Private Banker jobs in Lima, OH
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 - Cable Rd - Lima, OH
- JPMC Candidate Experience page
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Lima, OH
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 - 6 Days Ago
Private Client Banker - Cable Rd - Lima, OH
- JPMorgan Chase
-
Lima, OH
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...
- 8 Days Ago
Private Client Banker - Harding Hwy - Lima, OH
- JPMC Candidate Experience page
-
Lima, OH
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...
- 2 Months Ago
High Value Residential Insurance Inspector
- Signature Companies - Private Client
-
Findlay, OH
CONTRACTOR
- Signature Companies is looking to add an Inspector for the following counties: Hancock, Wood, Sandusky, Seneca, Wyandot. Are you looking for a new career that allows you to work independently, is flex...
- 11 Days Ago
Real Estate Acquisitions Manager
- Macpower Digital Assets Edge Private Limited
-
Oakwood, OH
FULL_TIME
- Job Summary: The ideal candidate is a motivated and goal oriented multi-tasker with a successful track record of exceeding goals. Prior real estate investment and transactional experience, along with ...
- 1 Month Ago
Relationship Banker
- Premier Bank
-
Findlay, OH
FULL_TIME
- Position Title: Relationship Banker Department: Retail Position Reports to: Branch Manager Position Supervises: No Direct Reports Position Summary: A Relationship Banker will delivers exceptional cust...
- 4 Days Ago
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0 Private Banker jobs found in Lima, OH area
Wealth Management Operations Administrator
- CITIZENS NATIONAL BANK
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Van Wert, OH
- Job Description Job Description Job Title: Wealth Management Operations Administrator Location: Van Wert Status: Full Ti...
- 4/23/2024 12:00:00 AM
KFC Restaurant General Manager
- KFC
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Lima, OH
- Looking for a rewarding career in the fast-food industry? KBP Foods, a leading franchisee of KFC, is hiring a Restaurant...
- 4/23/2024 12:00:00 AM
Territory Retail Lead Trainee - Retention Bonus!
- Anderson Merchandisers, L.L.C.
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Lima, OH
- WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great in...
- 4/23/2024 12:00:00 AM
Caregiver - Vanwert
- Right At Home
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Lima, OH
- Right at Home, In Home Care and Assistance, is seeking to hire DIRECT SUPPORT PROFESSIONALS to join a dynamic care team ...
- 4/23/2024 12:00:00 AM
Companion - Vanwert
- Right At Home
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Lima, OH
- Right at Home, In Home Care and Assistance, is seeking to hire DIRECT SUPPORT PROFESSIONALS to join a dynamic care team ...
- 4/23/2024 12:00:00 AM
Patient Financial Services Educator and Project Specialist (FT Salaried)
- Blanchard Valley Health System
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Findlay, OH
- PURPOSE OF THIS POSITION The purpose of this job is to develop training, organize classes, implement processes and upgra...
- 4/21/2024 12:00:00 AM
Manager of Risk Management (FT Salaried)
- Blanchard Valley Health System
-
Findlay, OH
- PURPOSE OF THIS POSITION The purpose of the position is to support the Legal, Risk Management, and Corporate Compliance ...
- 4/21/2024 12:00:00 AM
Business Banking Officer
- CITIZENS NATIONAL BANK
-
Findlay, OH
- Job Description Job Description Job Title: Business Banking Officer Location: Findlay, OH Status: Full Time FSLA Job Cla...
- 4/21/2024 12:00:00 AM
About Lima, Ohio
Lima (/ˈlaɪmə/ LY-mə) is a city in and the county seat of Allen County, Ohio, United States. The municipality is located in northwestern Ohio along Interstate 75 approximately 72 miles (116 km) north of Dayton and 78 miles (126 km) south-southwest of Toledo.
As of the 2010 census, the city had a population of 38,771. It is the principal city of and is included in the Lima, Ohio metropolitan statistical area, which is included in the Lima–Van Wert–Wapakoneta, OH, combined statistical area. Lima was founded in 1831.
The Lima Army Tank Plant, built in 1941, is the sole producer of the M1 Abrams....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$68,768 to $101,095
Lima, Ohio area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
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