private banker

JPMorganChase

<div>JOB DESCRIPTION 
International Private Bank, United Arab Emirates, Private Banker, Executive Director
This is an exciting opportunity for you to join a dynamic, diverse team within the UAE market of J.P Morgan&rsquo;s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
Job Summary
As a Banker in J.P. Morgan's Private Banking business, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.
Job responsibilities<ul>
<li>Prospect and acquire new clients from within the United Arab Emirates.
</li><li>Be responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate.</li>
<li>Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients.</li>
<li>Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies.</li>
<li>Build trust with clients and effectively manage relationships.</li>
<li>Ensure that the proposed products and services maximize the clients' needs, goals and objectives</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Significant experience in Private Banking working with UHNW individuals and families.</li>
<li>Previous business development experience.</li>
<li>Achievement oriented, focused on exceeding business goals with sufficient attention to detail.</li>
<li>Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.</li>
<li>Excellent communication skills, both written and oral.</li>
<li>Strong relationship management and team building skills; views team concept as critical to mode.</li>
<li>Emirati male nationals must have completed or have no obligatory military service obligations.</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>
Employer Description
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Organization Description
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
ABOUT US 
 
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 
<div>
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. 
</div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

International Private Bank, United Arab Emirates, Private Banker, Executive Director

<div>JOB DESCRIPTION 
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase&rsquo;s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities<ul>
<li>Shares the value of Chase Private Client with clients that may be eligible</li>
<li>Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs</li>
<li>Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs</li>
<li>Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week</li>
<li>Adheres to policies, procedures, and regulatory banking requirements</li></ul>
Required qualifications, capabilities, and skills<ul>
<li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li>
<li>1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation</li>
<li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role</li>
<li>Compliance with Dodd Frank/Truth in Lending Act*</li>
<li>High school degree, GED, or foreign equivalent</li>
<li>Adherence to policies, procedures, and regulatory banking requirements</li>
<li>Ability to work branch hours, including weekends and some evenings
</li></ul>Preferred qualifications, capabilities, and skills<ul>
<li>Excellent communication skills</li>
<li>College degree or military equivalent</li>
<li>Experience cultivating relationships with affluent clients</li>
<li>Strong team orientation with a commitment of long-term career with the firm</li></ul>
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
ABOUT US 
Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div> 
 
</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Private Client Banker - Broadway & 96th - New York, NY

Oklahoma Educators Credit Union

OKLAHOMA EDUCATORS CREDIT UNIONPosition: Universal Banker, MooreOklahoma Educators Credit Union is accepting resumes for a Universal Banker at our Moore location. As a Universal Banker your duties will include:ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to:<ul><li>Responding to and assisting members with inquiries and problem resolution</li><li>Establishing member relationships through courteous and friendly service</li><li>Identifying Member needs and referring financial products and services</li><li>Contributing to a positive, professional team environment</li><li>Working within established policies, procedures, and guidelines</li><li>Opening new accounts for Members</li><li>Helping with consumer loans</li></ul>QUALIFICATION REQUIREMENTS:To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.EDUCATION AND EXPERIENCE:<ul><li>High School diploma or General Education Degree (GED)</li><li>One or more years of experience in sales, retail or banking environment; including sales management, customer experience and relationship management preferred</li></ul>KNOWLEDGE, SKILLS AND ABILITIES:<ul><li>Can work effectively as a team member</li><li>Strong customer service skills</li><li>Great attention-to-detail</li><li>Strong time management skills</li><li>Professional and positive attitude</li><li>Consistently work hours as scheduled</li></ul>PHYSICAL DEMANDS: The items described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>Regularly required to talk and hear.</li><li>Frequently required to sit and use hands, occasionally required to stand and walk.</li><li>Occasionally lift and/or move up to 50 pounds.</li></ul>WORK ENVIRONMENT:<ul><li>Traditional office environment with branches active in a transaction setting.</li><li>The noise level is typically moderate.</li></ul>The information in this description is indicative to the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. This job description may be subject to change at any time and is not a complete list of duties. Other duties can be assigned as needed.Job Type: Full-timePay: $14.00 - $16.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: In person

