Private Banker jobs in Olive Branch, MS

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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Private Client Banker - Cordova (New Build) - Cordova, TN
  • JPMC Candidate Experience page
  • Cordova, TN 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’ll 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. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results.  

    As a Private Client Banker, 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’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources. 

    Job Responsibilities
    • Share the value of Chase Private Client with clients that may be eligible
    • Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
    • Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
    • Make 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
    • Adhere 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
    • Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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
    • Compliance with Dodd Frank/Truth in Lending Act*
    • High school degree, GED or foreign equivalent required 
    • 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 strongly preferred
    • Experience cultivating relationships with affluent clients is strongly preferred
    • 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  

  • 1 Month Ago

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BANKER
  • Hollywood Casino Tunica
  • Tunica, MS FULL_TIME
  • WE’RE CHANGING ENTERTAINMENT. COME JOIN US. We’re always looking for talent that believes in having fun. At PENN Entertainment, you’ll get to be a part of an exciting industry, where the days and nigh...
  • 1 Month Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Holly Springs, MS FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 21 Days Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Jackson, TN FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 22 Days Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Millington, TN FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 22 Days Ago

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Private Investigator
  • Allied Universal® Compliance and Investigations
  • Somerville, TN FULL_TIME
  • Private Investigator Overview Allied Universal® Compliance and Investigations, North America's leading expert insurance claim investigations, compliance and corporate governance company, provides rewa...
  • 22 Days Ago

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0 Private Banker jobs found in Olive Branch, MS area

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Reverse Mortgage Originator Development Program
  • Mutual of Omaha Mortgage
  • Memphis, TN
  • 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

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Remote Mortgage Loan Officer- Leads Provided, TN or GA license required
  • National Mortgage Staffing
  • Memphis, TN
  • Are you looking for leads and willing to work in office? Interested Candidates should have 2 years of Loan Officer exper...
  • 3/28/2024 12:00:00 AM

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Bank Branch Manager (27653659)
  • Performancereview
  • Memphis, TN
  • Job Title Bank Branch Manager Location Memphis, TN 38116 Other Location **Bank Branch Manager** At **Liberty Bank**, we'...
  • 3/28/2024 12:00:00 AM

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Loan Consultant (Remote)
  • Masters Home Mortgage
  • Memphis, TN
  • Masters Home Mortgage, a mortgage broker firm, is dedicated to serving homeowners & buyers with their residential real e...
  • 3/27/2024 12:00:00 AM

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Business Banking Relationship Manager
  • First Horizon
  • Memphis, TN
  • About UsFirst Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial servi...
  • 3/26/2024 12:00:00 AM

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Part Time Retail Banker - Kroger Bartlett
  • Independent Bank
  • Memphis, TN
  • Job Summary: Receive money from customers, disburse money to customers and record the transactions in acordance with ban...
  • 3/26/2024 12:00:00 AM

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Freight Broker Transportation Sales
  • Apex Equipment Supply LLC
  • Memphis, TN
  • Job Description Job Description Apex Freight is looking for a service-minded freight broker to act as a liaison between ...
  • 3/26/2024 12:00:00 AM

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Mortgage Loan Officer
  • First Horizon Bank
  • Memphis, TN
  • About Us First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial serv...
  • 10/27/2023 12:00:00 AM

Olive Branch is a city in DeSoto County, Mississippi, United States. The population was 33,484 at the 2010 census, up from 21,054 in 2000. Olive Branch is part of the Memphis Metropolitan Statistical Area, a region that consists of three counties in southwest Tennessee, five counties in northwest Mississippi, and two counties in eastern Arkansas. From 1990 to 2010 Olive Branch was the fastest growing city in the United States, with a growth rate of 838%.[dubious – discuss] Along with other rapidly growing suburbs in DeSoto County, Olive Branch attributes most of its growth and development to ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,295 to $98,932
Olive Branch, Mississippi area prices
were up 1.3% from a year ago

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