Private Banker jobs in New London, CT

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)

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Personal banker
  • WELLS FARGO BANK
  • Old Saybrook, CT 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 balance, and mental and physical health.

    We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace "to grow your career" in the U.

    S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today.

    About this role :

    Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division.

    Learn more about the career areas and business divisions at wellsfargojobs.com.

    In this role you will :

    • Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
    • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
    • Receive direction from managers and exercise judgement within defined policies and procedures
    • Develop understanding of bank products and services to connect to customers' needs
    • Interact with customers to demonstrate care and build relationships
    • Provide appropriate options for bank products and services to customer
    • Refer customers' financial needs to other bankers and partners as needed
    • This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction.

    As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations.

    Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.

    Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

    Required Qualifications :

    6 months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education

    Desired Qualifications :

    • Customer service focus with experience handling complex transactions across multiple systems
    • Experience proactively engaging with customers through outreach via phone or email
    • Ability to educate and connect customer to technology and share the value of mobile banking options
    • Ability to help customers succeed financially by offering introductions to additional team members as appropriate
    • Experience working with others on a team to meet customer needs
    • Experience fostering and developing strong customer relationships
    • Ability to build strong relationships with internal partners
    • Ability to follow policies, procedures, and regulations
    • Ability to identify potential fraud / risky accounts and take appropriate action to prevent loss
    • Ability to interact with integrity and professionalism with customers and team members
    • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer / leadership reporting
    • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
    • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
    • Support customers and employees in resolving or escalating concerns or complaints

    Job Expectations :

    • Ability to work weekends and holidays as needed or scheduled
    • This position is not eligible for Visa sponsorship
    • Ability to travel 100% of the time within the district
    • This position may potentially rove between branches in a specific geography to provide support for locations where a banker or teller is out of the office or to temporarily cover vacancies.
    • In this role, the personal banker will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage is provided).
    • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date.

    The Nationwide Mortgage Licensing System (NMLS) website (http : / / fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.

    Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.

    The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards.

    A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation.

    Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

    Posting Location(s) :

    • Madison : 600 Boston Post Rd, MADISON, CT
    • East Haven : 339 Hemingway Ave, EAST HAVEN, CT
    • Chapel : 956 Chapel St, NEW HAVEN, CT
    • West Haven : 597 Campbell Ave, WEST HAVEN, CT
    • Whalley Norton : 388 Whalley Ave, NEW HAVEN, CT
    • Woodbridge Tenants : 260 Amity Rd, WOODBRIDGE, CT
    • Branford : 840 Main Street, BRANFORD, CT
    • Old Saybrook : 665 Boston Post Rd Ste 22, OLD SAYBROOK, CT
    • Hamden Plaza : 2100 Dixwell Ave, Hamden, CT
    • Milford : 215 Cherry St, MILFORD, CT
    • Orange : 297 Boston Post Rd ORANGE, CT

    Recruiter to input Roving Banker job description.

    Pay Range

    $20.00 - $30.19

    Benefits

    Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future.

    Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

    • 401(k) Plan
    • Paid Time Off
    • Parental Leave
    • Critical Caregiving Leave
    • Discounts and Savings
    • Health Benefits
    • Commuter Benefits
    • Tuition Reimbursement
    • Scholarships for dependent children
    • Adoption Reimbursement

    Posting End Date : 10 Mar 2024

    10 Mar 2024

    Job posting may come down early due to volume of applicants.

    We Value Diversity

    At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

    Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.

    They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions.

    There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

    Candidates applying to job openings posted in US : All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

    Applicants with Disabilities

    To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

    Drug and Alcohol Policy

    Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

    Last updated : 2024-03-07

  • 19 Days Ago

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Citizens Banker
  • Citizens Bank, N.A.
  • Uncasville, CT OTHER
  • DescriptionStarting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing truste...
  • 20 Days Ago

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Flex Banker
  • Washington Trust
  • WESTERLY, RI FULL_TIME
  • Branch Flex Banker (Universal Banker) Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers....
  • 23 Days Ago

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Flex Banker
  • The Washington Trust Company
  • Block Island, RI FULL_TIME
  • Branch Flex Banker (Universal Banker) Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment of trust and an exceptional experience for our customers....
  • 4 Days Ago

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Universal Banker
  • Guilford Savings Bank
  • Old Saybrook, CT FULL_TIME
  • POSITION DESCRIPTION:This position is the Client Ambassador for Guilford Savings Bank (GSB) with the overall purpose of providing superior client service, quality, and efficiency to clients who prefer...
  • 9 Days Ago

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Personal banker
  • Wells Fargo
  • Old Saybrook, CT 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 balan...
  • 18 Days Ago

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0 Private Banker jobs found in New London, CT area

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Lead Teller>
  • KeyBank
  • Glastonbury, CT
  • KeyBank - 2510 Main Street (BR) [Bank Teller / Customer Service] As a Lead Teller at KeyBank, you'll: Perform the duties...
  • 3/29/2024 12:00:00 AM

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Restaurant Delivery - Sign Up and Start Earning
  • Doordash
  • Quaker Hill, CT
  • Your time. Your Goals. What is DoorDash Available in over 4,000 cities in the U.S, DoorDash connects local businesses an...
  • 3/29/2024 12:00:00 AM

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Nurse Practitioner (APRN) Lactation Consultation / Family Birthing Center
  • Hartford HealthCare
  • Quaker Hill, CT
  • Description Job Schedule: Full Time Standard Hours: 36 Job Shift: Shift 1 Shift Details: 36 hours primarily weekday Mond...
  • 3/29/2024 12:00:00 AM

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Nurse Practitioner (APRN) or Physician Assistant (PA) / Endocrinology - Norwich BOCC
  • Hartford HealthCare
  • Quaker Hill, CT
  • Description Job Schedule: Full Time Standard Hours: 40 Job Shift: Shift 1 Shift Details: Mon-Fri Hartford HealthCare, th...
  • 3/29/2024 12:00:00 AM

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Commercial Loan Officer
  • Guilford Savings Bank
  • Old Saybrook, CT
  • Job Description Job Description POSITION DESCRIPTION: Responsible for developing and maintaining strong and profitable r...
  • 3/28/2024 12:00:00 AM

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BUSINESS LENDER
  • Charter Oak Federal Credit Union
  • Waterford, CT
  • Job Description Job Description The Credit Union has an immediate opening for a Business Lender. This is an excellent op...
  • 3/27/2024 12:00:00 AM

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Assumption Loan Processing & Closing Specialist (Temporary Position)
  • Planet Home Lending
  • Meriden, CT
  • Job Description Job Description The Assumption Loan Processing & Closing Specialist, will work with applicants and borro...
  • 3/26/2024 12:00:00 AM

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Relationship Banker I
  • Webster Bank
  • Old Lyme, 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...
  • 3/25/2024 12:00:00 AM

New London is a seaport city and a port of entry on the northeast coast of the United States, located at the mouth of the Thames River in New London County, Connecticut. It was one of the world's three busiest whaling ports for several decades beginning in the early 19th century, along with Nantucket and New Bedford, Massachusetts. The wealth that whaling brought into the city furnished the capital to fund much of the city's present architecture. The city subsequently became home to other shipping and manufacturing industries, but it has gradually lost most of its industrial heart. New London ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$77,701 to $114,231
New London, Connecticut area prices
were up 1.7% from a year ago

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