Universal Banker

Sunflower Bank

<div>At Sunflower Bank, N.A., we&rsquo;re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it&rsquo;s what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com.
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Trinity, TX branch!
This position works 40 hours per week.
Customer Service experience is a MUST
Cash Handling experience is a MUST
Banking experience is a plus but not required- WILL TRAIN!
Excellent Benefits, PTO, Incentive Pay, and company perks!
Description:
The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition to performing a variety of tasks associated with processing customer transactions and requests, the Universal Banker will develop new business opportunities with current and potential customers.
If you are dedicated to providing exceptional customer service, detailed-oriented, possess good computer skills, this is the job for you!
Responsibilities:<ul><li>
Perform full service banking with a primary focus on service and sales to new and existing customers within the branch.</li><li>
Perform teller duties including cash transactions, open or update accounts, and provide information on other products and services.</li><li>
Ability to focus on and fulfill customer needs to maximize the customer experience on the phone and during branch visits.</li><li>
Meets/exceeds sales and referral goals and meets/exceeds individual and branch targets.</li><li>
Provide information to customers regarding promotions, contests, and new account options.</li></ul>
Education / Experience Preferred:<ul><li>
High School Diploma or equivalent.</li><li>
An equivalent combination of education and experienced may meet qualifications.</li></ul>
Pay is dependent on knowledge, skills, abilities, experience and location.
Working Conditions
The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.
Sunflower Bank Benefits
People choose to &ldquo;bank&rdquo; with us, but for those we serve, we&rsquo;re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team.
Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:<ul><li>
Rooted in Strength</li><li>
Propelled by Growth</li><li>
Individuals in a Great Whole</li><li>
Creating Possibility</li><li>
Community Focused</li></ul>
Associates enjoy outstanding benefits, including:<ul><li>
401(k) Plan with 6% Match</li><li>
Health/Dental/Vision Insurance</li><li>
Company-paid Life Insurance</li><li>
Tuition Reimbursement</li><li>
Fitness Reimbursement</li><li>
Paid Time Off</li><li>
Volunteer Leave</li><li>
Paid Holidays</li><li>
Plus many more associate perks &amp; incentives!</li></ul>
If you qualify, apply online at www.sunflowerbank.com/careers.
You&rsquo;ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.</div>

City National Bank & Trust

<div><div>City National Bank and Trust</div><div>
Job Description: Personal Banker</div><div>
Department: Retail</div><div><div>
Status: Full time</div><div>
Equal Opportunity Employer</div></div><div></div><div> 
Description: The Personal Banker is the entry-level role in City National Bank's personal banking career path. This role focuses on developing foundational knowledge and skills for personal banking while delivering exceptional customer service in alignment with our core values of Integrity, Teamwork, and WOW Customer Experience. During the Entry Level period, Personal Bankers undergo training and development, with specific performance requirements to transition to full Personal Banker status. Personal Bankers are responsible for growing the customer base, meeting sales goals, and fostering positive experiences for all who engage with City National Bank.</div><div></div><div> 
Responsibilities:</div><ul><li>
Successfully complete the Personal Banker Training Checklist, including all assigned learning modules and skill assessments.</li><li>
Develop and expand customer growth through daily prospecting and follow-up activities.</li><li>
Provide WOW customer experiences in all interactions, maintaining standard operating procedures and compliance with all bank policies.</li><li>
Effectively cross-sell and market bank products and services to customers and prospects.</li><li>
Protect customer confidentiality and privacy while practicing branch security procedures.</li><li>
Participate in daily branch operations, gaining proficiency in various areas of personal banking.</li><li>
Actively log customer interactions and follow-ups into Synapsys with detailed notes.</li><li>
Embody CNB&rsquo;s values by prioritizing Integrity, fostering Teamwork, and creating WOW moments for customers and colleagues.</li></ul><div></div><div> 
Qualifications:</div><ul><li>
Required: One year of previous related experience in sales, customer service, cash handling, bank or financial service provider or college hours. Military experience considered, veterans welcomed, bilingual is a plus.</li><li>
Proficiency with Microsoft products, general computer skills, and basic math skills.</li><li>
Ability to work flexible or extended hours with consistent attendance and punctuality.</li><li>
Strong customer service focus with effective problem-solving skills and the ability to maintain composure under pressure.</li><li>
Self-motivated, goal-oriented, and a team player with strong interpersonal and sales aptitude.</li></ul><div></div><div> 
Education and Experience:</div><ul><li>
High School diploma or equivalent</li><li>
Demonstrate alignment with City National Bank&rsquo;s values and vision.</li></ul><div></div><div> 
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</div> 
<div></div><ul><li>
Constant use of computer screens with the ability to operate a computer keyboard, use hands to finger, handle or feel, reach with hands and arms, and talk, see, or hear.</li><li>
Ability to lift/carry no more than 20lbs.</li><li>
Ability to stand for the majority of the assigned work schedule.</li><li>
Clear verbal communication and close vision with the ability to adjust focus.</li></ul><div></div> 
Other Duties: This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities. Duties, responsibilities, and activities may change at any time with or without notice.</div>

