Banker Salary at Laufer BETA

Overview: PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio. May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. What you will do Develop new relationships externally through referrals

Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If youre a people person who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills along with your broad range of financial knowledge youll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. Youll get to know customers personal financial goals and recommend tailored solutions to help achieve them like planning for the future, buying a home or opening a new credit card. Youll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youll collabo

Job Description Job Description Universal Banker Must have prior cash handling or banking experience Schedule: Monday-Friday + 3 weekend days per month Pay $18/hr Duties: Process banking transactions including deposits and withdrawals Resolve inquiries regarding customer accounts Greet customers upon entry and assist them with any banking needs Cash handling and register management Skills: Strong organizational and time management skills Excellent communication skills, both verbal and written Attention to detail

COMPANY DESCRIPTION: Our client is a newly formed, well capitalized multi-family office with headquarters in NYC. Employees of this firm work in the office 3 days per week on average. JOB DESCRIPTION: Our client is seeking an experienced and detail-oriented Client Advisor to take primary day-to-day responsibility for managing the investment activity of one of the anchor family clients. This role will involve actively monitoring and coordinating all aspects of the client’s investment portfolio, tax strategy, liquidity planning, and investment-related administration. While initially the candidate will focus exclusively on one anchor family, the expectation is that over time each of the Client Advisors will become familiar with all anchor families in order to provide team collaboration and best practices across the client base. JOB REQUIREMENTS: -At least 5 years of experience working for a wealth management firm, multi-family office, single family office, or other financial services firm

Location: 270 S Little Tor Road - New City, New York 10956 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward attracting new clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence in their finances. The Personal Banker is a client first, sales-driven, self-motivated, and competitive individual. Strong and effective teamwork, paired with communication polish and confidence, are critical for this role. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and

Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If youre a people person who enjoys building positive relationships with customers, then this is the job for you! Using your strong communication and problem-solving skills along with your broad range of financial knowledge youll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs. Youll get to know customers personal financial goals and recommend tailored solutions to help achieve them like planning for the future, buying a home or opening a new credit card. Youll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. Youll collabo

Value Proposition: Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview: This is a full-time career opportunity (approximately 40 hours per week) based out of our Hunterdon County financial center in Flemington, NJ. Must be available to be scheduled around branch operation hours (no Sundays). Responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. Provide customers with a one stop experience to fulfill all of their financial needs from account opening and maintenance

Rotates and splits time between the teller line and platform to control the flow of traffic during peak times depending on where help is most needed. Multitasks among multifaceted job roles to address all service or transaction needs, including cash transactions and opening basic accounts. Cultivates a robust customer-focused bank culture with a commitment to create a value-added positive customer experience that leads to increased satisfaction and sales. Develops and maintains account relationships with a high level of professionalism that meets and exceeds customer expectations by efficiently handling opening and closing of accounts, servicing accounts, and contacting clients regularly. Identifies sales, cross-selling, and referral opportunities by conducting an accurate, thorough customer assessment that determines financial expectations, needs, and goals. Uses a demonstrated commitment to operational integrity, policies, procedures, and banking regulations to ensure that compliance