private banker

Barclays

<div><p>Join us as a Private Banker within either our Levant or GCC/Arab Emirati market teams, where you will work as part of our wider 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>
Manage and grow a portfolio of HNW/UHNW clients within the Levant or GCC/Arab Emirati 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 within the Levant or GCC/Arab Emirati market, with a client base of over USD300m</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></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 – Levant or GCC/Arab Emirati

Citi

<p></p><div><p>By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.</p><p></p><p><b>
What you&rsquo;ll do</b></p><p></p><p>
The Citigold Relationship Banker requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based.</p><p></p><p>
You are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.</p><ul><li>
Client Account Management</li><li>
Review CitiGold (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.</li><li>
Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs.</li><li>
Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration</li><li>
Ensure coverage of all relationships through customer engagements, risk profiling and</li><li>
financial planning.</li><li>
Organize CG customer events to enhance customer bonding.</li><li>
Acquire new CitiGold customers through converting referral leads.</li><li>
Compliance, Risk &amp; Controls</li><li>
Ensure that KYC/AML and other compliance norms are strictly adhered to.</li><li>
Fulfilling the clients&rsquo; necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency</li></ul><p></p><p><b>
What we&rsquo;ll need from you</b></p><ul><li>
Ideally 7 years+ within this space</li><li>
Previous relevant experience preferred</li><li>
Ability to manage relationships both internal and external; Ability to prioritize</li><li>
Mandatory certifications as required for selling financial products</li></ul><p></p><p>
By joining Citi Dubai, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well.</p><p></p><p>
Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.</p><p></p><p><b>
Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.</b></p><p>
-</p><p><b>
Job Family Group:
</b></p>Private Client Coverage<p>
-</p><p><b>
Job Family:</b></p>
Relationship Banker<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Citigold Private Client - Relationship Banker

