Sr Private Banker Banterra CorpSr Private BankerCottonwood Heights, UtahLead and influence internal deal teams by coordinating crossâfunctional partners, guiding execution, and ensuring a consistent, highâquality client experience across all touchpoints; Maintain operational proficiency to ensure continuity of service. Proactively cultivate relationships with current and prospective clients aligned to the target customer base, promoting loan and deposit solutions to meet individual client needs and achieve assigned growth objectives.
Sr Private Banker Banterra Corp.Sr Private BankerCottonwood Heights, UT$76,536–$95,445 / yearPart timeLead and influence internal deal teams by coordinating cross‑functional partners, guiding execution, and ensuring a consistent, high‑quality client experience across all touchpoints; Maintain operational proficiency to ensure continuity of service. Proactively cultivate relationships with current and prospective clients aligned to the target customer base, promoting loan and deposit solutions to meet individual client needs and achieve assigned growth objectives.
Private Client Banker ROBERT R MORRISPrivate Client BankerAMERICAN FORK, UTDeveloping strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence. * 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.
Private Client Banker KeyCorpPrivate Client BankerSalt Lake City, UT$25–$38.46 / hourConsumer 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. Developing strong partnerships with branch teammates and line of business partners through in-person meetings- focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
Private Client Banker - Park City - Park City, UT JPMorgan Chase & CoPrivate Client Banker - Park City - Park City, UTPark City, UTBeginning 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. You have a passion 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.
Private Client Banker - Orem - Orem UT - SALT LAKE SOUTH JPMorgan Chase & CoPrivate Client Banker - Orem - Orem UT - SALT LAKE SOUTHOrem, UTBeginning 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. You have a passion 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.
Lead Wealth Underwriter - Legal Specialty Group Wells Fargo & CoLead Wealth Underwriter - Legal Specialty GroupSALT LAKE CITY, UT$119,000–$206,000 / yearThey 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. BL&T further provides legal guidance on a variety of banking and fiduciary topics including investment management, general trust administration, specialty trusts, custody, tax, specialty assets, regulatory, privacy, ecommerce, deposit relationship and strategy, and business strategies.
UHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice President Morgan StanleyUHNW Lending Portfolio Management - Liquid Products (SBL) - Assistant Vice PresidentSalt Lake, UtahThe Tailored Lending Group within Morgan Stanley Wealth Management is seeking an Asset Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra-High Net Worth clients, including diversified and concentrated Securities Based Loans (SBL) and Cash Surrender Value of Life Insurance policies (Life Insurance Loans). The Asset Manager will report to the Head of Asset Management for Liquid Products and be responsible for managing and maintaining the quality of our existing and growing loan portfolio, collaborating with Lending Transactors on transitioning newly originated loans, and partnering with our Credit Risk Managers on portfolio risk control and reporting.
Wealth Advisor - Downtown Salt Lake City Zions Bancorporation NAWealth Advisor - Downtown Salt Lake CitySalt Lake City, UTPrimary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
NewSenior Wealth Advisor Columbia BankSenior Wealth AdvisorSalt Lake City, UTThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Merchant Sales Advisor KeyCorpSenior Merchant Sales AdvisorLayton, UT$57,000–$87,000 / yearWith a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory, as well as through referrals from client focused teams including but not limited to Retail banking, Business Banking, Private Banking and Treasury.
Business Relationship Manager Senior - Acquisition JPMorgan Chase & CoBusiness Relationship Manager Senior - AcquisitionOgden, UTAcquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed. Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Corporate Banking Portfolio Manager - Salt Lake City, UT Zions Bancorporation NACorporate Banking Portfolio Manager - Salt Lake City, UTSalt Lake City, UTThe Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as: Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages; An employee-only fitness center and bike storage; An employee lounge, kitchen, micro market, game tables, couches and TVs; Private mothers' rooms and lockers; and. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces.