Private Banker jobs in Lynchburg, VA

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

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Private Client Banker - Charlottesville - Central Virginia Market
  • JPMC Candidate Experience page
  • Charlottesville, VA 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 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’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
    • Shares the value of Chase Private Client with clients that may be eligible
    • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
    • 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
    • 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
    • Adheres 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
    • 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
    • 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
    • High school degree, GED, or foreign equivalent 
    • 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
    • Experience cultivating relationships with affluent clients
    • Strong team orientation with a commitment of long-term career with the firm
    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:  http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
  • 10 Days Ago
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Private Client Banker - Charlottesville - Central Virginia Market
  • JPMorgan Chase
  • Charlottesville, VA 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...
  • 14 Days Ago
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Private Client Banker - Central Virginia - Charlottesville 29th Place
  • JPMC Candidate Experience page
  • Charlottesville, VA 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...
  • 15 Days Ago
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Yard and Saw Supervisor
  • Banker Steel Company LLC
  • Lynchburg, VA FULL_TIME
  • Key Responsibilities: 1. Leading by example and strictly enforce all company policies and procedures, drive continuous improvement, and continually ensures safety and environmental standards are never...
  • 21 Days Ago
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Site Safety Manager
  • Banker Steel Company LLC
  • Lynchburg, VA FULL_TIME
  • Position: Safety Manager (Steel Fabrication Plants) Reports To: Corporate Safety Director Department: Environmental Health and Safety Location: Steel Fabrication Facilities Status: Regular Full Time P...
  • 7 Days Ago
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Supervisor Steel Fabrication
  • Banker Steel Company LLC
  • Lynchburg, VA FULL_TIME
  • Required Skills: Steel fabrication knowledge (Welding/Fitting) Experience in forklift, crane and other material handling operation Has managed/supervised crew of more than 20 employees Basic user know...
  • 13 Days Ago
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0 Private Banker jobs found in Lynchburg, VA area

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Drive with Lyft - Earn on Your Own Schedule
  • Lyft
  • Lynchburg, VA
  • Earn $2,000 in Lynchburg when you give 170 rides in 30 days. New drivers only. Terms apply. What is Lyft? Lyft is a flex...
  • 4/25/2024 12:00:00 AM
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Drive with Lyft - No Experience Needed
  • Lyft
  • Lynchburg, VA
  • Earn $2,000 in Lynchburg when you give 170 rides in 30 days. New drivers only. Terms apply. What is Lyft? Lyft is a flex...
  • 4/25/2024 12:00:00 AM
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Drive with Lyft - Features made for women + enby drivers
  • Lyft
  • Lynchburg, VA
  • Earn $2,000 in Lynchburg when you give 170 rides in 30 days. New drivers only. Terms apply. What is Lyft? Lyft is a flex...
  • 4/25/2024 12:00:00 AM
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Senior Investment Analyst
  • Liberty University
  • Lynchburg, VA
  • Korn Ferry has partnered with our client on their search for the role, Senior Investment Analyst. Purpose of the Positio...
  • 4/24/2024 12:00:00 AM
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Senior Wealth Advisor, Forest, VA
  • Savvy Wealth
  • Forest, VA
  • Job Description Job Description The Opportunity Savvy Wealth is a technology-driven RIA shaping the future of wealth man...
  • 4/23/2024 12:00:00 AM
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Investment Administrator
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  • Lexington, VA
  • Bell Cornwall Recruitment has been instructed on an exciting opportunity for an experienced Investment Administrator eag...
  • 4/23/2024 12:00:00 AM
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Part Time Universal Banker - 20 Hours - Timberlake Main - BU
  • Truist
  • Lynchburg, VA
  • The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. Aft...
  • 4/20/2024 12:00:00 AM
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Senior Investment Analyst
  • Liberty University
  • Lynchburg, VA
  • Korn Ferry has partnered with our client on their search for the role, Senior Investment Analyst. Purpose of the Positio...
  • 4/20/2024 12:00:00 AM
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About Lynchburg, Virginia

Lynchburg is an independent city in the Commonwealth of Virginia in the United States. As of the 2010 census, the population was 75,568. The 2017 census estimates an increase to 81,000. Located in the foothills of the Blue Ridge Mountains along the banks of the James River, Lynchburg is known as the "City of Seven Hills" or the "Hill City". In the 1860s, Lynchburg was the only major city in Virginia that was not recaptured by the Union before the end of the American Civil War. Lynchburg lies at the center of a wider metropolitan area close to the geographic center of Virginia. It is the fifth-...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,014 to $98,516
Lynchburg, Virginia area prices
were up 1.2% from a year ago
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What does a Private Banker do?

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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.
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