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Private Banker Ii Jobs in Llano, Texas

Virtual Business Banker Ii
By Capital One At , Plano
Responsible for relationship management of the assigned book of business
Actively utilizes Sales Relationship Management system with calls, pipeline activities and sales results
Holds accountability for the execution of risk management / compliance protocols within the sales process
Build a strong team interaction model to best support customers and achieve a personal customer relationship experience
Exhibits the ability to proactively sell over the phone and navigate a computerized data entry system or other relevant applications
Applies proficient understanding of complex business cash flow cycle in client discussion along with advanced business credit sales skills
Private Wealth Banker Iv
By BOK Financial At , Austin, 73301, Tx
You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.
You will use your business savvy to identify new prospects and develop new business.
Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors.
How You'll Spend Your Time
Uhnw Private Banker - Dallas, Tx
By Citi At , Dallas, Tx $225,000 - $300,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Business Banker Ii Jobs
By Frost Bank At , Houston, Tx
Strong organizational and time-management skills
Previous banking experience and knowledge of bank products
Achieve monthly call and product sales goals set by the sales manager
Report weekly activity and marketing results to the sales manager of business banking
Manage and support loan commitments with accuracy and efficiency
Have prior experience with cold-calling and analyzing credit reports and financial statements
Personal Banker Ii Jobs
By First Financial Bank Texas At San Angelo Area, United States
This position requires communication and sales skills, mathematical and general business knowledge normally acquired by high school graduate.
College degree or twelve months’ customer contact and sales experience required
Knowledge in bank regulations, policies and procedures preferred.
Word, Excel, and Outlook experience
Determine customer's needs, open or close appropriate retail accounts and IRA's, and maintain all associated records.
Incumbent completes sales tracking on all customers served.
Private Banker 4 Jobs
By Hancock Whitney At , Plano, 75024, Tx
Coordinates marketing events that promote Private Wealth Management capabilities for internal associates and external client prospects and centers of influence
10 years of experience in Private Banking, Wealth Management and/or Wholesale Banking required.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth Management segments
Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools
CFP, CWS or similar wealth management industry designation or the ability to obtain within 24 months of hire is preferred
Personal Banker Ii Jobs
By Frost Bank At , Dallas, Tx
Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers
Manage risk and actively practice loss prevention
Excellent written and verbal communication skills
Provide transactional services to include accepting deposits, payments, and check cashing, as needed
Educate and advise customers about products and services
Work effectively and amicably with all frost bankers and customers
Personal Banker Ii Jobs
By Frost Bank At , San Antonio, Tx
Manage an assigned portfolio of customers with a focus on acquisition, expansion and retention of customers
Manage risk and actively practice loss prevention
Excellent written and verbal communication skills
Provide transactional services to include accepting deposits, payments, and check cashing, as needed
Educate and advise customers about products and services
Work effectively and amicably with all frost bankers and customers
U.s. Private Bank - Private Banker - Vice President
By JPMorgan Chase & Co. At San Antonio, TX, United States
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Six plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client's behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Consumer Banker Ii (Ross)
By First Financial Bank At Cleves, OH, United States
Consumer Banking Certification: Business Management Tool & Resources (FirstForce Training)
WorkLife Banking Certification: Business Management Tool (FirstForce to manage opportunities and relationships)
Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job
Run a Teller drawer as deemed necessary by management
Maintain all operational and risk management standards
4-5 years related experience and/or training; or equivalent combination of education and experience.
Pwm Partner Private Banker
By U.S. Bank National Association At , Scottsdale, 85254 $92,480 - $119,680 a year
Bachelor's degree, or equivalent work experience
Four to seven years of related experience
Thorough knowledge of departmental operations/policies and U.S. Bank products and services
Effective interpersonal, verbal and written communication skills
Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
Personal Banker Ii Jobs
By Civista Bank At Napoleon, OH, United States
Key Accountabilities, Responsibilities and Expectations:
Adhere to regulations, following policies and procedures to ensure safety and soundness of customers and the bank.
