Private Banker jobs in South Carolina

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 - Greer - Greenvile , SC
  • JPMC Candidate Experience page
  • Greenville, SC 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  

  • 19 Days Ago

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Private Client Banker - Greer - Greenvile , SC
  • JPMorgan Chase
  • Greenville, SC 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...
  • 20 Days Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agent
  • Coldwell Banker
  • Charleston, SC FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 24 Days Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agent
  • Coldwell Banker
  • Eastover, SC FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 4 Days Ago

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Optometrist - Part Time - Medically-Oriented Private Practice - Surfside Beach, SC
  • Private practice
  • Surfside, SC PART_TIME
  • Optometrist - Part Time - Medically-Oriented Private Practice - Surfside Beach, SC*Recent grads and experienced optometrists are encouraged to apply!What You’ll Need:Doctor of Optometry (O.D.) Degree ...
  • 1 Month Ago

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Private Client Banker (New Build) - Plesantburg and Chalmers - Greenville , SC
  • JPMC Candidate Experience page
  • Greenville, SC 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...
  • 18 Days Ago

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Private Banker - Leading European Bank or Global EAM
  • DES Capital
  • Miami, FL
  • DES Capital has been mandated by an exclusive private banking institution headquartered in New York to identify a: Senio...
  • 3/28/2024 12:00:00 AM

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U.S. Private Bank - Private Banker - Vice President
  • Careerbuilder
  • Indianapolis, IN
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
  • 3/26/2024 12:00:00 AM

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Private Banker (Domestic)
  • IDB
  • North Miami Beach, FL
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 3/25/2024 12:00:00 AM

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Senior Private Banker
  • Pacifica Continental
  • Miami, FL
  • Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. ...
  • 3/25/2024 12:00:00 AM

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U.S. Private Banker - Private Banker - Vice President Scottsdale, AZ, United States Posted on 0[...]
  • Careerbuilder
  • Scottsdale, AZ
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide...
  • 3/25/2024 12:00:00 AM

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 3/24/2024 12:00:00 AM

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Private Banker - Beverly Hills
  • First Citizens Bank
  • Pasadena, CA
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 3/24/2024 12:00:00 AM

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Private Banker - Leading European Bank or Global EAM
  • DES Capital
  • Miami, FL
  • DES Capital has been mandated by an exclusive private banking institution headquartered in New York to identify a: Senio...
  • 3/24/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$68,836 to $101,198

Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019