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.
Private Banker- Richmond First Citizens BancShares IncPrivate Banker- RichmondRichmond, VABachelor''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. The Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families.
Private Banking - Sr Banker - Mexico Coverage - Miami / Houston Santander USPrivate Banking - Sr Banker - Mexico Coverage - Miami / HoustonMiami, FLAs the main point of contact for the client, the Banker’s primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new clients. The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $4MM in liquid/investable assets.
Relationship Banker Business Specialist The PNC Financial Services Group IncRelationship Banker Business SpecialistSpringfield, VAProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Sr Commercial Banker Dickinson Financial CorporationSr Commercial BankerColorado Springs, COExcels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review—to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. + Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
Relationship Banker II - Nashville Area Branches Regions Financial CorpRelationship Banker II - Nashville Area BranchesNashville, TNJob Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
Relationship Banker I - Eupora Main Branch Regions Financial CorpRelationship Banker I - Eupora Main Brancheupora, MSFollows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law.
NewRemote Mortgage Banker - Nationwide The Federal Savings BankRemote Mortgage Banker - NationwideChicago, ILRemotePersonalized marketing options, robust marketing support program(s), mobile app, and the latest technology gives our Mortgage Bankers the edge they need to compete and win! To further extract business from these partnerships, we are seeking qualified retail loan officers who want to help cultivate these relationships, build new ones, and work together to grow their business to the next level.
Private Banker Kleberg BankPrivate BankerCorpus Christi, TXYou will use a proactive and disciplined approach as directed by the Private Banking Manager, to retain and grow existing relationships and to develop new relationships by actively soliciting referrals from internal and external sources, as well as using tools and resources provided by management. Partner with Bank resources including Financial Wealth Advisors, Treasury Officers, and Commercial Relationship Managers to provide or connect clients with expertise to help them with their specialized financial needs, including all borrowing, depository, or investment needs.
Private Banker TowneBankPrivate BankerWinston Salem, NCTowneBank has a culture that: Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable rate of return for our shareholders, a bright future for our dedicated bankers, and a leadership role for our bank in promoting the social, cultural, and economic well-being of our community. Embraces our hometown banking philosophy, where our family members, directors and employees are active volunteers, serving on numerous boards and donating their time and talents to local organizations.
Private Banker Morgan StanleyPrivate BankerOak Brook, IllinoisStrong 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.
NewPrivate Banker III First WesternPrivate Banker IIIFort Collins, CO$63,000–$88,200 / yearOur 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. Assist with treasury management implementation, daily support, and reviews of commercial client reporting, bonus rate approvals, ECR exceptions, and credit limit products.
Commercial Private Banker III Peapack-gladstone BankCommercial Private Banker IIITeaneck, NJ$168,812–$275,000 / yearThe Commercial Private Banker III - Commercial & Industrial (C&I) serves as a trusted advisor to business owners and senior executives and works collaboratively with internal partners to deliver customized lending, deposit, Treasury Management, Wealth Management, Trust, and other banking solutions aligned with Peapack Private Bank & Trusts relationship-driven culture. There 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.
NewVice President and Private Banker The National Bank of IndianapolisVice President and Private BankerIndianapolis, INThe National Bank of Indianapolis is seeking a Vice President and Private Banker to develop and manage high-value client relationships while driving portfolio growth and delivering exceptional service. This role blends business development, credit expertise, and relationship management serving as a trusted advisor to clients while partnering across the Bank to provide tailored financial solutions.
Premier Private Banker V - Dallas, TX Southstate BankPremier Private Banker V - Dallas, TXDallas, TexasConsults 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.
Private Banker / Relationship Manager Los Angel Selby Jennings LtdPrivate Banker / Relationship Manager Los AngelLos Angeles, CAThe firm offers a highly entrepreneurial environment, combining the strength and stability of an established global platform with the flexibility for bankers to further develop their client franchise and deliver bespoke wealth management solutions to sophisticated clients. A leading international private bank with a long-standing reputation in wealth management is seeking an experienced Private Banker / Relationship Manager to join its expanding Los Angeles office.
Private Banker / Relationship Manager Miami Selby Jennings LtdPrivate Banker / Relationship Manager MiamiMiami, FLA leading international private bank with a strong reputation in wealth management is seeking an experienced Private Banker / Relationship Manager to join its growing Miami team. The firm is particularly well-positioned to support international, cross-border, and entrepreneurial clients, offering a sophisticated investment platform and a highly client-centric approach.
Private Banker FNB CorpPrivate BankerPittsburgh, PAConstructively interacts with other lines of business partners across a wide range of functional areas to provide a consistently outstanding service level with respect to new loan processing, underwriting and closing, deposit account servicing and expansion, wealth management and insurance relationship development. Maintains and develops existing private banking relationships, provides quality service and advice and cross sells products and services including deposits, loans, wealth and insurance services.
Technical Lead Product Designer - AI Private Banker NubankTechnical Lead Product Designer - AI Private BankerMiami, FloridaSolid expertise in Product Design (UI, UX, and Research); Experience in digital products; Excellent English: verbal and written communication skills; Ability to work well in a highly collaborative and cross-functional team; Ability to thrive in a fast-paced, dynamic startup environment; Ability to influence prioritization in an agile environment. In this context, you’ll help define the design vision, systems, cultural anchors and rituals that make this product feel unmistakably Nubank: clear, kind, and empowering - bridging product-specific excellence with company-wide coherence.
International Private Banker Morgan StanleyInternational Private BankerPasadena, CA$110,000–$185,000 / yearWorking in close partnership with Financial Advisors, International Lending Advisors, Market and Branch Management, and product partners, the International Private Banker identifies, develops, and executes banking and lending opportunities while helping Financial Advisors deepen client relationships through the full suite of Morgan Stanley banking solutions. Complementing the Firm's comprehensive wealth management offering, including brokerage, investment advisory, financial planning, and wealth planning services, Morgan Stanley continues to expand its lending and cash management capabilities through specialized private banking solutions designed for international clients.