Private Banker jobs in Lawrence, MA
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-Newburyport Branch
- JPMC Candidate Experience page
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Newburyport, MA
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’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 ActThis 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
Private Client Banker-Newburyport Branch
- JPMorgan Chase
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Newburyport, MA
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) Middleton Burleys Corner
- JPMC Candidate Experience page
-
Middleton, MA
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...
- 13 Days Ago
Cleaner Housekeeper
- Private Residence
-
Danvers, MA
PART_TIME
- We are seeking a Cleaner Housekeeper to perform a variety of cleaning and laundry duties. This is a private home.Responsibilities:Clean residential homeLaundry duties including ironingMaintain working...
- 15 Days Ago
Medical Assistant Urgent Care
- Incubation Systems Private Limited
-
Danvers, MA
PART_TIME,CONTRACTOR
- Medical Assistant needed for a contract job in Danvers, Mass.This is a fast paced Surgical practice . M-F 8:30-5:00pm Rooming Vitals Verifying two ID's Medical and medication history Prepping for Surg...
- 1 Month Ago
Home Health Aide
- Private Home Care Service
-
Newburyport, MA
FULL_TIME
- We are seeking CNA's, HHA's, PCA's to become a part of our team! You will provide routine healthcare to patients at the patient's home or in a care facility.Responsibilities:Provide routine individual...
- 1 Month Ago
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0 Private Banker jobs found in Lawrence, MA area
Senior Relationship Specialist (Senior Teller)
- Bankprov
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Newburyport, MA
- Job Description Job Description BankProv BankProv is a future-ready commercial bank that offers a comprehensive suite of...
- 4/25/2024 12:00:00 AM
Associate
- Locust Walk
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Boston, MA
- Job Description: Associate Office: Boston, MA; must currently reside in the Boston area or be willing to relocate there ...
- 4/25/2024 12:00:00 AM
Investment Banking Vice President (or Senior Associate) Automotive Aftermarket
- Jefferies
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Boston, MA
- Jefferies Financial Group Inc. (‘‘Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.S.-headquartered global full service, i...
- 4/24/2024 12:00:00 AM
Associate, Capital Markets
- G2 Capital Advisors
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Boston, MA
- G2 Capital Advisors (www.g2cap.com) is a multi-product and sector-focused investment bank and restructuring firm. G2 was...
- 4/24/2024 12:00:00 AM
LLM Data Scientist
- Intralinks Inc.
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Boston, MA
- SS&C is a global provider of investment and financial services and software for the financial services and healthcare in...
- 4/24/2024 12:00:00 AM
Investment Banking Vice President (or Senior Associate) Automotive Aftermarket
- Jefferies
-
Boston, MA
- Jefferies Financial Group Inc. (Jefferies, we, us or our) is a U.S.-headquartered global full service, integrated invest...
- 4/23/2024 12:00:00 AM
Private Equity Associate
- Dartmouth Partners
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Boston, MA
- A Boston-based private equity firm is looking for an Associate to join their team in 2024. If you are an investment bank...
- 4/22/2024 12:00:00 AM
Private Equity Associate
- Dartmouth Partners
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Boston, MA
- A Boston-based private equity firm is looking for an Associate to join their team in 2024. If you are an investment bank...
- 4/21/2024 12:00:00 AM
About Lawrence, Massachusetts
According to the United States Census Bureau, the city has a total area of 7.4 square miles (19 km2), of which 7.0 square miles (18 km2) is land and 0.4 square miles (1.0 km2) (6.07%) is water. Lawrence is on both sides of the Merrimack River, approximately 26 miles (42 km) upstream from the Atlantic Ocean. On the north side of the river, it is surrounded by Methuen. On the south side of the river, the town is bordered by North Andover to the east, and Andover to the south and southwest. Lawrence is approximately 30 miles (48 km) north-northwest of Boston and 27 miles (43 km) southeast of Manc...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$78,049 to $114,739
Lawrence, Massachusetts area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
What does a Private Banker do?
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