Personal Banker

Century Savings Bank

<div>Position Summary
Under the general supervision of the assigned manager, the Universal Banker position is a position that performs both Teller and Platform duties. The responsibilities may vary day to day based on the work that needs to be done in the branch that day. Responsibilities include responding to customers' needs by processing a variety of financial transactions including but not limited to cross selling, tele-consulting, developing business relationships, servicing accounts, check cashing, withdrawals, deposits, and loan payments and/or greeting customers. The Universal Banker may also research and resolve account issues or customer inquiries, promotes organizational products and services by referring current or prospective customers to other departments within the organization. The Universal Banker follows the established policies and procedures for this area, in accordance with the bank and supervisor's direction. This position includes but is not limited to the following responsibilities:
Role and Responsibilities
Manages a cash drawer on a daily basis, balancing all monies in cash drawers at the end of shifts. Evaluates transactions and checks to verify endorsements, dates, identification of persons receiving payments, bank names, and overall legality of the documents. Transactions are completed accurately and courteously while adhering to operational procedures, referring questions to supervisor as needed.
Promptly and cordially greets individuals as they enter the branch, promoting strong customer and client interactions and building relationships, participating in cross-selling, and offering new products and features in accordance with our Customer Service Standards of Excellence.
Places applicable holds on accounts, ensuring immediate supervisory review.
Provides access to safe deposit boxes.
Demonstrates positive risk management decisions (including displaying a strong knowledge of guidelines for fraud prevention and robbery) while maintaining a work area that ensures the safety of all negotiable and confidential records.
Reports any suspicious activity and performs all daily functions as outlined in the Bank Secrecy Act and Anti-Money Laundering rules and regulations, observing economic sanctions by prohibiting transactions as specified by the Office of Foreign Asset Control (OFAC), following the bank's customer identification program (CIP) rules, observing all Bank policies and procedures relating to BSA, OFAC, CIP, and related acts, and participation in ongoing related training.
Performs ATM/coin machine settlement and customer assistance.
Supplements general platform service responsibilities as required.
Coordinates specific work tasks with other personnel within the office as well as with other departments in order to ensure the smooth and efficient flow of information.
Answers customer inquiries (both in-person and via telephone) about account types and banking products, such as CD's, money market accounts, and debit cards.
Researches and resolves customer problems, acting as the customer liaison between other bank departments as necessary.
Assists in creating Customer Identification File (CIF) records.
Ensures operational and financial safety and soundness.
Displays a spirit of teamwork and dedication to the goals and objectives of the bank.
Performs other related duties as assigned. 
See attached job description for additional detail.</div>

Universal Banker I

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4135 private banker jobs Near Me

International Private Bank, United Arab Emirates, Private Banker, Executive Director

Private Client Banker - Broadway & 96th - New York, NY

Universal Banker

Universal Banker

Personal Banker

Universal Banker I

Personal Banker