Dedication to daily personal growth through active learning. Adapting to new procedures and systems to grow the organization and the team.
Ensuring operational tasks are followed & completed daily.
Maintain cash levels and outages within the parameters of the established guidelines.
Constant, consistent communication internally and externally.
Private Banker - Director
By Deutsche Bank At , New York
We offer competitive health and wellness benefits, empowering you to value life in and out of the office
Drive and motivation to meet targets coupled with very good sales and negotiation skills
Expansive knowledge of regional and local financial markets
Retirement Savings Plans, Parental Leave, and other family-friendly programs
On-site cafeteria, health center, and communal meeting areas
Active engagement with the local community through Deutsche Bank’s specialized employee groups
Private Banker Jobs
By South State Bank At , Spartanburg, 29302
Experience: Minimum of 3-5 years consumer or commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities
Manages and services assigned loan and deposit portfolios. Identifies problems or concerns and notifies manager and credit partner.
This position has supervisory responsibilities.
Properly grades risk of each loan in the assigned portfolio. Adjusts risk grades as circumstances change or new information becomes available.
Resolves client problems and assists with general inquiries. Provides superior service to existing clients.
Accepts other duties as assigned.
Pwm Private Banker Jobs
By U.S. Bank National Association At , Walnut Creek, 94596 $139,995 - $181,170 a year
Ten or more years of private wealth management experience in the financial services industry
Strong relationship management and lending skills
Advanced knowledge of Private Wealth Management products and services
Bachelor's degree, or equivalent work experience
Strong sales and new business development skills
Expert knowledge of private banking products and services, including credit processes
U.s. Private Bank - Private Banker - Executive Director
By JPMorgan Chase & Co At , San Francisco, 94105 $170,000 - $350,000 a year
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Six plus years of work experience in Private Banking or Financial Services
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client’s behalf
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Relationship Banker Ii Jobs
By Trustmark National Bank At , Fairhope, 36532
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Potential for cash shipment and vault management
Four-year college education or equivalent work experience preferred
Potential for loan origination responsibilities and administration thereof
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Strong interpersonal and communication skills both verbal and written
Universal Banker Ii Jobs
By Peoples Bank At , Pleasureville, 40057, Ky
Education, Experience and Job Skills:
Acquires, uses, and maintains, consumer lending product knowledge and abilities to generate and execute consumer loans, lines and deposit products.
Define and offer solutions to resolve problems. Uses knowledge of the organization to identify helpful resources.
Follow operational standards regarding security, risk management, and compliance.
High School Diploma or GED; one to two years related experience and/or training; or equivalent combination of education and experience.
High School Diploma or GED; 1 month to two years related experience and/or training; or equivalent combination of education and experience.
Private Banker Svp Jobs
By Associated Bank At , Clayton, Mo
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase & Co At , Denver, 80202, Co $100,000 - $110,000 a year
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
Prepare pitch books and meeting materials
Business Banker Ii Jobs
By North Dakota Bank of North Dakota At , Fargo, Nd $7,344 - $11,016 a month
Recommend approval or denial of loan requests to senior management on those requests in excess of business banker's individual lending authority.
This position requires fielding calls from financial institutions on major service issues and collect annual information from borrowers.
Increase BND's visibility in both the banking community and the agricultural community.
Attend various banking and ag related meetings to communicate BND's services and role in the state's development.
Loan requests are within the program guidelines and overall mission of the bank.
Loans are structured and maintained to provide profitability and minimize risk to the bank.
Commercial Private Banker Jobs
By Popular Community Bank At , San Juan, Pr
Provide a monthly report or as requested to management about each referral case's status.
Manage client financial needs with a focus on developing a strong relationship between the client and the Bank.
Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors, and competition.
Actively involved in maintaining a positive sales environment through education of the Bank’s commercial credit products with the Private Bankers.
Provide the necessary assistance and training to Private Bankers regarding the commercial credit documents requirements.
Participate in the different Region’s meetings with Branch managers and Relationship Officers.
