing clients and developing new business opportunities.</div><div></div><div><b><br>
Key Responsibilities:</b><br>
<b> </b><i>Client Service:</i></div><ul><li>
Creates a positive client experience through a warm and welcoming environment that encourages client relationship building. Maintains client confidentiality. Enhances client interactions, creating a more individualized tailored experience.</li><li>
Provides prompt, efficient, and accurate service processing client transactions while upholding a courteous and professional manner in person and over the phone.</li><li>
Builds relationships with current and new clients. Anticipates the unique financial needs each client faces throughout their life experiences. Utilizes open ended question to uncover client needs and offer appropriate products and services. Connects clients to additional departments as appropriate.</li><li>
Educates and demonstrates existing, new, or enhanced products to improve a client&rsquo;s banking experience.</li><li>
Understands and implements security protocols to protect the client, staff, and institution.</li></ul><div><i>
Transactional Activity:</i></div><ul><li>
Process clients&rsquo; deposits, withdrawals, loan payments, cashing of checks, and internal transfers. Examines checks for endorsement and negotiability. May assist with more involved transactions such as loan and cash advances, cashier&rsquo;s checks, and wire transfers.</li><li>
Demonstrates efficient and accurate cash handling skills. Understands and follows dual control procedures as required.</li><li>
Mitigates fraud through utilization of knowledge of the client and the client&rsquo;s typical transactional activity. Additionally following Security policies and procedures.</li><li>
Assist clients with account maintenance including address changes, travel notifications, disputes, stop payments, and check holds.</li><li>
Balances each day&rsquo;s transactions and verifies drawer cash totals. Review work, report offages to the Personal Banker Supervisor, and work with banking team to resolve offages.</li><li>
Adhere to and comply with all bank policies and procedures, in addition to Federal and State regulations.</li></ul><div><i>
Miscellaneous Responsibilities</i>:</div><ul><li>
Attends weekly Frontline Meetings. Implements new practices, procedures, and insights into daily operations. Attends any branch meetings called by the Personal Banker Supervisor or Branch Manager.</li><li>
May be requested to assist at other branches due to business need.</li><li>
Supports Personal Banking team by collecting client information for the opening of new accounts. May assist with the opening of new accounts.</li><li>
Other tasks as assigned.</li></ul><div></div><div><b><br>
Supervisory Responsibilities -</b></div><div>
None</div><div></div><div><b><br>
Qualifications</b></div><br>
<div></div><ul><li>
Ability to work with public. Prior Client Service experience preferred.</li></ul><br>
<div></div><ul><li>
Cash handling experience preferred.</li></ul><br>
<div></div><ul><li>
Knowledge and ability to communicate effectively with the Team, internal Business Partners, and potential and existing customers. Must have the ability to understand and work from oral and written instructions.</li></ul><br>
<div></div><ul><li>
Must have the ability to perform basic math skills and to calculate simple to complex transactions.</li></ul><br>
<div></div><ul><li>
Must have ability to remain calm and professional during peak periods of activity and manage multiple tasks simultaneously. This job requires employee to prioritize/organize work, and applies common sense, as well as proofread and edits documents for accuracy. Employee must have the knowledge and ability to troubleshoot and develop solutions to customer problems in a timely manner.</li></ul><br>
<div></div><ul><li>
Must be able to use office equipment. This includes computers, phones, fax machine, scanners, printers, etc.</li></ul><div></div><div><b><br>
Education and/or Experience</b></div><div>
High School Diploma or equivalent or is working towards obtaining a High School Diploma or GED.</div><div></div><div><b><br>
Certificates, Licenses, Registrations</b></div><div>
Not applicable.</div><div></div><div><b><br>
Work Environment:</b></div><div>
Employee may experience sustained moderate/high periods of activity with multiple tasks being performed. They may experience communication with a variety of internal and external sources under favorable and unfavorable conditions. Noise level in the work environment is usually minimal.</div></div><p></p>

