Private Banker jobs in Santa Fe, NM

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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Banker
  • Hillcrestbank
  • Taos, NM FULL_TIME
  • If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do.

    Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner.

    Our Bankers understand the complexities of people’s lives and offer simple solutions.That's the basics of Relationships.

    Fairness. Simplicity. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

    We have a long-standing commitment to Equity, Diversity and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization and sustainability of the communities we serve.

    We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture.

    We strive for all of our associates to feel welcome and empowered at work.This type of position is ideal for someone looking to build a career in finance.

    We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.

    As an Associate Banker, you will : Work as an individual contributor at a steady, even pace without a great dependence on other team members to achieve your results.

    Operate in a role that has clear direction with established processes and expectations.Provide support and service to others in an environment free from competition.

    Deliver detailed and accurate work by adhering to specific guidelines.Be an active participant in maintaining guidelines, structure, and established policies as you work with and for others.

    As an Associate Banker, you will have an opportunity to meet and provide exceptional service to a diverse audience. This will include responsibility for a variety of tasks including introducing clients to new products, services and digital solutions.

    You will be responsible for processing account transactions, while assisting clients and working towards individual and banking center specific sales and service goals.

    Additionally, Associate Bankers are expected to assist other departments as needed, build a great rapport with clients and fellow associates, while treating others with respect and consideration regardless of their status or position.

    High school diploma or equivalentDesired Skills :

    Ideal candidates for this position should possess some or all of the following skills : Previous banking, cash handling or financial service experience6 Months of demonstrated successful sales experiencePassionate and motivated self-starterA passion for educating clients on banking products and digital technologies available at the bankStrong work ethic and ability to complete work accuratelyAbility to think logically in order to analyze situations and make sound decisionsAbility to handle multiple tasks simultaneouslyCapacity to work with multiple computer and software systemsAbility to calculate figures and amounts such as cash back and percentagesWe are a culture that believes that people are our greatest asset and are at the heart of everything we do.

    We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally.

    Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs.

    An associate must be able to work overtime to the extent necessary (typically no more than 5%).Flexible scheduling as business needs allow.

    Incentive and Benefits : This role is eligible to participate in a scorecard-based incentive plan, which can significantly increase your overall compensation.

    Incentives are earned monthly based on the associate’s performance against the defined metrics as outlined in the score card.

    In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks.

    For more information about the benefits offered

    click here

    If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.

    Thank you for your application!The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and / or perform the essential functions of the job.

    An applicant and / or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

    The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category.

    The Bank is proud to be a drug-free workplace.

    Selected candidate(s) for hire must complete the following prior to employment : a criminal history report, global screen, drug screen,employment credit report and if applicable, a driving record.

    Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.

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    Last updated : 2024-04-07

  • 17 Days Ago

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Personal Banker
  • SOUTHERN BANK
  • Bloomfield, NM FULL_TIME
  • Job Details Job LocationBloomfield Branch - Bloomfield, MO Position TypeFull Time Description PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and / or referral...
  • 18 Days Ago

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Universal Banker
  • Century Bank
  • Santa Fe, NM FULL_TIME
  • JOB TITLE: Universal Banker NON-EXEMPT/EXEMPT: Non-ExemptREPORTS TO: Assistant Branch ManagerDEPARTMENT: Retail OperationsGENERAL DESCRIPTIONThe Universal Banker (UB) is responsible for providing exce...
  • 20 Days Ago

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Associate Banker
  • NBH Bank
  • Red River, NM FULL_TIME
  • It starts with our culture ... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what t...
  • 20 Days Ago

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Relationship Banker
  • Bank of America
  • Santa Fe, NM FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 1 Day Ago

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Universal Banker
  • Sunflower Bank NA
  • Santa Fe, NM FULL_TIME
  • DescriptionSunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker at our Santa Fe Lincoln branch!Customer Service experience is a MUST...
  • 16 Days Ago

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0 Private Banker jobs found in Santa Fe, NM area

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Teller Part Time
  • Wells Fargo
  • Santa Fe, NM
  • About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our Na...
  • 4/26/2024 12:00:00 AM

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KFC Team Member
  • KFC
  • Santa Fe, NM
  • At KFC, we feed the world. But we do more than fill people up. We fulfill their life. Our meals matter, and when we serv...
  • 4/26/2024 12:00:00 AM

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Director Information Security & Risk Management
  • Highmark Health
  • Santa Fe, NM
  • Company : enGen Job Description : JOB SUMMARY This job directs and manages Information Security and Risk Management (ISR...
  • 4/24/2024 12:00:00 AM

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Senior Energy Economist
  • Cadmus
  • Santa Fe, NM
  • **Overview** **What Youll Be Doing** Cadmus seeks a senior consultant to join our Energy Services team as a Senior Energ...
  • 4/24/2024 12:00:00 AM

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Associate Financial Planner
  • New York Life - Albuquerque Region
  • Santa Fe, NM
  • Description We are seeking an experienced financial advisor to assist our clients in designing and implementing strategi...
  • 4/24/2024 12:00:00 AM

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Teller Part Time
  • Wells Fargo
  • Santa Fe, NM
  • About this role: Wells Fargo is seeking a Teller in our Consumer, Small & Business Banking division, as a part of our Na...
  • 4/23/2024 12:00:00 AM

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Senior Energy Economist
  • Cadmus
  • Santa Fe, NM
  • Cadmus Senior Energy Economist Santa Fe , New Mexico Apply Now Cadmus seeks a senior consultant to join our Energy Servi...
  • 4/23/2024 12:00:00 AM

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Performing Loan Consultant I (On-site)
  • Shellpoint Mortgage Servicing
  • Espanola, NM
  • Make a Difference on Your Own Schedule and Terms!Hiring Case Managers in New MexicoCome join our growing team! A few of ...
  • 4/23/2024 12:00:00 AM

Santa Fe (/ˌsæntəˈfeɪ/ or /ˈsæntəˌfeɪ/; Tewa: Oghá P'o'oge, Navajo: Yootó) is the capital of the U.S. state of New Mexico. It is the fourth-largest city in the state and the seat of Santa Fe County. This area was occupied for at least several thousand years by indigenous peoples who built villages several hundred years ago, on the current site of the city. It was known by the Tewa inhabitants as Ogha Po'oge ("White Shell Water Place"). The city of Santa Fe, founded by Spanish colonists in 1610, is the oldest state capital in the United States. Santa Fe (meaning "holy faith" in Spanish) had a p...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$69,060 to $101,525
Santa Fe, New Mexico area prices
were up 2.5% from a year ago

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