Private Banker jobs in Olathe, KS
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 - Overland Park, KS
- JPMC Candidate Experience page
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Overland Park, KS
FULL_TIME
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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 - 27 Days Ago
Private Client Banker - Overland Park, KS
- JPMorgan Chase
-
Overland Park, KS
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
Banker
- BMO
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Pittsburg, KS
FULL_TIME
- Job Description Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of ...
- Just Posted
Banker
- CENTRAL BANCOMPANY
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Gardner, KS
FULL_TIME
- What You’ll Do: As a valued member of the broader retail banking team, you will be relied upon to assist the retail banking process and to contribute value to the bank’s retail banking decisions. You ...
- 27 Days Ago
Banker
- INTRUST Bank NA
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Prairie, KS
FULL_TIME
- At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each ...
- 1 Month Ago
Caregiver
- Private Home Care
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Overland Park, KS
PART_TIME
- Are you compassionate, patient, a problem solver, intuitive, and a self-starter? At Private Home Care, we believe Caregivers are the heart of our business. We highly respect our team of exceptional Ca...
- 7 Days Ago
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0 Private Banker jobs found in Olathe, KS area
Investor Accounting Analyst II
- KeyBank
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Overland Park, KS
- Location: 11501 Outlook Street - Overland Park, Kansas 66211 Grow your career with an industry leading team! KeyBank Rea...
- 4/26/2024 12:00:00 AM
Investor Accounting Analyst - Cash Management
- KeyBank
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Overland Park, KS
- Location: 11501 Outlook Street - Overland Park, Kansas 66211 Grow your career with an industry leading team! KeyBank Rea...
- 4/26/2024 12:00:00 AM
Seasonal Part Time Cashier
- Michaels Stores
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Lenexa, KS
- Seasonal Part Time Cashier page is loaded **Seasonal Part Time Cashier** **Seasonal Part Time Cashier** locationsLenexa-...
- 4/26/2024 12:00:00 AM
Wealth Management Advisor-Overland Park
- U.S. Bank
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Overland Park, KS
- 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...
- 4/24/2024 12:00:00 AM
Financial Advisor Assistant
- Cook Financial Group
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Olathe, KS
- Job Description Job Description Cook Financial Group is looking for an experienced Financial Planning Assistant The posi...
- 4/23/2024 12:00:00 AM
Business Banking Officer
- Bank of Blue Valley
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Lenexa, KS
- Bank of Blue Valley, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce...
- 4/22/2024 12:00:00 AM
Business Banking Officer
- Bank of Blue Valley
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Lenexa, KS
- Bank of Blue Valley, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce...
- 4/22/2024 12:00:00 AM
Asset Manager - Special Servicing
- KeyBank
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Overland Park, KS
- Location: 11501 Outlook Street - Overland Park, Kansas 66211 ABOUT THE JOB (JOB BRIEF) Responsible for the management an...
- 4/22/2024 12:00:00 AM
About Olathe, Kansas
Olathe (/oʊˈleɪθə/ oh-LAY-thə) is the county seat of Johnson County, Kansas, United States. It is the fourth most populous city in the Kansas City Metropolitan Area and Kansas. With a 2010 population of 125,872. By 2017, the Census Bureau estimated Olathe's population had grown to 137,472. It is the headquarters of Garmin.
Olathe is bordered by the cities of Lenexa to the north, Overland Park to the east, De Soto to the northwest, and Gardner to the southwest.
According to the United States Census Bureau, the city has a total area of 60.42 square miles (156.49 km2) of which 59.66 square mile...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,107 to $104,533
Olathe, Kansas area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
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