Private Banker jobs in Paramus, NJ

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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Licensed Private Client Banker - New City, NY
  • KeyBank
  • New, NY FULL_TIME
  • Location:

    270 S Little Tor Road - New City, New York 10956

    Job Summary
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.

    Responsibilities

    • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
    • Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products
    • Consistently attains individual activity, behavior, and outcome expectations.
    • Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
    • Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
    • Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
    • Developing strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
    • Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
    • Support of branch operations including assisting with client transactions on the Teller line as needed.
    • Participate in and occasionally facilitate morning huddles and end of day debriefs
    • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
    • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.


    Education Qualifications

    • High School Diploma , GED, or equivalent experience (required) or
    • Bachelor's Degree (preferred)


    Experience Qualifications

    • Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
    • Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
    • Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
    • Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
    • Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
    • Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
    • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)


    Licenses and Certifications

    • FINRA License S6 Upon Hire (required)
    • FINRA License S63 Upon Hire (required)
    • FINRA Security Industry Essentials (SIE) Upon Hire (required)
    • Life and Health Insurance Licenses Upon Hire (required)


    Tactical Skills

    • Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions
    • Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients' financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
    • Strong work ethic and high level of integrity
    • Excellent Time management skills


    Personal Skills

    • Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
    • Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
    • Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
    • Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
    • Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one's own EI maturity


    Practical Skills

    • Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
    • Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others' communication styles and uses various approaches appropriately and effectively
    • Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
    • Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
    • Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement


    Core Competencies

    • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.


    Physical Demands

    • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.


    Driving Requirements

    • Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

    COMPENSATION AND BENEFITS

    This position is eligible to earn a base hourly rate in the range of $24.04 to $32.00 per hour depending on location and job-related factors such as level of experience. Compensation for this role also includes short-term incentive compensation subject to individual and company performance.

    Please click for a list of benefits for which this position is eligible.

    Job Posting Expiration Date: 03/29/2024

    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

    Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing .


    KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

     

  • 18 Days Ago

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Banker
  • JPMorgan Chase & Co.
  • Orangeburg, NY FULL_TIME
  • In addition to traditional bank teller responsibilities, our Associate Bankers contribute significantly to the success of the branch by delivering exceptional customer experiences, fostering long-last...
  • 27 Days Ago

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Chiropractor
  • Busy Private Orthopedic Practice
  • Paramus, NJ FULL_TIME
  • A Health and Wellness Center is a dynamic health and wellness facility. As a rising star in the industry, we pride ourselves on offering personalized, hands-on care to our patients. Our multi-discipli...
  • 4 Days Ago

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Dental Assistant
  • Dental Office Private
  • Emerson, NJ PART_TIME
  • ```Job Summary```We are seeking a skilled and dedicated Dental Assistant to join our team. The Dental Assistant will work closely with the dentist and dental hygienist to provide quality dental care t...
  • 8 Days Ago

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Dental Receptionist
  • Private Dental Office
  • Sparkill, NY PART_TIME
  • About us Private Dental Office is a small business in Sparkill, NY. We are professional, agile and our goal is to provide a great environment for our employees. Dental experience preferred. Days neede...
  • 1 Month Ago

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MRCT FSE - Philips 49681
  • Cephas Consultancy Services Private Limited
  • New, NY FULL_TIME
  • Summary / Objectives Provider of medicalimaging repair and maintenance seeks an experienced ServiceEngineer. Thrives to provide technicalsupport and troubleshooting assistance with equipment and maint...
  • 1 Month Ago

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0 Private Banker jobs found in Paramus, NJ area

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Summer 2025 Investment Banking Internship
  • Cantor Fitzgerald
  • New York, NY
  • Job Title: Summer 2025 Investment Banking Internship Location: New York, NY, In office Firm Overview: Cantor Fitzgerald ...
  • 3/28/2024 12:00:00 AM

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Technology Investment Banking Analyst
  • Digital Capital Advisors
  • New York, NY
  • Digital Capital Advisors is a global investment bank dedicated to the Digital Media and Technology sector, seeking an an...
  • 3/28/2024 12:00:00 AM

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Investment Banker - Consumer Products & Retail
  • UBS
  • New York, NY
  • **Investment Banker - Consumer Products & Retail** United States - New York Investment Banking Investment Bank Job Refer...
  • 3/28/2024 12:00:00 AM

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Senior Underwriter - VP
  • Peapack-Gladstone Bank
  • Bedminster, NJ
  • In conjunction with the senior underwriter, responsible for the structuring, underwriting and ongoing monitoring of comm...
  • 3/27/2024 12:00:00 AM

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Relationship Banker
  • PNC Financial Services Group, Inc.
  • Pompton Plains, NJ
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/27/2024 12:00:00 AM

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Investment Banking Senior Analyst
  • Howden Tiger
  • New York, NY
  • Primary Responsibilities: An analyst will play an integral role on our teams, providing analytical support on mergers an...
  • 3/27/2024 12:00:00 AM

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Private Client Relationship Manager
  • Webster Bank
  • Brooklyn, NY
  • If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to...
  • 3/26/2024 12:00:00 AM

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Citi Wealth - Head of Lending - MD
  • Citigroup, Inc.
  • New York, NY
  • The Organization: Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultra...
  • 3/25/2024 12:00:00 AM

Paramus (/pəˈræməs/ pə-RAM-əs) is a borough in Bergen County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 26,342.. A suburb of New York City, Paramus is located 15 to 20 miles (24 to 32 km) northwest of Midtown Manhattan and approximately 8 miles (13 km) west of Upper Manhattan. The Wall Street Journal characterized Paramus as "quintessentially suburban".[21] Paramus was incorporated as a borough by an act of the New Jersey Legislature on March 2, 1922, and ratified by a referendum held on April 4, 1922, that passed by a vote of 238 to 10.[22][2...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$84,140 to $123,695
Paramus, New Jersey area prices
were up 1.5% from a year ago

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