Senior Private Banker BMO FinancialSenior Private BankerDenver, CO$102,000–$190,000 / yearAdheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities. The ideal candidate will have a proven track record of building and maintaining relationships with High-Net-Worth (HNW) and/or Ultra-High-Net-Worth (UHNW) clients in the region.
Senior Private Banker, Ultra High Net Worth BMO FinancialSenior Private Banker, Ultra High Net WorthChicago, IL$102,000–$190,000 / yearApplication Deadline: 08/06/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
NewPersonal Banker/Lead Customer Service Representative Peoples BankPersonal Banker/Lead Customer Service RepresentativeAkron, IAThis may include opening new deposit accounts such checking, savings, CDs, IRAs, safe deposit boxes as well as many other additional products such as debit cards, online banking, mobile banking, e-statements, direct deposit, etc. Recognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.
Senior Portfolio Banker - Private Equity BMO FinancialSenior Portfolio Banker - Private EquityChicago, IL$102,000–$190,000 / yearProtects the Bank’s assets by adhering to all banking, investment and lending regulations, policies, and procedures, legal and ethical requirements, process requirements, bank guidelines, and established risk guidelines. Provides a superior level of customer service and portfolio management in lending services for all existing and potential clients and in support of a team of specialists and relationship managers.
NewRelationship Banker First Horizon BankRelationship BankerSanford, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Relationship Banker Senior First Horizon BankRelationship Banker SeniorKey Largo, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewRelationship Banker - Float First Horizon BankRelationship Banker - FloatKnoxville, TNHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. • Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewRelationship Banker- Float First Horizon BankRelationship Banker- FloatDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
NewInvestment Principal - Private Debt & Equity Northwestern MutualInvestment Principal - Private Debt & EquityMilwaukee, WINorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments.
NewAssociate, Banker - Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker - Industry/Country CoverageNew York, NY$175,000–$203,000 / yearPrior employment must include two (2) years of experience with: financial valuation and modeling, including discounted cash flow analysis, accretion/dilution analysis, leverage buyout analysis, comparable companies, precedent transactions, sum-of-the-parts as well as benchmarking; leading development of client overview materials, strategic considerations, and marketing materials for organizations to convey their key attributes to investors and other parties; Advanced Microsoft Excel including working with macros, pivot tables, VLOOKUP, and IF/AND formulas; supporting senior bankers in maintaining client relationships; and helping senior team members evaluate models to develop key judgments about client companies. Create financial models and valuation analyses during buy-side or sell-side M&A and financing presenting to corporates, financial sponsors, and private clients, and analyzing accounting and regulatory statements, debt and equity filings and documents, financial projections, and models to support analyses.
NewVice President, Banker – Industry/Country Coverage Goldman Sachs & Co. LLCVice President, Banker – Industry/Country CoverageNew York, NY$250,000–$270,000 / yearPrior experience must include five (5) years of experience (with a Bachelor’s) or three (3) years of experience (with a Master’s) with: utilizing Microsoft excel for data analysis and handling including visual representation of data, valuation analysis and insurance financial modeling; utilizing Microsoft PowerPoint to develop presentations, including insurance industry updates, pitches, transaction materials and marketing documents; executing M&A transactions and capital raising including debt, equity and other structured financing solutions in public and private markets for corporate clients operating in the insurance sector; serving as a point of contact in regular interactions with corporate development, treasury and other strategy teams of insurance companies; reading and analyzing insurance company GAAP (Generally Accepted Accounting Principles) and statutory filings and actuarial reports & appraisals and synthesizing qualitative and quantitative data for financials analysis; conducting insurance market research on the broader landscape as well as specific insurance companies across Life, Property and Casualty and insurance brokerage sectors; and supporting actuarial and operational due diligence processes including maintaining Virtual Data Rooms (VDRs), tracking information requests, reviewing diligence materials and summarizing findings. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and five (5) years of experience in the job offered or in a related role OR Master’s degree (U.S. or foreign equivalent) in Finance, Economics, Business Administration, Management Science, or related field and three (3) years of experience in the job offered or in a related role.
Associate, Banker -- Industry/Country Coverage Goldman Sachs & Co. LLCAssociate, Banker -- Industry/Country CoverageNew York, NY$175,000–$225,000 / yearPrior employment must include two (2) years of experience with: developing and reviewing financial models including operating models, mergers and acquisitions, discounted cash flow, or leveraged buyout; analyzing company data, including strategic operating plans, documentation of live transactions, regulatory filings, annual reports & other public disclosures; preparing bespoke fund level financial models showing gross and net investor returns for each transaction based on proposed equity waterfalls including management fees and carried interest; effectively using private markets data sources such as Preqin and PitchBook to source information and conduct analysis on broader market trends including DPI analysis by cohort, rebased to time zero; reviewing limited partnership agreements for key commercial and economic terms that can impact returns (e.g., quantum, timing, and allocation of cash flows) and risk profile; and private placement rules within US at federal and state level as well as for key international jurisdictions. Requires:Bachelor’s degree (U.S. or foreign equivalent) in Finance, International Economics and Finance, Economics, Business Administration, or related field and two (2) years of experience in the job offered or in a related role.