Universal Banker I Or Ii - Chastain Rd, Kennesaw
By Synovus At , Kennesaw, 30144, Ga
Required Knowledge, Skills, & Abilities:
Preferred Knowledge, Skills, & Abilities:
Familiarity with Synovus line of business partners including mortgage, private wealth management and merchant services
Strong listening and comprehension skills to be able to identify customer financial needs, goals and objectives
Strong interpersonal skills to establish rapport with customers
Careful attention to detail with ability to manage time and multi-task
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase Bank, N.A. At , New York, Ny $100,000 - $110,000 a year
Demonstrated aptitude for sales and client relationship management
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
U.s. Private Bank - Program Analyst Banker
By JPMorgan Chase Bank, N.A. At , Summit, Nj $100,000 - $110,000 a year
Demonstrated aptitude for sales and client relationship management
Research client inquiries and manage follow up communication and materials
No more than two years of work experience following completion of undergraduate program
Superior multi-tasking and organizational skills
Excellent communication skills and poise giving presentations
Help devise customized financial strategies for existing and prospective clients
Private Wealth Banker Jobs
By BOK Financial At , Denver, 80202, Co $140,000 - $160,000 a year
You’ll use your product/service knowledge to determine what our clients need to enhance their private wealth strategy.
Working Conditions & Physical Requirements
You will use your business savvy to identify new prospects and develop new business.
How You'll Spend Your Time
Hnw Private Banker - Denver
By Citi At , Denver, Co $125,000 - $175,000 a year
Help clients achieve broad financial/investment goals related to the creation and management of wealth.
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs.
Align complementary experiences and skill sets of team members to maximize client effectiveness.
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Help team members acquire the experience necessary to establish credibility with clients and intermediaries.
Private Banker Jobs
By Redstone Private Banking At , Miami, Fl

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private ...

Are you looking for an exciting opportunity to join a dynamic team of Private Bankers? We are looking for a motivated and experienced Private Banker II to join our team and help our clients achieve their financial goals. As a Private Banker II, you will be responsible for providing comprehensive financial advice and services to high net worth individuals and families. You will be expected to develop and maintain strong relationships with clients, as well as identify and pursue new business opportunities. If you are looking for a challenging and rewarding career, this is the perfect opportunity for you!

Overview Private Banker II is a professional who provides financial advice and services to high net worth individuals and families. They are responsible for developing and managing relationships with clients, providing advice on investments, managing portfolios, and providing financial planning services. Detailed Job Description Private Banker II is responsible for providing comprehensive financial advice and services to high net worth individuals and families. They are responsible for developing and managing relationships with clients, providing advice on investments, managing portfolios, and providing financial planning services. They must be knowledgeable about the financial markets, investment products, and financial planning strategies. They must be able to analyze and interpret financial data and make recommendations based on their analysis. They must be able to communicate effectively with clients and other professionals. Job Skills Required
• Knowledge of financial markets, investment products, and financial planning strategies
• Ability to analyze and interpret financial data
• Excellent communication and interpersonal skills
• Ability to develop and maintain relationships with clients
• Ability to provide advice and recommendations based on analysis
• Ability to work independently and as part of a team
• Knowledge of banking regulations and compliance
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• At least 5 years of experience in a financial services role
• Professional certification such as CFP, CFA, or CPA
• Knowledge of banking regulations and compliance
• Excellent communication and interpersonal skills
Job Knowledge
• Knowledge of financial markets, investment products, and financial planning strategies
• Knowledge of banking regulations and compliance
• Knowledge of financial analysis and interpretation
• Knowledge of financial planning strategies
Job Experience
• At least 5 years of experience in a financial services role
• Experience in developing and managing relationships with clients
• Experience in providing advice and recommendations based on analysis
• Experience in working independently and as part of a team
Job Responsibilities
• Develop and manage relationships with clients
• Provide advice on investments, managing portfolios, and providing financial planning services
• Analyze and interpret financial data
• Make recommendations based on analysis
• Communicate effectively with clients and other professionals
• Ensure compliance with banking regulations and laws