Private Banker jobs in Windham, ME
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 - Falmouth Branch
- JPMC Candidate Experience page
-
Falmouth, ME
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 - 19 Days Ago
Site Documentation Specialist
- KYYBA INDIA PRIVATE LIMITED
-
Lewiston, ME
CONTRACTOR
- Responsibilities The Site Documentation Controller is responsible, under direction of the Site Manager, for all handling of documentation on site. The Site Documentation Controller is responsible for ...
- 12 Days Ago
Administrative Assistant
- KYYBA INDIA PRIVATE LIMITED
-
Lewiston, ME
CONTRACTOR
- Responsibilities The Site Documentation Controller is responsible, under direction of the Site Manager, for all handling of documentation on site. The Site Documentation Controller is responsible for ...
- 12 Days Ago
HR Customer Service Representative
- US Tech Solutions Private Limited
-
Scarborough, ME
CONTRACTOR,FULL_TIME
- *Job Title: HR Customer Service Representative *Location: Scarborough, ME *Duration: 6 months contract with possible Extension, Full-Time * Employment Type: W-2 Job Description: · Act as the first poi...
- 1 Day Ago
Personal Banker
- KeyBank
-
Auburn, ME
FULL_TIME
- Location:600 Center Street - Auburn, Maine 04210Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients i...
- 22 Days Ago
Associate banker
- JPMorgan Chase & Co.
-
Falmouth, ME
FULL_TIME
- We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and ...
- 1 Day Ago
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0 Private Banker jobs found in Windham, ME area
Customer Service Associate - Patient Financial Services - No Experience Required
- Maine Health
-
Portland, ME
- Full Time 110 Free St. Clerical/Administrative Support Day Shift This is an onsite position with time split between the ...
- 4/27/2024 12:00:00 AM
Patient Financial Services Associate II - Hospital Billing
- Maine Health
-
Scarborough, ME
- Full Time 301A Route 1 Clerical/Administrative Support Day Shift MaineHealth is actively recruiting and interviewing can...
- 4/27/2024 12:00:00 AM
Mortgage Services Specialist
- Mosaicpartners
-
Scarborough, ME
- Top Tier Financial Services firm looking for a Mortgage Services Specialist to join their growing team. This is an excel...
- 4/27/2024 12:00:00 AM
Mortgage Specialist
- Confidential
-
Scarborough, ME
- Mortgage Services Specialist Scarborough, Maine Industry: Financial Services - Mortgage Job Category: Office / Clerical ...
- 4/27/2024 12:00:00 AM
Patient Financial Services Associate II-Ambulance Biller
- Mainehealth Accountable Care Organization
-
Scarborough, ME
- Patient Financial Services Associate II-Ambulance Biller Location Scarborough, MEFacility MaineHealth - CorporateSchedul...
- 4/27/2024 12:00:00 AM
Commercial Banking Officer II
- Camden National Bank
-
Auburn, ME
- Live here. Play here. Bank here. Work here. If you're looking to build your career at a forward-thinking organization wi...
- 4/26/2024 12:00:00 AM
Mortgage Services Specialist
- mosaicpartners
-
Scarborough, ME
- Top Tier Financial Services firm looking for a Mortgage Services Specialist to join their growing team. This is an excel...
- 4/25/2024 12:00:00 AM
FT Store Asset Protection Coordinator
- Hannaford
-
Scarborough, ME
- Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected...
- 4/24/2024 12:00:00 AM
About Windham, Maine
Windham is a town in Cumberland County, Maine, United States. The population was 17,001 at the 2010 census. It includes the villages of South Windham and North Windham. It is part of the Portland–South Portland–Biddeford, Maine Metropolitan Statistical Area.
According to the United States Census Bureau, the town has a total area of 50.15 square miles (129.89 km2), of which 46.56 square miles (120.59 km2) is land and 3.59 square miles (9.30 km2) is water. Located beside Sebago Lake, Windham is drained by the Pleasant River and the Presumpscot River....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,203 to $106,144
Windham, Maine area prices
were up 1.6% from a year ago
were up 1.6% 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