NewVice President, Banker - Industry/Country Coverage Goldman Sachs & Co. LLCVice President, Banker - Industry/Country CoverageNew York, NY$250,000–$270,000 / yearPrior experience must include five (5) years of experience (if Bachelor’s) or three (3) years of experience (if Master’s) of experience with: applying quantitative valuation methodologies,, including DCF, LBO, accretion/dilution and ability-to-pay analysis, public trading comparables, precedent transactions, and sum-of-the-parts analysis using financial services databases including S&P Global Market Intelligence or Green Street Advisors; supporting transaction processes through the preparation of deal origination pitch materials, engagement letters, marketing materials for sell-side transactions, roadshow presentations and prospectuses for IPOs and other equity offerings, marketing materials for debt offerings, and publicly filed press releases and investor presentations; conducting financial and market analyses to identify potential opportunities and preparing structured analytical materials to support client discussions regarding strategic planning and capital markets decisions; performing detailed quantitative analysis of databases of data and information, including aggregating and interpreting financial and market data to identify trends, risks, and valuation implications; preparing and delivering financial presentations to executive-level corporate clients in the technology, media and telecom sectors on topics such as strategic alternatives, capital markets activities, restructuring alternatives and corporate governance issues at board meetings and pitches and on conference calls; and executing projects, providing updates and advice and preparing presentation materials to senior management. Requires: Bachelor’s degree (U.S. or foreign equivalent) in Economics, Business Administration, Finance, Business Analytics, or a related field AND five (5) years of experience in the job offered or in a related role or Master’s degree (U.S. or foreign equivalent) in Economics, Business Administration, Finance, Business Analytics, or a related field and three (3) years of experience in the job offered or in a related role.
NewUniversal Banker First Horizon BankUniversal BankerFort Lauderdale, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewAsheville Market Leader /Sr Community Banker - Business Banking First Horizon BankAsheville Market Leader /Sr Community Banker - Business BankingAsheville, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
NewSenior Community Banker First Horizon BankSenior Community BankerLake Charles, LAHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
NewUniversal Banker Float First Horizon BankUniversal Banker FloatMaitland, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
NewUniversal Banker-Float First Horizon BankUniversal Banker-FloatRaleigh, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel.
Business Development Director (Private Equity) bdo consultingBusiness Development Director (Private Equity)Los Angeles, CA$150,000–$180,000 / yearUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development plan. Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies.
Managing Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CAStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Licensed Private Client Banker KeyBankLicensed Private Client BankerNewcastle, WAFull timeConsumer 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 Banker Partners Federal Credit UnionPrivate BankerHamlin, FLFull timeThe Private Banker acts as a mentor to Member Experience Professionals, supporting complex member needs, assisting branch leadership, and collaborating with Partners Wealth Management Advisors to ensure optimal member outcomes. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise with growing investment skills.
Associate Private Banker Morgan StanleyAssociate Private BankerNew York, NY$85,000–$140,000 / yearSkills/Abilities: Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Banker & Market Leader Central Bancompany IncPrivate Banker & Market LeaderNaples, FLWithin the first 12 to 18 months, the Market Leader will have established a growing book of high-net-worth relationships, measurable deposit and loan growth in the market, an active and reciprocal network of centers of influence, strong client retention, and a local team operating with a clear, shared sense of direction. The Private Banker & Market Leader is a player-coach role: you will personally build and manage a portfolio of high-net-worth client relationships while leading the growth, performance, and reputation of Central Bank in the Naples market.
Private Banker Morgan StanleyPrivate BankerFort Lauderdale, FLStrong understanding of the suite of all cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Private Banker First Citizens BancShares IncPrivate BankerNCPrivate Banker II - Bachelor''s Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management. Private Banker I - Bachelor''s Degree and 6 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 10 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management.
Wealth Management Private Banker United Community Banks IncWealth Management Private BankerHuntsville, ALRemoteClient Advisory: Guide clients on their overall balance sheet, including investment management, wealth planning, credit, and banking needs. • Networking: Build and maintain strong relationships with internal partners and external influencers such as attorneys, accountants, and financial planners.
Private Banker I UMB Financial CorpPrivate Banker IAlbuquerque, NM$83,810–$131,550 / yearThe posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model.
Private Banker II, (Greater Indianapolis Market) Indianapolis, IN 1st Source CorporationPrivate Banker II, (Greater Indianapolis Market) Indianapolis, INIndianapolis, INWhile performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. Responsible for the coordination and development of banking activities, ensuring a full range of private banking services are provided to high net-worth individuals.
