81 private client banker jobs found

Job Description JOB DESCRIPTION You have an obsession for taking care of our customers and employees and making them feel welcomed and providing an individual client experience. You will build lasting relationships, doing the right thing, exceed expectations, and having a strong commitment to diversity and inclusion. Here at JP Morgan Chase, you’ll have the opportunity to help people experience our Purpose – Make dreams possible for everyone, everyone every day; by providing education on JP Morgan products and service and advice tailored to suit their financial solutions. You will successfully collaborate and facilitate joint meetings with colleagues and worked as part of a team to achieve business results. As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of contact for a select group of Chase’s affluent clients in the JP Morgan Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined...

Job Description JOB DESCRIPTION You have a passion 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...

Location: 131 Oriskany Blvd - Whitestown, New York 13492 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We...

Location: 5576 Penn Avenue - Pittsburgh, Pennsylvania 15206 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

Location: 11 Stanwix Street - Pittsburgh, Pennsylvania 15222 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 831 Freeport Road - Pittsburgh, Pennsylvania 15238 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 200 West Beau Street - Washington, Pennsylvania 15301 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior...

Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior...

Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...

Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...

Overview: Old National Bank has been serving clients and communities since 1834. With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development. We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through...

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's Best Banks to Work For almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bank has an exciting opportunity in our Sale Lake City, UT market for a Real Estate Commercial Loan Officer (Home-Builder Industry Specialist). The Real Estate Banking Group (Residential Builder...

Job Description Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces to grow your career in the U.S. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior...

Job Description Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our Well Life approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Companies list - and #1 among financial services companies - as the best workplace to grow your career in the U.S. We're especially proud of our tangible, meaningful commitment to diversity, equity, and inclusion in the workplace. When it comes to employees' financial health, we offer competitive salaries and generous benefits package. Apply today. About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the...

Position Summary As a Banker III at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers financial wellbeing. A Level III Banker also acts as a "coach" within the branch, offering new bankers and tellers support even after their core training. Duties & Responsibilities Mon-Fri 8am-5:30pm, Rotating Saturday 8am-12:30pm Identify customers’ and non-customers’ financial needs and sell all appropriate products and services. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers’ financial needs. Along with Service Center leadership and the Private Client team, cross-sell a full range of banking services and products to present and potential customers. Act as an on-the-job coach to new Bankers and Tellers; ensuring that they have continued support during and after...

Position Summary As a Universal Banker III at Busey, you will strengthen customer relationships by engaging in sales conversations. As you uncover various financial needs, you will be able to recommend Busey products and services designed to support the customers financial wellbeing. A Level III Universal Banker also acts as a "coach" within the branch, offering new bankers and tellers support even after their core training. Duties & Responsibilities Identify customers’ and non-customers’ financial needs and sell all appropriate products and services. Identify needs-based opportunities and make sales referrals to all areas of the corporation to meet customers’ financial needs. Along with Service Center leadership and the Private Client team, cross-sell a full range of banking services and products to present and potential customers. Act as an on-the-job coach to new Universal Bankers and Tellers; ensuring that they have continued support during and after the mentor period....

Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the HAVE IT ALL model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. VP, Wintrust Private Client Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the HAVE IT ALL model, Wintrust...

General practice law firm with office locations in Needham a has an immediate opening for a Full-time Legal Admin for its’ Needham office. The firm represents individuals and businesses in practice areas that include family law, probate, criminal defense, employment law, estate planning, and real estate. We offer 401k, vacation, sick, professional development assistance and holiday pay. The successful candidate will participate as a team member to assume the duties of administrative support for the firm. Responsibilities will include greeting clients and visitors in a manner that promotes the professional image and best interests of the firm. Answering phones, screening and processing calls, scheduling calls and meetings. Preparing documents for meetings and court hearings. Entering important dates and deadlines into the calendar. Assist in adhering to deadlines. Process outgoing mail to assure timely delivery. Filing and scanning all correspondence into...

Senior Tax Accountant We are a comprehensive CPA firm providing traditional accounting and tax services. We also specialize in supporting the growth of startup ventures across all facets of their establishment. Our clientele is exceptionally diverse, and we maintain close partnerships with privately owned enterprises, as well as catering to individual needs.  Responsibilities: Prepare Various Tax Returns (1040s, 1041s, 1065s, 1120 and 1120s) Prepare Tax Extensions and Tax Projections Perform Tax Research Prepare and review monthly financial statements and other reports Prepare Reviewed or Compiled Financial Statements Aid our clients with Bookkeeping functions Education & Experience: Bachelor’s degree in Accounting or related field preferred; or equivalent combination of education and experience may be accepted Minimum of 4-6 years’ experience in accounting...