Private Banker jobs in Massachusetts
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-Back Bay
- JPMorgan Chase
-
Boston, MA
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 - Just Posted
Private Client Banker-Newburyport Branch
- JPMC Candidate Experience page
-
Newburyport, MA
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...
- 25 Days Ago
Private Client Banker-Newburyport Branch
- JPMorgan Chase
-
Newburyport, MA
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...
- 27 Days Ago
Private Client Banker - Mansfield, MA
- JPMC Candidate Experience page
-
Mansfield, MA
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...
- 1 Month Ago
Private Client Banker- Waltham Branch
- JPMC Candidate Experience page
-
Waltham, MA
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...
- 1 Month Ago
Private Client Banker- Fenway Branch
- JPMorgan Chase
-
Boston, MA
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...
- 1 Month Ago
Private Banker jobs at Popular Companies
Senior Private Banker
- Wolfcreek Consulting Inc
-
Palm Beach Gardens, FL
- Job Description Job Description Overview: The Private Banking Officer serves as relationship manager for a portfolio of ...
- 4/19/2024 12:00:00 AM
SVP, Private Banker (On-site)
- Gateway First Bank
-
Tulsa, OK
- Job Description Job Description JOB SUMMARY: The SVP, Private Banker manages a private banking portfolio of high-net-wor...
- 4/19/2024 12:00:00 AM
Private Banker (Domestic)
- IDB
-
North Miami Beach, FL
- Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
- 4/19/2024 12:00:00 AM
Private Banker II
- CrossFirst Bank
-
Dallas, TX
- With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
- 4/18/2024 12:00:00 AM
Senior Wealth Advisor
- Avior Executive Search, Inc
-
Orlando, FL
- Senior Wealth Advisor Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
- 4/17/2024 12:00:00 AM
Private Banking Officer
- Valley Bank
-
New York, NY
- Job Overview The Private Banker will be responsible for developing, managing, and retaining full-service relationships w...
- 4/17/2024 12:00:00 AM
Business Banking Relationship Manager
- Webster Bank
-
Stamford, CT
- If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
- 4/15/2024 12:00:00 AM
Senior Client Associate
- Ascendo Resources
-
Miami, FL
- We are seeking an individual with experience servicing HNW and UHNW individuals in the wealth management space to join a...
- 4/15/2024 12:00:00 AM
About Massachusetts
Massachusetts is the 7th-smallest state in the United States. It is located in the New England region of the northeastern United States and has an area of 10,555 square miles (27,340 km2), 25.7% of which is water. Several large bays distinctly shape its coast. Boston is the largest city, at the inmost point of Massachusetts Bay, and the mouth of the Charles River.
Despite its small size, Massachusetts features numerous topographically distinctive regions. The large coastal plain of the Atlantic Ocean in the eastern section of the state contains Greater Boston, along with most of the state's po...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$79,511 to $116,888
Most Popular Cities in Massachusetts for Private Banker Jobs
What does a Private Banker do?
Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019