Private Banker jobs in Buffalo, NY
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
Private Mortgage Banker
- B10 Wells Fargo Bank, N. A.
-
Greenwich, CT
FULL_TIME
- About this role: Wells Fargo is seeking a... In this role, you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2 years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Private Mortgage Banking Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Pay Range $0.00 - $0.00 Benefits Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees. 401(k) Plan Paid Time Off Parental Leave Critical Caregiving Leave Discounts and Savings Health Benefits Commuter Benefits Tuition Reimbursement Scholarships for dependent children Adoption Reimbursement Posting End Date: 4 Apr 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They 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. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune’s 2023 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.
- 18 Days Ago
Private Mortgage Banker (SAFE)
- B10 Wells Fargo Bank, N. A.
-
Center, PA
FULL_TIME
- About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In ...
- 22 Days Ago
Private Client Banker - East Aurora, NY
- JPMorgan Chase
-
Orchard, NY
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...
- 28 Days Ago
Private Client Banker- East Aurora, NY
- JPMorgan Chase & Co
-
Orchard, NY
FULL_TIME
- JOB DESCRIPTION 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 expect...
- 1 Month Ago
Private Client Banker- East Aurora, NY
- JPMorgan Chase
-
Buffalo, NY
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
Audiologist
- Private Hearing Healthcare Practice
-
Orchard, NY
PART_TIME,FULL_TIME
- Universal Audiology is seeking a Part or Full-Time Audiologist for their location in Orchard Park, NY area. We are a privately-owned, family practice, committed to providing outstanding hearing health...
- 9 Days Ago
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0 Private Banker jobs found in Buffalo, NY area
Banking Services Associate
- Ctg
-
Buffalo, NY
- CTG is looking for a Banking Services Associate to join their client's team in the Buffalo, NY area. Duration- Long Term...
- 4/18/2024 12:00:00 AM
PT Bank Teller
- Adecco US, Inc.
-
Buffalo, NY
- We are currently hiring for a part time bank teller in Buffalo, NY Here are some of the responsibilities you'll have: Pe...
- 4/18/2024 12:00:00 AM
Risk Manager, Commercial Loan Asset Management
- Arbor Realty Trust
-
Tonawanda, NY
- The Risk Manager will manage the assets within a portfolio of performing multifamily loans within the Arbor Private Labe...
- 4/18/2024 12:00:00 AM
Capital Project Manager
- Judge Direct Placement
-
Buffalo, NY
- Engineering Project Manager As the Capital Projects Manager, you will play a pivotal role in driving operational excelle...
- 4/16/2024 12:00:00 AM
Asset Protection Lead
- Macys
-
Buffalo, NY
- About: Macys is proudly Americas Department Store. Theres a reason weve been around for 160 years. Customers come to us ...
- 4/16/2024 12:00:00 AM
Banking Services Associate
- CTG
-
Buffalo, NY
- CTG is looking for a Banking Services Associate to join their client's team in the Buffalo, NY area. Duration- Long Term...
- 4/14/2024 12:00:00 AM
Capital Project Manager
- Judge Direct Placement
-
Buffalo, NY
- Engineering Project Manager As the Capital Projects Manager, you will play a pivotal role in driving operational excelle...
- 4/14/2024 12:00:00 AM
Risk Manager, Commercial Loan Asset Management
- Arbor Realty Trust
-
Tonawanda, NY
- The Risk Manager will manage the assets within a portfolio of performing multifamily loans within the Arbor Private Labe...
- 4/14/2024 12:00:00 AM
About Buffalo, New York
Buffalo is the second largest city in the U.S. state of New York and the largest city in Western New York. As of July 2016[update], the population was 256,902. The city is the county seat of Erie County and a major gateway for commerce and travel across the Canada–United States border, forming part of the bi-national Buffalo Niagara Region.
The Buffalo area was inhabited before the 17th century by the Native American Iroquois tribe and later by French settlers. The city grew significantly in the 19th and 20th centuries as a result of immigration, the construction of the Erie Canal and rail tra...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,034 to $104,425
Buffalo, New York area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Private Banker do?
Private Banker in Topeka, KS
As a result, many private banks plan to expand their business in Asia.
December 03, 2019
Private Banker in Albany, NY
PRIVATE banking means different things to different people.
January 16, 2020
Private Banker in Durham, NC
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.
January 07, 2020