Private Banker jobs in West Chester, PA
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)
Recently Added Private Banker jobs
CA - WA Private Mortgage Banker (SAFE)
- B10 Wells Fargo Bank, N. A.
-
Civica South Bldg, WA
FULL_TIME
- About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Produce high quality jumbo residential mortgage loans that meet Wells Fargo Home Mortgage guidelines Participate in soliciting residential mortgages from various sources and produce high quality loans which are compliant and provide excellent customer service Responsible for the offering of loans, negotiate terms, and take applications for a dwelling-secured transaction within the Private Mortgage Banking Sales functional area Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Interact with customers to understand their needs and provide them with a high quality loan service Inform prospective and existing customers of WFHM programs, rates, policies, underwriting requirements, and loan procedures Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in Understand real estate appraisals, title reports, and real estate transactions Analyze detailed financial and credit data, matching customer needs with an appropriate loan program and level of risk Provide information regarding the loans to consultants and functional colleagues Present recommendations for producing loans and exercise some independent judgment while developing understanding of Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace Required Qualifications: 2 years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Customer service experience Experience working with high net-worth clients Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org ) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Completion of formal position specific training programs Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Pay Range $0.00 - $0.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 28 Mar 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
- 1 Month Ago
Private Client Banker - Downingtown Brandywine Square (New Build) - Downingtown, PA
- JPMorgan Chase
-
Downingtown, PA
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...
- 1 Month Ago
Real Estate Specialist
- Coldwell Banker Premier
-
Milford, DE
FULL_TIME
- Introducing Coldwell Banker Premier, your premier destination for exceptional real estate services. Whether you're looking to buy, sell, or invest in properties, our team of dedicated professionals is...
- 2 Days Ago
Real Estate Specialist
- Coldwell Banker Premier
-
Seaford, DE
FULL_TIME
- Introducing Coldwell Banker Premier, your premier destination for exceptional real estate services. Whether you're looking to buy, sell, or invest in properties, our team of dedicated professionals is...
- 3 Days Ago
Future Opening: Real Estate Agent
- Coldwell Banker Premier
-
Milford, DE
FULL_TIME
- Introducing Coldwell Banker Premier, your premier destination for exceptional real estate services. Whether you're looking to buy, sell, or invest in properties, our team of dedicated professionals is...
- 23 Days Ago
Real Estate Agent
- Coldwell Banker Premier
-
Seaford, DE
FULL_TIME
- Introducing Coldwell Banker Premier, your premier destination for exceptional real estate services. Whether you're looking to buy, sell, or invest in properties, our team of dedicated professionals is...
- 23 Days Ago
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0 Private Banker jobs found in West Chester, PA area
Global Commodity Director - EMS
- Siemens Corporation
-
Malvern, PA
- This position can be remote Siemens Healthineers is a leading global medical technology company with over 170 years of e...
- 4/19/2024 12:00:00 AM
Investment Advisor Assistant
- Juno Search Partners
-
Glen Mills, PA
- Our client, a financial services firm located in the Glen Mills, PA area, is seeking an Investment Advisor Assistant to ...
- 4/18/2024 12:00:00 AM
Loan Officer
- VRA Realty
-
West Chester, PA
- Job Description Job Description Ready to Ignite Your Career & Transform Home-Buying Dreams into Reality? Join Us! Do you...
- 4/18/2024 12:00:00 AM
2024 Seasonal Teller
- Wsfs Bank
-
Paoli, PA
- Job Description If you are innovative, dedicated and want to love where you work, then consider a career at WSFS Bank At...
- 4/18/2024 12:00:00 AM
Associate Wealth Advisor PA
- Charles Schwab
-
Chester Springs, PA
- Position Type: RegularYour Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative tho...
- 4/18/2024 12:00:00 AM
Private Banking Portfolio Manager Team Lead
- Wsfs Bank
-
Berwyn, PA
- Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their finan...
- 4/18/2024 12:00:00 AM
Relationship Banker Concordville
- WELLS FARGO BANK
-
Glen Mills, PA
- Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
- 4/17/2024 12:00:00 AM
Senior Premier Banker - Maple Glen Branch, PA
- WELLS FARGO BANK
-
Ambler, PA
- About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as...
- 4/16/2024 12:00:00 AM
About West Chester, Pennsylvania
West Chester is a borough and the county seat of Chester County, Pennsylvania, in the U.S. state of Pennsylvania. The population was 18,461 at the 2010 census.
Much of the West Chester University of Pennsylvania North Campus and the Chester County government are located within the borough. The center of town is located at the intersection of Market and High Streets.
West Goshen Township borders West Chester to the north, south, and east, while East Bradford Township borders West Chester to the west. The borough straddles the Brandywine Creek and Chester Creek watersheds. It is located 25 mile...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$76,076 to $111,838
West Chester, Pennsylvania area prices
were up 1.0% from a year ago
were up 1.0% from a year ago
What does a Private Banker do?
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As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
Private banks used to exclusively serve people with millions of dollars in assets, but in recent years they’ve been broadening their services to appeal to people with somewhat less.
January 07, 2020