Private Banker

3 weeks ago

Phoenix, Arizona, United States Alerus Financial Full time
Position Summary:
The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio. Key responsibilities include business development and retention, credit analysis and underwriting, collateral management, risk management, community involvement, partnering with financial services and other business lines in cross-sell and referral activities, and ensuring the assigned portfolio is in compliance with all applicable standards, policies, procedures and regulatory requirements.

Essential Responsibilities:
Develop, manage and retain full-service relationships with high-net-worth private banking clients.Drive and promote sales for all Private Banking deposit and lending products (interview potential clients, determine their financial needs, and facilitate the sale of appropriate bank products and services).Serve as a key connector to internal business partners to serve clients entire balance sheet with a focus on credit and banking solutions.Effectively grow high net worth clients by earning trust, understanding client needs and providing proactive advice through an exceptional client experience.Provide customized banking solutions based on the needs of the client.Partner with Credit Underwriting/Closing team to facilitate approval or denial of lending opportunities.Participate in end-to-end sales process, primarily through regular client engagement, to help identify loan and business opportunities.Proactively manage banking relationships across the organization to generate revenue growth.Develop deep internal partnerships to drive new client acquisition and to provide interdisciplinary expertise to clients when needed.Meet established sales and growth goals.Represent Alerus in community organizations and activities.Assume responsibility for career growth and development. Actively pursue continuing education and self-development to enhance skills.Be flexible and adaptive when faced with the changing needs of the customer.Build solid working relationships with team members, acting as a resource for others whenever possible.Productively participate in company and department meetings.Foster a positive work environment and support co-workers in the achievement of department goals.
Position Requirements:
Qualifications:
Bachelor's degree or equivalent experience; Finance, Business or similar focus preferred.2-5 years of experience in a financial institution, with a focus on private banking or working with high net-worth clients.Demonstrated experience in client acquisition and retention.Strong communication and problem-solving skills.Self-motivated and able to work independently.Ability to exercise independent judgement and decision making.
Personal Characteristics:
Positive client-centric attitude.Self-starter who is willing to take on challenges and learn new skills and technologies.Excellent interpersonal skills, team-oriented and a collaborative work style.Adaptable, flexible, organized, and able to multi-task and meet deadlines.Treat all co-workers with professionalism and respect.Recognize and celebrate individual and team accomplishments.
Physical Demands - Must be met with or without a reasonable accommodation:
Extended periods of time sitting at a desk and using office equipment.Ability to operate a personal computer/laptop for approximately 8 hours per day.Extended time is spent reviewing physical and electronic documents.The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

  • Private Banker

    3 weeks ago

    Phoenix, United States Alerus Financial Full time

    Position Summary:The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio. Key...

  • Private Banker

    3 weeks ago

    Phoenix, United States Alerus Full time

    Position Summary: The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio. Key...

  • Private Banker

    2 weeks ago

    Phoenix, United States Alerus Full time

    Position Summary: The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio. Key...

  • Senior Private Wealth Banker

    2 weeks ago

    Phoenix, United States BOK Financial Full time

    Req ID: 74637 Location: Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding...

  • Senior Private Wealth Banker

    2 weeks ago

    Phoenix, United States BOK Financial Full time

    Req ID: 74637 Location: Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding...

  • Senior Private Wealth Banker

    3 weeks ago

    Phoenix, United States BOK Financial Full time

    Req ID: 74637 Location: Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company...

  • Senior Private Wealth Banker

    3 weeks ago

    Phoenix, United States BOK Financial Full time

    Req ID:74637 Location: Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company...

  • Senior Private Wealth Banker

    3 days ago

    Phoenix, United States BOK Financial Full time

    Req ID:74637 Location: Phoenix -PHOE, Gilbert -GILB, Mesa -MESA, Scottsdale -SCOTT, Tempe -TEMP Areas of Interest: Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company...

  • Mortgage Banker

    3 weeks ago

    Phoenix, United States BOK Financial Full time

    Req ID: 75049 Location: Phoenix -PHOE, Scottsdale -SCOTT Areas of Interest: Mortgage Banking Pay Transparency Salary Range: Not Available Application Deadline: 08/15/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Mortgage Banker

    2 weeks ago

    Phoenix, United States BOK Financial Full time

    Req ID: 75049 Location: Phoenix -PHOE, Scottsdale -SCOTT Areas of Interest: Mortgage Banking Pay Transparency Salary Range: Not Available Application Deadline: 08/15/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment...

  • Phone Banker

    4 weeks ago

    Phoenix, United States Macpower Digital Assets Edge Private Limited (MDA Edge) Full time

    POSITIONS: 20 Pay rate: $24.00/Hr to $26.00/Hr. Skills, Experience, Roles & Responsibilities: Has the ability to engage with customer to understand their needs while actively sharing options using plain language, building rapport and showing empathy. Has an intermediate level of proficiency in using computers & laptop. Experience in...

  • Private Banking Assistant

    4 days ago

    Phoenix, United States Bankers Trust Full time

    **Job Brief**: Located in Phoenix, this position provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private Banking clients. There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits,...

  • U.s. Private Bank

    6 days ago

    Phoenix, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** Posting Description** We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for...

  • Personal Banker I

    1 week ago

    Phoenix, United States BOK Financial Full time

    Req ID: 75028 Location: Phoenix -PHOE Areas of Interest: Consumer Banking; Sales; Teller Pay Transparency Salary Range: Not Available Application Deadline: 06/08/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management,...

  • Private Client Wealth Advisor III

    1 week ago

    Phoenix, United States Bankers Trust Full time

    There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in...

  • Junior Investment Banking Analyst

    3 weeks ago

    Phoenix, United States Dinan & Company Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinans growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets and...

  • Junior Investment Banking Analyst

    4 weeks ago

    Phoenix, United States Dinan & Company, LLC Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinan’s growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets...

  • Junior Investment Banking Analyst

    4 weeks ago

    Phoenix, United States Dinan & Company, LLC Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinan’s growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets...

  • Junior Investment Banking Analyst

    1 month ago

    Phoenix, United States Dinan & Company, LLC Full time

    Dinan & Company, a middle-market investment bank, is seeking to hire a Junior Investment Banking Analyst at our Phoenix headquarters. This position will be part of Dinan’s growing international M&A team, providing support on mergers, acquisitions, divestitures, and other transactions for corporate and Private Equity clients across various global markets...

  • Business Development Associate

    4 weeks ago

    Phoenix, United States International Staff Consulting Full time

    Business Development Associates - Remote AvailableLocation: Preferred - candidates located in Dallas, Texas or Phoenix, AZ, or those willing to relocate to Dallas or Phoenix. With the right skills / qualifications you can live anywhere in the United States and this can be a 100% remote position (with ample opportunity to work in-office if desired). Firm...