Private Banker jobs in Vallejo, CA
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, Diablo Hills Market Area
- JPMorgan Chase
-
Concord, CA
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 - 1 Month Ago
Armed Guard
- Norcal Private Protection
-
Fairfield, CA
FULL_TIME
- Norcal Private Protection, PPO#119906, is currently looking for a full-time armed officer in Fairfield! Officer’s duties include, but are not limited to foot patrol and vehicle patrol of property, and...
- 7 Days Ago
Unarmed Security Officer
- American Custom Private Security Inc
-
Vallejo, CA
FULL_TIME
- Company Overview: American Custom Private Security, Inc (ACPS). is a California for-profit corporation, established in 2008. ACPS performs both commercial and government contract security services. Ou...
- 29 Days Ago
Relationship Banker
- Bank of America
-
Napa, CA
FULL_TIME
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
- Just Posted
Personal banker
- Umpqua Bank
-
Napa, CA
FULL_TIME
- About the Role The Personal Banker is responsible for delivering an exceptional customer experience. They will build new and expand existing relationships with clients by asking questions to identify ...
- Just Posted
Personal banker
- Citi
-
Concord, CA
FULL_TIME
- The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The ove...
- Just Posted
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0 Private Banker jobs found in Vallejo, CA area
Investment Analyst
- Evolve Talent Partners
-
San Francisco, CA
- Investment Analyst Investment Bank San Francisco, CA Summary: A leading boutique investment banking firm serving growing...
- 4/25/2024 12:00:00 AM
Client Services Associate
- Harrison Gray Search & Consulting
-
San Francisco, CA
- Harrison Gray Search has partnered with a San Francisco-based private investment office seeking an Associate on their Cl...
- 4/25/2024 12:00:00 AM
Client Service Manager
- net-worm.com
-
San Francisco, CA
- **Client Service Manager** ** San Francisco Bay Area 1 month ago 45 applicants** ** Welcome back** Sign in to save **Cli...
- 4/25/2024 12:00:00 AM
Client Service Manager
- Kron-Tv
-
San Francisco, CA
- **Client Service Manager** ** San Francisco Bay Area 1 month ago 45 applicants** ** Welcome back** Sign in to save **Cli...
- 4/25/2024 12:00:00 AM
Investment Banking Analyst, TMT
- Jefferies
-
- 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
Investment Banking Associate, TMT
- Jefferies
-
- 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
Investment Analyst
- Evolve Talent Partners
-
San Francisco, CA
- Investment Analyst Investment Bank San Francisco, CA Summary: A leading boutique investment banking firm serving growing...
- 4/23/2024 12:00:00 AM
PW Market Manager
- Canadian Imperial Bank Of Commerce
-
San Francisco, CA
- Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedi...
- 4/23/2024 12:00:00 AM
About Vallejo, California
Vallejo (/vəˈleɪ(h)oʊ/ və-LAY-(h)oh; Spanish: [baˈʎexo]) is a waterfront city in Solano County, California, located in the North Bay subregion of the San Francisco Bay Area. Vallejo is geographically the closest North Bay city to the inner East Bay, so it is sometimes associated with that region. Its population was 115,942 at the 2010 census. It is the tenth most populous city in the San Francisco Bay Area, and the largest in Solano County. Vallejo sits on the northeastern shore of San Pablo Bay, 30 miles north of San Francisco, the northwestern shore of the Carquinez Strait and the southern e...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$82,215 to $120,863
Vallejo, California area prices
were up 2.5% from a year ago
were up 2.5% 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