Personal Banker I

D.L. Evans Bank

<div><h2 class="jobSectionHeader"><b>Job Description</b></h2><p>
The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member of the branch team as the initial sales and service contact for new and existing customers. The Personal Banker recognizes complex product and financial services opportunities as well as refers to Investment Services, the Residential Mortgage Lending Department, and commercial banking to help customers achieve their financial goals and the team to achieve business goals. He or she serves as a backup-teller and performs a variety of functions in paying and receiving as well as serving as a backup-loan assistant performing a variety of functions in preparing and filing documents, tracking insurance, maintaining loans as needed, and reviewing loan applications to verify completeness.</p><p><b>
Qualifications</b></p><ul><li>
Must be at least 18 years old</li><li>
High school diploma or GED required</li><li>
Customer service experience, including cash handling, required</li><li>
Banking experience preferred</li><li>
Knowledge of bank operations, policies, and procedures preferred</li><li>
Able to operate related computer applications and business equipment, including adding machine, typewriter, copy machine, coin and money counting machines, telephone, scanner, and branch capture machine</li><li>
Professional appearance, dress, and attitude</li></ul><p><b><br>
Responsibilities</b></p><ul><li>
Represents the Bank in a courteous and professional manner</li><li>
Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly</li><li>
Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area</li><li>
Ensures that customers' requests and questions are promptly resolved</li><li>
Maintains privacy of customer account information</li><li>
Directs calls to appropriate person/department as necessary and records and relays messages as appropriate</li><li>
Performs file maintenance and account changes as needed, such as address changes, etc., and stays up to date on pending documentation, such as verifying accounts opened by other branch personnel</li><li>
Presents and explains Bank services and products to customers and assists in meeting their financial needs</li><li>
Opens and closes accounts by obtaining information from the customer and entering into the computer system</li><li>
Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests</li><li>
Operates teller terminal, processes assigned cash and transactions, and balances at end of day</li><li>
Seeks opportunities to refer products and services for increased business to the Bank</li><li>
Enters loan information into automated software approval systems</li><li>
Assists in servicing loans by processing such items as payments, payoffs, problem loan workout arrangements, loan draws, address changes, payment extensions, collateral releases, and payment due date changes</li><li>
Advises customers of loan approval or denial and explains loan denials precisely and clearly to customers</li><li>
Coordinates and processes loan closings and ensures loan documents are explained and acknowledged with customers and all disclosures are provided</li><li>
Helps other area personnel as required</li><li>
Keeps management informed of area activities and any significant problems or concerns</li><li>
Completes special projects as assigned</li></ul><h2 class="jobSectionHeader"><b>
Company Description</b></h2><p>
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!<br>
<br>
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.</p><h2 class="jobSectionHeader"><b>
Benefits</b></h2><ul><li>
Medical Insurance</li><li>
Dental Insurance</li><li>
Vision Insurance</li><li>
FSA</li><li>
401(k)</li><li>
Employee Stock Ownership Plan</li><li>
Paid Vacation</li><li>
Sick Time</li><li>
Life Insurance</li><li>
Long-term Disability Insurance</li></ul></div>

Personal Banker

First Bank

<p></p><div><div><b>SUMMARY:</b></div><div>
The position of Personal Banker I is responsible for ensuring the customer&rsquo;s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer&rsquo;s immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. <b>This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent.</b></div><div></div><div><b><br>
ESSENTIAL FUNCTIONS:</b></div><ul><li>
Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience.</li><li>
Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%).</li><li>
Opens all types of personal and business accounts and prepare related documentation (25%).</li><li>
Inputs and closes personal loan applications including DDA lines of credit and credit card applications.</li><li>
Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to:<ul><li>
Deposit accounts</li><li>
Debit and Credit cards</li><li>
Safe deposit boxes</li><li>
Official checks</li><li>
Any other bank product or service</li></ul></li><li>
Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process.</li><li>
Be familiar with all security procedures of Branch, including opening &amp; closing, personnel safety, and Bank procedures.</li><li>
Interfaces with customers via telephone or in person.</li><li>
Must be able to support multiple branch locations as needed.</li><li>
Exhibits effective communication</li></ul><div>
Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience.</div><ul><li>
Achieves activity and growth goals as well as customer satisfaction objectives.</li><li>
Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals.</li><li>
Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results.</li><li>
Have an understanding and apply basic sales skills and product knowledge including deposit and loan products.</li><li>
Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses.</li><li>
Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes.</li><li>
Inputs and follows through with loan applications following operational and regulatory requirements.</li><li>
100% adherence to branch&rsquo;s internal policies and procedures to ensure 100% pass rates of internal audits.</li><li>
Completes annual compliance courses.</li><li>
Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.</li><li>
Adheres to all levels of our Service Excellence standards.</li><li>
Performs other duties as required.</li></ul><div><b>
GENERAL QUALIFICATIONS</b><b>:</b></div><div><b>
Knowledge &amp; Experience</b>: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines.</div><br>
<div></div><ul><li>
High school diploma or general education degree (GED); or the equivalent combination of education and experience.</li><li>
Work related experience could consist of reception or secretarial duties in a business environment.</li><li>
Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.</li><li>
Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures.</li><li>
Excellent organizational and time management skills &ndash; ability to work with minimal supervision.</li><li>
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs.</li><li>
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel.</li></ul><div></div><div><b><br>
Physical Demands/Work Environment: </b>Vision, hearing, speech, dexterity, visual concentration. A valid driver&rsquo;s license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment.</div><div></div><div><b><br>
Cognitive Requirements:</b> Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations&rsquo; environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations&rsquo; situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary.</div><div></div><div><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div></div><p></p>

