Private Banker jobs in Idaho Falls, ID

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)

D
Personal Banker
  • DL Evans Bank
  • Rigby, ID OTHER
  • Job Description

    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. 

    Qualifications

    • Must be at least 18 years old
    • High school diploma or GED required
    • Customer service experience, including cash handling, required
    • Banking experience preferred
    • Knowledge of bank operations, policies, and procedures preferred
    • 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
    • Professional appearance, dress, and attitude


    Responsibilities

    • Represents the Bank in a courteous and professional manner
    • Verifies transactions, monitors deposit amounts, examines documents for proper endorsement and negotiability, and detects and resolves discrepancies promptly
    • Maintains security of assigned work area, places cash in teller drawer, and locks all drawers when leaving work area
    • Ensures that customers' requests and questions are promptly resolved
    • Maintains privacy of customer account information
    • Directs calls to appropriate person/department as necessary and records and relays messages as appropriate
    • 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
    • Presents and explains Bank services and products to customers and assists in meeting their financial needs
    • Opens and closes accounts by obtaining information from the customer and entering into the computer system
    • Interviews, takes applications, gathers information, and processes preliminary documentation on loan requests
    • Operates teller teminal, processes assigned cash and transactions, and balances at end of day
    • Seeks opportunities to refer products and services for increased business to the Bank
    • Enters loan information into automated software approval systems
    • 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
    • Advises customers of loan approval or denial and explains loan denials precisely and clearly to customers
    • Coordinates and processes loan closings and ensures loan documents are explained and acknowledged with customers and all disclosures are provided
    • Helps other area personnel as required
    • Keeps management informed of area activities and any significant problems or concerns
    • Completes special projects as assigned


    Company Description

    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!

    D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.



    Benefits

    • Medical Insurance
    • Dental Insurance
    • Vision Insurance
    • FSA
    • 401(k)
    • Employee Stock Ownership Plan
    • Paid Vacation
    • Sick Time
    • Life Insurance
    • Long-term Disability Insurance


  • 23 Days Ago

B
Relationship banker
  • BMO
  • Jackson, WY FULL_TIME
  • Application Deadline : 04 / 07 / 2024 Address : 160 W. Pearl Ave. 160 W. Pearl Ave. Job Family Group : Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Ident...
  • Just Posted

B
Universal Banker
  • Bank of Idaho
  • Island Park, ID FULL_TIME
  • DescriptionPOSITION DESCRIPTION This position will rove between the Ashton and Island Park Branches based on business needs. Universal Banker is responsible for providing prompt, courteous, friendly s...
  • 1 Day Ago

W
Personal Banker
  • Wells Fargo
  • Jackson, WY FULL_TIME
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balanc...
  • 2 Days Ago

B
Universal Banker
  • Bank of Idaho
  • Ashton, ID FULL_TIME
  • DescriptionPOSITION DESCRIPTIONThis position will rove between the Ashton and Island Park Branches based on business needs. Universal Banker is responsible for providing prompt, courteous, friendly se...
  • 4 Days Ago

D
Personal Banker
  • DL Evans Bank
  • Rexburg, ID FULL_TIME
  • Job Description 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 o...
  • 8 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Private Banker jobs found in Idaho Falls, ID area

S
Screed Operator - Idaho Falls
  • Sunroc
  • Idaho Falls, ID
  • Overview: Are you looking for a job or are you looking for a career? We are currently accepting applications for our 202...
  • 3/29/2024 12:00:00 AM

S
Paving Prep Foreman - Idaho Falls
  • Sunroc
  • Idaho Falls, ID
  • Overview: Sunroc is a premier construction company that is proud to go beyond the industry standard of offering great jo...
  • 3/29/2024 12:00:00 AM

M
Admissions Clerk - Urgent Care - Westside
  • MOUNTAIN VIEW HOSPITAL LLC
  • Idaho Falls, ID
  • Job Details Level Entry Job Location Community Care West Side - Idaho Falls, ID Position Type PRN (as needed) Education ...
  • 3/29/2024 12:00:00 AM

C
Product Engineer - Fire & Security Walls - Idaho Falls, ID (Remote)
  • CRH
  • Idaho Falls, ID
  • Job ID: 490779 Exempt Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure soluti...
  • 3/29/2024 12:00:00 AM

M
Reverse Mortgage Originator Development Program
  • Mutual of Omaha Mortgage
  • Idaho Falls, ID
  • This is a great opportunity to launch your career into the reverse mortgage industry with our 12-month development progr...
  • 3/28/2024 12:00:00 AM

Y
Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Idaho Falls, ID
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 3/28/2024 12:00:00 AM

U
Business Banking Relationship Manager
  • U.S. Bank
  • Rexburg, ID
  • At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarte...
  • 3/26/2024 12:00:00 AM

I
Teller Part-Time (Spanish Preferred) - Blackfoot
  • Idaho Central Credit Union
  • Blackfoot, ID
  • Overview: Do you enjoy guiding people to the help they need? Do you love learning how to solve new puzzles? Are you some...
  • 3/26/2024 12:00:00 AM

Idaho Falls is the county seat of Bonneville County, Idaho, United States, and the state's largest city outside the Boise metropolitan area. As of the 2010 census, the population of Idaho Falls was 56,813 (2016 estimate: 60,211), with a metro population of 133,265. Idaho Falls serves as the commercial, cultural, and healthcare hub for eastern Idaho, as well as parts of western Wyoming and southern Montana. It is served by the Idaho Falls Regional Airport and is home to the College of Eastern Idaho, Museum of Idaho, and the Idaho Falls Chukars minor league baseball team. It is the principal c...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$66,280 to $97,439
Idaho Falls, Idaho area prices
were up 2.5% from a year ago

Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
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