Private Banker jobs in Rutland, VT

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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Administrative Assistant
  • Coldwell Banker Whitbeck
  • Plattsburgh, NY FULL_TIME
  • The Role of the Office Administrative Assistant is to help the office establish and/or maintain a professional relationship with agents and clients by ensuring that all listings, marketing and vendors are taken care of on a daily basis. The Office Administrative Assistant is also responsible for providing day-to- day operational assistance to Leadership as well as overseeing all office administrative duties:

    Listing Duties:

    • Input/update listings & add pictures and documents in the MLS and back office system (both residential and commercial)
    • Schedule showing appointments and update showing instructions
    • Schedule Open Houses in the MLS and back office system
    • Add to in-office Listing Board
    • Keep track of yard sign and lock box inventory
    • Process all real estate transactions in appropriate platforms
    • Ensures eSignature platform is maintained with correct documentation and forms
    • Alert Marketing of all new and updated listings, ad due dates, and assist with creative needs when asked.

    Office Duties:

    Performs daily opening tasks, including, but not limited to coffee service, organizing the office and conference room areas, restocking supplies, printer paper, ensuring the central area and bathrooms are clean and presentable, etc.

    • Manages the reception area to ensure effective telephone and mail communications both internally and externally to maintain a professional image
    • Ensures the integrity, organization, and accuracy of all record-keeping including Google Drive documentation
    • Supervises the maintenance of office equipment
    • Assists in the maintaining of social media platforms when necessary
    • Assists in coordination of advertising activities including showcase ads in local papers and real estate publications
    • Becoming proficient in all office systems and assisting in agent training
    • Maintain birthday/anniversary/phone list calendar for all staff
    • Deliver mail/packages to appropriate staff
    • Additional office support duties as assigned

    Agent Duties:

    • Conducts agent onboarding of new agents
    • Holds/schedules new agent onboarding meeting
    • Ensures all agent information is complete and accurate in back office system
    • Acts as the Moxi Product Champion Assistant and assists in training new agents in that platform.
    • Assist agents as needed with any and all requests, from proofreading listing descriptions and assisting with photo editing to customization of sales presentation packets.

    Competencies

    • Reliability
    • Leadership
    • Time management
    • Decision making
    • Excellent communication skills (written and oral)
    • Highly organized
    • Proactive problem solver / self-directed
    • Team player
    • Multi-tasker

    Required Education and Experience

    • High school diploma
    • One - three years of administrative experience

    Preferred Education and Experience

    • One year of Real Estate listing input experience, but not necessary
    • Marketing background
    • Photoshop / Adobe Illustrator / Canva skills a plus

    Additional Eligibility Qualifications

    • Proficient in MS-Office, Gmail Office Suite
    • Strong technical/computer skills a must
    • Must exhibit a positive and professional demeanor

    Holidays, sick time, and PTO offered

    Job Type: Full-time

    Pay: $17.00 - $18.00 per hour

    Expected hours: 40 per week

    Benefits:

    • Paid time off

    Schedule:

    • Monday to Friday

    Experience:

    • Customer service: 1 year (Required)
    • Administrative Assistance: 1 year (Required)
    • Microsoft Office: 1 year (Preferred)
    • Marketing: 1 year (Preferred)

    Ability to Relocate:

    • Plattsburgh, NY 12901: Relocate before starting work (Required)

    Work Location: In person

  • 1 Day Ago

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LPN
  • RAISSO GLOBAL PRIVATE LIMITED
  • Rutland, VT CONTRACTOR,FULL_TIME,OTHER
  • Job Title: LPN|T-LPN Location: Rutland, VT 05702 Duration: 14 weeks with possibilities of extension Shift: Days, 6 AM - 2:30 PM Guaranteed Hours: 40 Pay Details: Pay Rate for Travelers/Stipend Candida...
  • 8 Days Ago

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High Value Residential Insurance Inspector
  • Signature Companies - Private Client
  • Montpelier, VT CONTRACTOR
  • Signature Companies is looking to add an Inspector for the following counties: Central Vermont. Are you looking for a new career that allows you to work independently, is flexible, and challenging eve...
  • 15 Days Ago

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Transaction specialist
  • Rangam Infotech Private Limited
  • Burlington, VT FULL_TIME
  • SourceAbled is seeking Transaction Specialists to transcribe confidential information from scanned images of paper documents. The Transaction Specialist combines documents into transactions and proces...
  • 1 Month Ago

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High Value Residential Insurance Inspector
  • Signature Companies - Private Client
  • Burlington, VT CONTRACTOR
  • Signature Companies is looking to add an Inspector for the following counties: Northern Vermont. Are you looking for a new career that allows you to work independently, is flexible, and challenging ev...
  • Just Posted

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Bagging Associate
  • RAPS PROFESSIONAL SERVICES PRIVATE LIMITED
  • Saint Albans, VT CONTRACTOR
  • Job Title: St Albans - Nutra Blend-Premix Bagger -IndustrialLocation: ST ALBANS, VTDuration: 12 monthsShift: Mon - Fri 6:30 AM - 3:30 PM (Some Saturdays)Education: high school diploma or equivalent.Qu...
  • 3 Days Ago

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0 Private Banker jobs found in Rutland, VT area

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Pharmacist Clinical Specialist
  • Rutland Regional Medical Center
  • Rutland, VT
  • Assumes a variety of clinical and distributive functions. The pharmacist will be responsible as a proactive health care ...
  • 3/29/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Rutland, Vermont
  • MileHigh Adjusters Houston Inc
  • Rutland, VT
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 3/29/2024 12:00:00 AM

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Class A CDL Truck Driver LEASE PURCHASE - Take Home $1,500+ weekly!
  • Western Express
  • Rutland, VT
  • HAVE YOUR CDL-A? SPEAK WITH A SEATING SPECIALIST TODAY! (888) 404-0913 Have you ever dreamed of owning your truck and be...
  • 3/29/2024 12:00:00 AM

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HVAC Mechanic
  • Cornerstone Recruiting
  • Rutland, VT
  • We are currently seeking a full-time HVAC Mechanic for a federal facility in Rutland, VT for a nationwide facilities ser...
  • 3/29/2024 12:00:00 AM

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VP Operations - Own a Franchise
  • Williamsonheckt
  • Rutland, VT
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

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Management Leaders - Become a Franchise Owner
  • Williamsonheckt
  • Rutland, VT
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

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Business Leaders - Own a Franchise
  • Williamsonheckt
  • Rutland, VT
  • Do you want to own your own business? You are not alone, approximately 85% of the new franchise owners were professional...
  • 3/29/2024 12:00:00 AM

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Risk Management (Loss Control) Consultant - Albany/Hudson Valley (Field)
  • Utica National Insurance Group
  • Hartford, NY
  • The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day...
  • 3/28/2024 12:00:00 AM

Rutland, Vermont may refer to: Rutland (city), Vermont Rutland (town), Vermont Rutland County, Vermont West Rutland, Vermont...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,441 to $106,497
Rutland, Vermont area prices
were up 1.6% from a year ago

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