Private Banker jobs in Port Saint Lucie, FL

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

J
Private Client Banker - Post Commons - Melbourne, FL
  • JPMorgan Chase
  • Melbourne, FL 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 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
  • 12 Days Ago
Apply this Job
N
Sales Home Care Private Duty
  • Nightingale Private Care (an AccordCare Company)
  • Vero Beach, FL FULL_TIME
  • AccordCare and our family of brands, including Nightingale Private Care, an ACHC accredited agency is seeking experienced Sales Reps. We focus on our employees to ensure they have a healthy work and l...
  • 1 Month Ago
Apply this Job
C
Real Estate Sales Associate
  • Coldwell Banker Paradise
  • Vero Beach, FL FULL_TIME,PART_TIME
  • Have you ever wondered if you have the right kind of personality to succeed as a real estate sales associate? What are the traits of top-producing real estate sales associates, and do you share simila...
  • Just Posted
Apply this Job
C
Real Estate Agent - New or Existing
  • Coldwell Banker Paradise
  • Vero Beach, FL FULL_TIME
  • Coldwell Banker Paradise is looking for motivated real estate agents. No experience necessary. We will train you. If you are a newly licenced real estate agent, in the process of getting your real est...
  • Just Posted
Apply this Job
C
Real Estate Agent - New or Existing
  • Coldwell Banker Paradise
  • Hutchinson, FL FULL_TIME
  • Coldwell Banker Paradise is looking for motivated real estate agents. No experience necessary. We will train you. If you are a newly licenced real estate agent, in the process of getting your real est...
  • 1 Day Ago
Apply this Job
C
Real Estate Agent - New or Existing
  • Coldwell Banker Paradise
  • Indialantic, FL FULL_TIME
  • Coldwell Banker Paradise is looking for motivated real estate agents. No experience necessary. We will train you. If you are a newly licenced real estate agent, in the process of getting your real est...
  • 2 Days Ago
Apply this Job
View All Private Banker Jobs
Salary Company Skills How To Become Job Openings
Filters

Clear All
  • Filter Jobs by companies
  • More
Salary Company Skills How To Become Job Openings

0 Private Banker jobs found in Port Saint Lucie, FL area

W
Senior Private Banker
  • Wolfcreek Consulting Inc
  • Palm Beach Gardens, FL
  • Job Description Job Description Overview: The Private Banking Officer serves as relationship manager for a portfolio of ...
  • 4/29/2024 12:00:00 AM
Apply this job
O
Investment Manager - Project Finance & Capital Markets
  • One Search
  • West Palm Beach, FL
  • Our client is an entrepreneurial developer, owner, operator of renewable energy and energy storage projects, backed by s...
  • 4/28/2024 12:00:00 AM
Apply this job
O
Investment Manager - Project Finance & Capital Markets
  • ONE SEARCH
  • West Palm Beach, FL
  • Our client is an entrepreneurial developer, owner, operator of renewable energy and energy storage projects, backed by s...
  • 4/27/2024 12:00:00 AM
Apply this job
W
Senior Private Banker
  • Wolfcreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/27/2024 12:00:00 AM
Apply this job
W
Senior Private Banker
  • WolfCreek Consulting
  • Palm Beach Gardens, FL
  • The Private Banking Officer serves as relationship manager for a portfolio of high net worth individuals, including, but...
  • 4/25/2024 12:00:00 AM
Apply this job
View All Private Banker Jobs

About Port Saint Lucie, Florida

Port St. Lucie is a city in St. Lucie County, Florida, United States. It is the most populous municipality in the county with a population of 164,603 at the 2010 census due to its rapid growth during the 2000s. It is located 125 miles southeast of Orlando, and 114 miles northwest of Miami.In 2017, the United States Census Bureau estimated the city's population at 189,344. The Port St. Lucie Metropolitan Area includes the counties of St. Lucie County & Martin County and as of 2016 had an estimated population of 465,208. Port St. Lucie is also contained within the Miami - Fort Lauderdale - Port ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$68,695 to $100,987
Port Saint Lucie, Florida area prices
were up 1.5% from a year ago
View detail

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