Private Banker jobs in Easton, PA
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Client Banker Phillipsburg, NJ
- JPMC Candidate Experience page
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Phillipsburg, NJ
FULL_TIME
-
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you’ll 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. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities- Share the value of Chase Private Client with clients that may be eligible
- Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
- Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Make 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
- Adhere to policies, procedures and regulatory banking requirements
Required Qualifications, Capabilities and Skills- Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
- Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation
- 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
- Compliance with Dodd Frank/Truth in Lending Act*
- High school degree, GED or foreign equivalent required
- Adherence to policies, procedures, and regulatory banking requirements
- Ability to work branch hours, including weekends and some evenings
Preferred Qualifications, Capabilities and Skills- Excellent communication skills
- College degree or military equivalent strongly preferred
- Experience cultivating relationships with affluent clients is strongly preferred
- Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending ActThis 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
- 25 Days Ago
Private Client Banker Phillipsburg, NJ
- JPMorgan Chase
-
Phillipsburg, NJ
FULL_TIME
- You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
- 28 Days Ago
Licensed Private Client Banker - Quakertown, PA
- KeyBank
-
Quakertown, PA
FULL_TIME
- Location:120 North West End Blvd - Quakertown, Pennsylvania 18951Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Clie...
- 23 Days Ago
Licensed Private Client Banker - Lehighton, PA
- KeyBank
-
Lehighton, PA
FULL_TIME
- Location:904 Blakeslee Boulevard Drive East - Lehighton, Pennsylvania 18235Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Pr...
- 25 Days Ago
Kennel Attendant
- Private Harmony Kennel
-
Phillipsburg, NJ
PART_TIME
- Job Overview: 2 days a week starting at 9am for 1-3 hours. Outside Work.We are seeking a dedicated and compassionate Kennel Assistant to join our team. As a Kennel Assistant, you will play a crucial r...
- 13 Days Ago
Personal banker
- PNC Financial Services Group, Inc.
-
Easton, PA
FULL_TIME
- Bilingual Personal Banker page is loaded Bilingual Personal Banker Apply locations PA - Easton (18045) time type Full time posted on Posted 3 Days Ago job requisition id R157675 Position Overview At P...
- 10 Days Ago
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0 Private Banker jobs found in Easton, PA area
Equipment Finance Operations Manager
- Peapack-Gladstone Bank
-
Bedminster, NJ
- Peapack-Gladstone Bank is a well-recognized, high-performing boutique bank; a leader in wealth, lending and deposit solu...
- 4/18/2024 12:00:00 AM
Investor Relations Manager
- Dlp Capital
-
Allentown, PA
- The Investor Relations Manager will lead sales efforts to drive new Capital Investments from prospects and existing Inve...
- 4/18/2024 12:00:00 AM
Investor Relations Manager
- DLP Capital
-
Allentown, PA
- The Investor Relations Manager will lead sales efforts to drive new Capital Investments from prospects and existing Inve...
- 4/17/2024 12:00:00 AM
Junior Energy Broker
- Liquidity Energy
-
New Hope, PA
- Job Description Job Description This is a full-time hybrid role for a Junior Energy Broker located in New Hope, PA, with...
- 4/17/2024 12:00:00 AM
Senior Premier Banker - Maple Glen Branch, PA
- WELLS FARGO BANK
-
Ambler, PA
- About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...
- 4/16/2024 12:00:00 AM
Commercial Loan Officer
- JCW
-
Bethlehem, PA
- JCW is partnering with a well established community bank based in New Jersey. They are seeking an experienced Commercial...
- 4/16/2024 12:00:00 AM
Teller Part Time Richland Mall
- WELLS FARGO BANK
-
Quakertown, PA
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/16/2024 12:00:00 AM
Internship: Financial Advisor
- Northwestern Mutual
-
Center Valley, PA
- Financial Representative Interns at Northwestern Mutual Lehigh Valley help their clients live more and worry less throug...
- 4/15/2024 12:00:00 AM
About Easton, Pennsylvania
Easton is a city in and the county seat of Northampton County, Pennsylvania, United States. The city's population was 26,800 as of the 2010 census. Easton is located at the confluence of the Delaware River and the Lehigh River, roughly 55 miles (89 km) north of Philadelphia and 70 miles (110 km) west of New York City.
Easton is the easternmost city in the Lehigh Valley, a region of 731 square miles (1,893 km2) that is home to more than 800,000 people. Together with Allentown and Bethlehem, the Valley embraces the Allentown-Bethlehem-Easton metropolitan area, including Lehigh, Northampton, an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$73,518 to $108,078
Easton, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Private Banker do?
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Private Banker in Albany, NY
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Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020