1st Security Bank

<p></p><div><h2 class="jobSectionHeader"><b>A GREAT PLACE TO WORK AND BANK</b></h2>
<p>
Join our team! 1st Security Bank team members deliver service that &quot;WOWs&quot; each other and our customers. We value relationships, teamwork, community, and professional growth in a safe, friendly, and progressive workplace. We celebrate diversity and support equality for all. If you share these core values and are committed to career excellence, let us help you reach your dreams!</p>
<p>
If you are the type of individual that would enjoy working at one of the <b>Puget Sound's Best Places to Work for 9 years in a row</b> and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you. 1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm.</p>
<h3 class="jobSectionHeader"><b>
POSITION SUMMARY</b></h3>
<p>
A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and is actively engaged in outside business development. This position has primary responsibility for sales and service delivery. The position requires exceptional customer service and problem-solving skills. The Personal Banker position actively participates in sales efforts and campaigns and customer service opportunities. Business development is also a primary focus and the Personal Banker must be able to manage time proficiently, make calls and maintain an active business pipeline.
</p><h3 class="jobSectionHeader"><b>ESSENTIAL DUTIES AND RESPONSIBILITIES </b><b>include the following:</b></h3>
<ul><li>Must adhere to the Core Values of 1st Security Bank and demonstrate dependability and reliability in all aspects of the position</li>
<li>Understands and promotes the Bank&rsquo;s Customer Service Protocols in daily branch operations</li>
<li>Self-starter that can work under minimal supervision</li>
<li>Ability to multitask and prioritize job responsibilities as required while maintaining organization</li>
<li>Excellent and professional oral and written communication skills and follow-up when corresponding with employees and customers</li>
<li>Ability to identify weaknesses in current bank processes to improve operational efficiency and the customer experience</li>
<li>Must know the features and benefits of 1st Security&rsquo;s products and services</li>
<li>Required to be fully knowledgeable and skilled in the areas of teller, vault and safe deposit box to support and back-up the team when needed</li>
<li>Appropriately uses open ended profiling questions during each customer interaction and recommends appropriate bank products and services</li>
<li>Demonstrates an excellent ability to &ldquo;ask for the business&rdquo; and to &ldquo;close the sale&rdquo;</li>
<li>Consistently documents appropriate customer information in a timely basis in Bank&rsquo; system of record</li>
<li>Opens new accounts for consumers and business customers in strict accordance with bank&rsquo;s policies and procedures, including, but not limited to the Customer Information Program (CIP) and Bank Secrecy Act (BSA)</li>
<li>Appropriately cross-sells additional bank&rsquo;s products and services
</li><li>Actively maintains a business development pipeline</li>
<li>Appropriately refers prospects to other bank partners (e.g. Home Lending, Community and Business Banking, Commercial)</li>
<li>Participates in the bank&rsquo;s Community Reinvestment Act (CRA) activities and community event sponsorship efforts</li>
<li>Researches and resolves customer complaints when necessary</li>
<li>Takes action to connect with customers in a way that promotes 1st Security Bank</li>
<li>Achieves monthly sales, profile and outbound call goals</li>
<li>May be called on to be the supervisor on the team in the absence of management</li>
<li>Takes responsibility for learning and growth opportunities using the Branch Development Plan</li>
<li>Participates in branch operational and audit activities as assigned</li>
<li>Follows appropriate steps to ensure branch security</li>
<li>Travels to assigned 1st Security Bank locations as business needs require</li>
<li>Supports management decisions and goals in a positive, professional manner and always represents the bank with a high level of integrity</li>
<li>Performs other duties as assigned</li>
</ul><h3 class="jobSectionHeader"><b>BENEFITS AND PERKS</b></h3>
<ul><li>Full medical, dental, and vision coverage for individual or family plan.</li>
<li>Life insurance.</li>
<li>Long-term disability insurance.</li>
<li>401K matching program.</li>
<li>Paid sick and vacation time.</li>
</ul><h3 class="jobSectionHeader"><b>OUR CORE VALUES</b></h3>
<ul><li><b><i>Relationship Driven</i></b><i> - </i>we strive to &quot;WOW&quot; (surprise, excite and delight) each other and our customers.</li>
<li><b><i>Ethical</i></b><b> - </b>fair, honest and act with integrity.</li>
<li><b><i>Lead by Example</i></b><b> </b><i>- </i>maintain a positive attitude, show respect for others, and have some fun!</li>
<li><b><i>Accountable</i></b><b> </b>- we take our responsibilities seriously and we meet our commitments with urgency.</li>
<li><b><i>Team Player</i></b> - dependable, enthusiastic contributor to team success and to the greater good of the bank.</li>
<li><b><i>Embrace Dreams</i></b> - we encourage each other to reach for our dreams.</li>
<li><b><i>Diversity</i></b> - we celebrate diversity and support equality for all.</li>
<li><b><i>Community Oriented</i></b> - we actively support our communities and the Bank's CRA initiatives.</li>
<li><b><i>Open and Honest Communication</i></b><b> </b>- always professional, responsive, and timely.</li>
</ul><h3 class="jobSectionHeader"><b>EDUCATION and/or EXPERIENCE</b></h3>
<ul> <li>High school diploma or equivalent and at least two years experience in a sales role within a financial institution</li>
<li>Basic Knowledge of all applicable Regulations that pertain to this position is required</li>
<li>Knowledge of the Bank Secrecy Act and Anti-Money Laundering policies, procedures and related programs</li>
<li>Must be bondable</li>
</ul><h3 class="jobSectionHeader"><b>COMPUTER SKILLS</b></h3>
<p>
To perform this job successfully, an individual should be proficient in Microsoft Office Products and other Database software.</p>
<h3 class="jobSectionHeader"><b>
PHYSICAL DEMANDS AND WORK ENVIRONMENT</b></h3>
<p>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p>
<p>
 The employee will operate in a general office environment, using office equipment such as a phone, computer, adding machine and currency/coin counters</p>
<ul>
<li>The employee must be able to stand for extended periods of time and bend, reach and squat occasionally when accessing safety deposit boxes, storage or supplies</li>
<li>As part of the daily work demands, occasional lifting and moving of objects up to 25 pounds is required</li>
<li>The noise level in the work environment is usually quiet to moderate, as compared to a private office, with light foot traffic and office equipment. The employee must be willing and able to interact frequently with the general public</li></ul><p></p><p><br>
Equal Opportunity Employer<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</p></div>

