Private Banker jobs in Anderson, SC

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

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Private Client Banker - Greer - Greenvile , SC
  • JPMC Candidate Experience page
  • Greenville, SC 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 having a strong commitment to diversity and inclusion. Here at Chase, you’ll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results.  

    As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources. 

    Job Responsibilities
    • Share the value of Chase Private Client with clients that may be eligible
    • Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
    • Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
    • Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
    • Adhere to policies, procedures and regulatory banking requirements
    Required Qualifications, Capabilities and Skills
    • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
    • Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation
    • Beginning 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
    • Compliance with Dodd Frank/Truth in Lending Act*
    • High school degree, GED or foreign equivalent required 
    • Adherence to policies, procedures, and regulatory banking requirements
    • Ability to work branch hours, including weekends and some evenings 
    Preferred Qualifications, Capabilities and Skills
    • Excellent communication skills
    • College degree or military equivalent strongly preferred
    • Experience cultivating relationships with affluent clients is strongly preferred
    • Strong team orientation with a commitment of long-term career with the firm
    Dodd Frank/Truth in Lending Act
    This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

    In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

    Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:  http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default  

  • 1 Month Ago
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Private Client Banker - Greer - Greenvile , SC
  • JPMorgan Chase
  • Greenville, SC 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
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Private Client Banker (New Build) - Plesantburg and Chalmers - Greenville , SC
  • JPMC Candidate Experience page
  • Greenville, SC 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...
  • 15 Days Ago
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Phlebotomist
  • RIPL TECHNOLOGIES PRIVATE LIMITED
  • Greenville, SC CONTRACTOR
  • As a Phlebotomist, you'll be the first point of contact for patients, providing quality blood samples and creating a comfortable environment during their visit. You'll draw blood samples with precisio...
  • Just Posted
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Medical Records Clerk
  • BuzzClan Private Limited
  • Greenville, SC FULL_TIME
  • Overview:We are seeking a detail-oriented and organized individual to join our team as a Medical Records Clerk. As a Medical Records Clerk, you will play a crucial role in maintaining accurate and up-...
  • 29 Days Ago
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Personal Care Assistant/Home Health Aide
  • A&C Private HomeCare
  • Marietta, SC PART_TIME
  • Caregiver/Personal Assistant We are a home care agency based in Norcross, Georgia, dedicated to providing personalized care services to patients who are experiencing day-to-day challenges due to aging...
  • 1 Month Ago
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0 Private Banker jobs found in Anderson, SC area

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Assistant General Manager
  • Dunkin'
  • Anderson, SC
  • Description American Runs on Dunkin'! Dunkin' runs on People! Join our team now for great opportunities to learn and gro...
  • 4/24/2024 12:00:00 AM
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CNA Hospice Monday-Friday Dayshift
  • PruittHealth
  • Anderson, SC
  • CERTIFIED NURSING ASSISTANT CNA - Monday-Friday 8:30a-5p HOSPICE SERVICES Join the PruittHealth Hospice family, where th...
  • 4/24/2024 12:00:00 AM
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High Value Residential Insurance Inspector
  • Signature Companies
  • Anderson, SC
  • Job Description Signature is looking to add a Field Consultant for the following counties: Abbeville, Anderson, Oconee A...
  • 4/24/2024 12:00:00 AM
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Dining Service Cook
  • Capital Senior Living
  • Anderson, SC
  • Find your joy here, at NORTH POINTE, a Sonida Senior Living community! We offer a comprehensive benefit package to inclu...
  • 4/24/2024 12:00:00 AM
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Loan Processor
  • RemX The Workforce Experts
  • Greenville, SC
  • Job Description Job Description RemX has a great opportunity for a Mortgage Loan Assistant with a growing mortgage banki...
  • 4/23/2024 12:00:00 AM
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Commodity Manager
  • Scn - Search Consulting Network
  • Greenville, SC
  • Do you have at least 10 years of Indirect Commodity Purchasing Experience? Do you have experience sourcing multi-plant r...
  • 4/22/2024 12:00:00 AM
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Loan Officer
  • Paramount Residential Mortgage Group
  • Anderson, SC
  • Overview: PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best...
  • 4/21/2024 12:00:00 AM
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Commodity Manager
  • SCN - Search Consulting Network
  • Greenville, SC
  • Do you have at least 10 years of Indirect Commodity Purchasing Experience? Do you have experience sourcing multi-plant r...
  • 4/20/2024 12:00:00 AM
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About Anderson, South Carolina

Anderson is a city in and the county seat of Anderson County, South Carolina, United States. The population was 26,686 at the 2010 census, and the city was the center of an urbanized area of 75,702. It is one of the principal cities in the Greenville-Anderson--Mauldin Metropolitan Statistical Area, which had a population of 824,112 at the 2010 census. It is further included in the larger Greenville-Spartanburg-Anderson, South Carolina Combined Statistical Area, with a total population of 1,266,995, at the 2010 census. Anderson is just off Interstate 85 and is 120 miles (190 km) from Atlanta an...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,453 to $99,161
Anderson, South Carolina area prices
were up 1.5% from a year ago
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What does a Private Banker do?

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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.
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