Private Banker II UMB Financial CorpPrivate Banker IIDenver, CO$76,520–$235,810 / yearAdditionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
U.S. Private Bank - Private Banker - Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - AssociateDallas, TXAssist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentBoston, MAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Executive Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive DirectorDallas, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Managing Director JPMorgan Chase & CoU.S. Private Bank - Private Banker - Managing DirectorHouston, TXOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Executive Director / Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Executive Director / Vice PresidentBoston, MAOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
U.S. Private Bank - Private Banker - Senior Associate JPMorgan Chase & CoU.S. Private Bank - Private Banker - Senior AssociateILOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Banker I, Lafayette, IN 1st Source CorporationPrivate Banker I, Lafayette, INLafayette, INWhile performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. • Calls on potential and existing customers to develop new business by promoting company services and products.
NewPrivate Banker - Frisco Extraco Banks, N.A.Private Banker - FriscoFrisco, TexasThe Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients.
Private Banker - West Bell County Extraco Banks, N.A.Private Banker - West Bell CountyHarker Heights, TexasThe Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients.
Private Banker Hancock Whitney BankPrivate BankerFairhope, AlabamaPrivate Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Private Banker 4 Hancock Whitney BankPrivate Banker 4New Orleans, LouisianaPrivate Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Private Banker II First Western Trust BankPrivate Banker IIJackson, WY$32.70–$42.50 / hourThe Private Banker II supports the daily operations of the Profit Center (PC) by managing commercial and complex consumer deposit relationships, providing exceptional client service, and executing accurate, efficient transactions. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
Private Banker-Private Wealth Associated Banc-CorpPrivate Banker-Private WealthMilwaukee, WI$95,060–$162,960 / yearAs a Private Banker, you will expand and deepen relationships with high-net-worth clients by identifying their financial needs and connecting them with tailored lending, deposit, fee income, asset growth, and financial planning solutions. You will serve as a relationship portal across Associated Bank, partnering with internal specialists and relationship teams to deliver a coordinated client experience and support growth in total client assets.
Community Private Banker Peapack-gladstone BankCommunity Private BankerRed Bank, NJ$97,692–$115,000 / yearThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Key Responsibilities: Originate new business opportunities consisting of loans, deposits, treasury management and wealth and develop, manage, and grow a portfolio of small business client client relationships through proactive calling efforts, networking, referrals, and centers of influence.
Private Banker 4 Hancock Whitney CorpPrivate Banker 4LAESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: • Ability to travel if required to perform the essential job functions • Ability to work under stress and meet deadlines • Ability to operate related equipment to perform the essential job functions • Ability to read and interpret a document if required to perform the essential job functions • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. A current Series 63 and 65 registration can substitute for the Series 66 • Must currently possess or be able to obtain a multi-state Life and Health Insurance license within 18 months of employment and be in good standing • CFP, CWS or similar wealth management industry designation or the ability to obtain within 24 months of hire is preferred.
Private Banker Hancock Whitney CorpPrivate BankerHouston, TXJOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management & insurance, estate planning & trust services, which are delivered through holistic financial planning. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
NewPrivate Wealth Associate Path to Private Banker BOK FinancialPrivate Wealth Associate Path to Private BankerPlano, TXThis role is an apprentice position designed to teach the specific policies and operating procedures within Private Wealth, transitioning into a Private Banker role in 24-36 months. The successful candidate will work closely with Private Wealth Advisors, completing client assessments and various projects.
Commercial Private Banker III (Relationship Manager) Peapack Private Bank & TrustCommercial Private Banker III (Relationship Manager)New York, NYFull timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. The Private Banker III serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to provide customized lending, deposit, treasury management, and wealth management solutions consistent with Peapack Private Bank & Trust's relationship-driven culture.
Community Private Banker Peapack Private Bank & TrustCommunity Private BankerRed Bank, NJ$97,692–$115,000 / yearPart timeThere are multiple ways to build relationships and get involved; from joining one of our Cultural Ambassador sub-committees (focused on Wellness, Employee Fun, Diversity & Inclusion, or Environmental Awareness), to participating in community service activities through our Volunteerism outreach, to joining LIFT (Leading Inspiring Females Together), a committee focused on enriching the lives of women. Originate new business opportunities consisting of loans, deposits, treasury management and wealth and develop, manage, and grow a portfolio of small business client client relationships through proactive calling efforts, networking, referrals, and centers of influence.
Premier Private Banker V - Dallas, TX South State BankPremier Private Banker V - Dallas, TXDallas, TXConsults with prospects and clients regarding financial needs; recommend products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Cross-sells Retail, Trust, Mortgage and Treasury Management services such as credit cards, personal trusts, and investment, financial, and estate planning services.