Personal Banker

KeyBank

<div><p><b>Location:
</b></p>9250 E Arapahoe Road - Greenwood Village, Colorado 80112
<p></p><p><b>Job Summary
</b><br>
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions to build relationships, uncover opportunities and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive calling efforts. FWCs will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. 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.<br>
<br>
<br>
<br>
<br>
<b>Responsibilities
</b></p><ul><li>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.
</li><li>Listen for clues for financial wellness opportunities during client conversations, both impromptu and through appointment setting, and provide effective and customized financial wellness recommendations to clients.
</li><li>Consistently attains individual activity, behavior, and outcome expectations.
</li><li>Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
</li><li>Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
</li><li>Developing strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
</li><li>Ensuring compliance with operational, security and audit procedures and policies including appropriate documentation of client interactions.
</li><li>Participate in and occasionally facilitate morning huddles and end of day debriefs
</li><li>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
</li>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&rsquo;s clients and Key.<br>
<li>
</li></ul><p><br>
<b>Education Qualifications
</b></p>High School Diploma , GED or equivalent experience (required)<br>
<ul><li>
</li></ul><p><br>
<b>Experience Qualifications
</b></p><ul><li>Minimum of 1 year experience in developing current and new customer relationships, achieving sales goals and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking (required)
</li><li>Experienced in cash handling (required)
</li><li>General understanding of PC with Windows based applications and calculator (required)
</li><li>Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
</li><li>Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting, and networking. (required)
</li>Understanding of consumer credit - including loan to value, debt to income and credit reports (preferred)<br>
<li>
</li></ul><p><br>
<b>Licenses and Certifications
</b></p>Notary License (preferred)<br>
<ul><li>
</li></ul><p><br>
<b>Tactical Skills
</b></p><ul><li>Is knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with customers and transactions
</li><li>Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients&rsquo; financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
</li><li>Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online and Telephone Banking)
</li><li>Strong work ethic and high level of integrity
</li>Excellent Time management skills<br>
<li>
</li></ul><p><br>
<b>Personal Skills
</b></p><ul><li>Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
</li><li>Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
</li><li>Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
</li><li>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
</li>Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one&rsquo;s own EI maturity<br>
<li>
</li></ul><p><br>
<b>Practical Skills
</b></p><ul><li>Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
</li><li>Oral &amp; Written Communication: Possesses the ability to adapt listening and facilitation style to others&rsquo; communication styles and uses various approaches appropriately and effectively
</li><li>Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
</li><li>Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
</li>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<br>
<li>
</li></ul><p><br>
<b>Core Competencies
</b></p>All KeyBank employees are expected to demonstrate Key&rsquo;s Values and sustain proficiency in identified Leadership Competencies.<br>
<ul><li>
</li></ul><p><br>
<b>Physical Demands
</b></p>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 &ndash; 10 lbs., occasional lifting of up to 30 lbs.<br>
<ul><li>
</li></ul><p><br>
<b>Driving Requirements
</b></p><ul><li>Ability to occasionally operate a motor vehicle with a valid driver's license.
</li></ul><p></p><p>COMPENSATION AND BENEFITS
</p><p>This position is eligible to earn a base hourly rate in the range of $23 to $28 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.</p><p></p><p><br>
</p><p></p>Job Posting Expiration Date: 11/14/2025&amp;#xa;&amp;#xa;KeyCorp is an Equal Opportunity Employer committed to 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.
<p></p><p>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 HR_Compliance@keybank.com.</p></div>

Financial Wellness Banker

PNC Financial Services Group

Job Profile
<br><br>
Position Overview
<br>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 Banking organization, you will be based in Greenville, South Carolina.
<br><br>
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
<br><br>
Job Description
<br>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.
<br>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.
<br>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.
<br>Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
<br>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.
<br><br>
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
<br>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.
<br>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.
<br><br>
To learn more about this opportunity, please watch this video .
<br><br>
Qualifications
<br><br>
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.
<br><br>
Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales
<br><br>
Competencies Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs
<br><br>
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.
<br><br>
Education No Degree
<br><br>
Certifications No Required Certification(s)
<br><br>
Licenses Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
<br><br>
Benefits
<br>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.
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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.
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To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards .
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Disability Accommodations Statement
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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.
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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.
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Equal Employment Opportunity (EEO)
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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.
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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.
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California Residents
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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.

EFG International

<div><p><b>Our Company
</b></p><p>EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice.
</p><p>EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
</p><p><b>Our Purpose and Mission
</b></p><p>Empowering entrepreneurial minds to create value &ndash; today and for the future.
</p><p>We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
</p><p><b>Role
</b></p><p>The role bridges business needs with regulatory standards and serves as a key support to the Head of Private Banking Support (HoPBS) and the Head of Private Banking (HoPB) Dubai, ensuring the smooth execution of regulatory, compliance, and operational processes for Private Banking activities in the region.
</p><p><b>Main responsibilities
</b></p><ul><li>Approve the periodic relationship, business introducer and CIP modifications.
</li><li>Assess and approve new accounts in accordance with the authority delegated by HoPB and ensure sufficient oversight in the area.
</li><li>Keep track of the timely completion of pending items (follow-ups) and remediation of issues related to client lifecycle activities.
</li><li>Assure quality and timeliness of the activities performed by the frontline such as the content of Client Information Profiles (CIP), account documentations and periodic relationship reviews.
</li><li>Actively identify, manage, and mitigate risks arising from business operations including but not limited to AML/KYC risk, cross border, and suitability.
</li><li>Assist HoPBS in performing ex-ante controls on Private Banking activities and supporting the enhancement of the control framework
</li><li>Oversight and approval of KYC life-cycle events (review, comment, and approval of Client Information Profiles for account openings, periodic reviews, updates)
</li><li>Approval of transfers (funds, cash, securities) and overrides, including sanctions related transactions
</li><li>Link between First and Second Line of Defense
</li><li>Various ad-hoc projects including trainings where PB management is involved.
</li><li>Contribute to further strengthen the process in collaboration with CROs, HoPB, Operations and the 2nd LoD to reduce relevant metrics on process duration and rework rate.
</li><li>Adopt and disseminate the use of the platforms and tools that have been or will be introduced, including but not limited to Banker's Front, MI Dashboards, new advisory tool, Price-Pro-Run, and eBanking. Act as a triage point for question and enhancement proposals.
</li></ul><p><b>Skills and Experience
</b></p><ul><li>Reliable and solution-oriented, strong team player
</li><li>Ability to work independently and set own agenda
</li><li>Excellent organizational, communication and interpersonal skills
</li><li>Strong analytical skills
</li><li>Experienced in the regulatory compliance business environment (3 to 5 years)
</li><li>Knowledge related to AML regulations and sanctions
</li><li>Fluent in English
</li><li>Excel literacy
</li></ul><p><b>Our Values
</b></p><ul><li><b>Accountability </b>: Taking ownership for tasks and challenges, as well as seeking continuous improvement
</li><li><b>Hands-on </b>: Being proactive to rapidly deliver high-quality results
</li><li><b>Passionate </b>: Being committed and striving for excellence
</li><li><b>Solution-driven </b>: Focusing on client outcomes and treating clients fairly with a risk-aware mindset
</li><li><b>Partnership-oriented </b>: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.</li></ul></div><br><div></div>

Private Banking Support Specialist Dubai

Commercial Bank of Dubai

<div><div><div><div><div>Description</div>
<div><div>Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.</div><div></div><div><br>
CBD has been recognized as the number one bank in the UAE on the Forbes list of The World&rsquo;s Best Banks 2022.</div><div></div><div><br>
As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers and delivering service that really goes the extra mile.</div><div></div><div><b><br>
Job Purpose:</b></div><div></div><div><br>
To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy</div><div></div><div><b><br>
Principal Accountabilities:</b></div><div><b>
&#65279;</b></div><div></div><div><b><br>
Planning:</b></div><div></div><div><br>
Devise and implement realistic annual business plan in aid of achieving annual financial targets</div><div></div><div><b><br>
Target achievement:</b></div><div></div><div><br>
Achieve assigned monthly sales and service targets.</div><div></div><div><b><br>
Client Service<br>
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<div>Provide the highest quality service by building, maintaining and growing relationships with clients.</div><div></div><div><br>
Meet and work with clients to evaluate their financial data and investment objectives in order to recommend &amp; implement the most appropriate investment strategy and understand each client&rsquo;s financial objectives and provide tailor made services.</div><div></div><div><br>
Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services.</div><div></div><div><b><br>
Reports:<br>
</b></div><div></div><br>
<div>Responsible to provide monthly client portfolio reports to management.</div><div></div><div><b><br>
Interdepartmental Coordination:</b></div><div>
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Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts.</div><div></div><div><br>
Ensure all departments coordinate in a timely manner providing excellent customer service to clients.</div><div></div><div><b><br>
Corporate Governance:</b></div><div></div><div><br>
Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained.</div><div></div><div><br>
Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds.</div><div></div><div><br>
Comply with Basel II framework for all retail banking operations</div><div></div><div><br>
Comply with Anti &ndash; Money laundering requirements</div><div></div><div><br>
Ensure that all investment recommendations are made in line with the banks prescribed investment approach</div></div>
</div></div><div><div><div>Requirements</div>
<div><div><b>Education and Experience:</b></div><div></div><div><br>
Bachelor&rsquo;s Degree in Economics or Finance or Business Management</div><div></div><div><br>
CISI / SCA qualification or equivalent</div><div></div><div><br>
10 &ndash; 12 years of experience in Retail banking with 5 years of exposure to Private Banking / Wealth Management in UAE.</div></div></div></div></div></div><p></p>

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