Private Banker jobs in Cary, NC
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 Client Banker - Cary Hwy 55 and Mahal - Cary, NC
- JPMC Candidate Experience page
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Cary, NC
FULL_TIME
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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 will 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.
As a Private Client Banker in Branch Banking, 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 will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities- Shares the value of Chase Private Client with clients that may be eligible
- Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
- Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Makes 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
- Adheres 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
- 1 year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships 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
- High school degree, GED, or foreign equivalent
- 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
- Experience cultivating relationships with affluent clients
- 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.aspx - 21 Days Ago
Private Client Banker (New Build) - McCullers Crossing - Raleigh, NC
- JPMC Candidate Experience page
-
Raleigh, NC
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
Private Client Banker (New Build) - McCullers Crossing - Raleigh, NC
- JPMorgan Chase
-
Raleigh, NC
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
Private Client Banker - Cary Hwy 55 and Mahal - Cary, NC
- JPMorgan Chase
-
Cary, NC
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...
- 23 Days Ago
Optometrist - Full Time- Full-Scope Care Private Equity (Great Growth Position) - Smithfield, NC
- Private practice
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Smithfield, NC
FULL_TIME
- Optometrist - Full Time- Full-Scope Care Private Equity (Great Growth Position) - Smithfield, NC*Licensed new grads, and experienced doctors are encouraged to apply!We are a doctor-driven organization...
- 13 Days Ago
Nurse Practitioner/Physician Assistant-Duke MFM
- PRIVATE DIAGNOSTIC CLINIC PLLC
-
Raleigh, NC
FULL_TIME
- Advanced Practice Provider - Duke MFM (Nurse Practitioner or Physician Assistant)The Private Diagnostic Clinic (PDC) of Duke Health is the world-class, multi-specialty physician practice comprised of ...
- 7 Days Ago
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0 Private Banker jobs found in Cary, NC area
WAREHOUSE NIGHT LOADER for RALEIGH (698)
- Usiinc
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Raleigh, NC
- WAREHOUSE NIGHT LOADER for RALEIGH (698) page is loaded **WAREHOUSE NIGHT LOADER for RALEIGH (698)** **WAREHOUSE NIGHT L...
- 4/23/2024 12:00:00 AM
Teller Retail Banker
- Woodforest National Bank
-
Raleigh, NC
- Take the next step toward your new career today!Become a part of the diverse and inclusive team within our nationally re...
- 4/22/2024 12:00:00 AM
Customer Service (CS) Portfolio Manager (Cary, NC)
- Siemens Industry Software GmbH
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Cary, NC
- **Customer Service (CS) Portfolio Manager (Cary, NC)** * Cary, United States of America * Product Management, Portfolio ...
- 4/22/2024 12:00:00 AM
Loan Officer
- Lennar Mortgage
-
Morrisville, NC
- Overview Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team me...
- 4/21/2024 12:00:00 AM
Loan Officer Associate
- Lennar Mortgage
-
Morrisville, NC
- Overview Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team me...
- 4/19/2024 12:00:00 AM
Assistant Project Manager - Asset Management
- Dewberry
-
Raleigh, NC
- Job Description: Dewberry's Raleigh, NC office is seeking an Assistant Project Manager (APM) Asset Management. The APM i...
- 4/19/2024 12:00:00 AM
CML Loan Closing and Service Specialist Sr.
- Huntington National Bank
-
Raleigh, NC
- Description Summary Senior level position serving as the primary service contact and loan closer for assigned Commercial...
- 4/19/2024 12:00:00 AM
Senior Relationship Banker
- First Horizon Bank
-
Durham, NC
- Provides quality, accurate and timely customer service. Promotes bank products through positive proactive sales, informs...
- 3/8/2024 12:00:00 AM
About Cary, North Carolina
Cary /ˈkæri/ is the seventh-largest municipality in North Carolina. Cary is predominantly in Wake County, with a small area in Chatham County in the U.S. state of North Carolina and is the county's second-largest municipality, as well as the third-largest municipality in The Triangle of North Carolina after Raleigh and Durham.
The town's population was 135,234 as of the 2010 census (an increase of 43.1% since 2000), making it the largest town and seventh-largest municipality statewide. As of April 2018[update], the town's estimated population was 162,025, though Cary was still considered a tow...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,253 to $104,748
Cary, North Carolina area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
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