United States Citigroup

<p>The Private Bank UAE Team Head manages a team of senior professionals targeting Ultra High Net Worth Individuals in the <span>UAE market. This role is responsible for driving business growth, managing a team of bankers, delivery of solutions to our clients in collaboration with our global product teams and functions. The job requires thorough understanding of the strategic direction of the function within the business, combined with a solid conceptual/practical grounding in both the function and/ or area of expertise, and in-depth knowledge of the industry and direct competitors' products/services to contribute to the commercial objectives of the business. Requires Excellent communication skills to influence a wide range of audiences and stakeholders. Develops medium- to long-term plans and executes functional strategies for the market under management, requiring coordination and integration across units.<br> <br> <b> <u>Responsibilities:</u> </b> <br> </span> <b>Business Development and Growth</b> </p> <ul> <li>Growing the existing client business. Thorough knowledge of the relevant market is critical and a track record evidencing the ability to grow such business through a focused and high-quality team.</li> <li>Set overall vision and direction for the business, including a market segmentation strategy and a talent strategy. </li> <li>Driving revenue and responsible for the entire team s revenue goals. Collaborates with stakeholders to achieve overall team revenues and growth objectives, drive initiatives to improve the team s day-to-day.</li> <li>The candidate will require a proven track record in working with Investments products and strategies suitable for UHNW individuals.</li> <li>Close interaction with other Citi franchises with the goal of developing mutually beneficial business and client relationships.</li> </ul> <p> <b>Client Relationship Management </b> </p> <ul> <li>Proven track record with sales management, and in-depth understanding of clients  businesses and sources of wealth generation.</li> <li>Help clients achieve broad financial &amp; investment goals related to the creation, management, and transfer of wealth.</li> <li>Develop tailored solutions that address clients' unique investment, risk management, and financing/ liquidity needs.</li> <li>Ensure clients are presented with seamless execution of internal processes and Citi services.</li> </ul> <p> <b>Team Leadership</b> </p> <ul> <li>Coach and guide team members and help them develop and share sales ideas across their and the wider team.</li> <li>Help team members in executing their account plans by providing guidance and support on specific deals and clients.</li> <li>Identify and attract top banker talent across the industry to join the team</li> <li>Provide ongoing feedback to team members on their performance as well as the formal mid-year &amp; year-end reviews.</li> <li>Plan and prioritize daily, weekly, and monthly activities to maximize revenue growth and client satisfaction.</li> <li>Establish a referral network and gain introductions to potential clients which generate new sales.</li> <li>Establish a collaborative culture in the team and always partner with colleagues across the Citigroup network to leverage capabilities and share expertise.</li> <li>Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships with the firm.</li> </ul> <p> <b>Regulatory compliance &amp; risk management</b> </p> <ul> <li>Ensures the team adheres to all regulatory requirements and internal policies and compliance frameworks. Manage reputational and operational risks by overseeing adherence to the banks  risk management guidelines, identifying, and working on specific queries related to the team s clients.</li> <li>Monitor market trends and changes in regulation, partners with functional teams to secure implementation. Develop strong relationships and partners with support functions across the Citi Private Bank to maintain control, find solutions and resolve issues.</li> <li>Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets. Applies sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.</li> </ul> <p> <b> <u>Qualifications:</u> </b> </p> <ul> <li>Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship management.</li> </ul> <p> <b> <u>Education:</u> </b> </p> <ul> <li>Bachelor's/University degree, Master's degree preferred.</li> </ul> <p> </p> <p><br></p>

Private Bank UAE Team Head

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