Private Banker II

7 days ago


San Francisco, United States First Citizens Bank Full time

Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage Bankers, and other wealth partners to provide HNW clients with a superior client experience. Responsibilities Client Acquisition - Acquires clients for Wealth Management through a variety of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with the overall wealth plan. Develop both Internal and external network representing the Bank in the community and markets served. Portfolio Management - Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Monitors performance and ensures compliance with all applicable standards. Prepares credit packages and works closely with middle office and credit administration to facilitate appropriate credit approval. Sales Responsibility - Sells appropriate credit, depository, and wealth management solutions through consultation and teamwork. Provides guidance to less experienced associates in the work group and assists with special projects as assigned. Develops deep internal partnerships and external centers of influence to drive new client acquisition. Relationship Development - Establishes relationships with high net worth clients to monitor financial situation and identify client needs resulting in new sales opportunities. Provides ongoing service to assigned relationships and accounts including handling inquiries to ensure an outstanding client service experience. Leverages community visibility, external and internal relationships into new business opportunities. Collaboration - Works closely with wealth partners to support the client experience through consistent execution of client service plans. Engages with specialists from the broader wealth team to coordinate the delivery of additional wealth management products and solutions appropriate for the client. Qualifications Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management. License or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses Required. Skill(s): Credit underwriting skills. The base pay for this position is generally between $163,000 and $250,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. First Citizens benefits programs are designed to meet our associates where they are in life. Full-time associates (20+ hours) are offered a comprehensive benefits program, with customized offerings, including those designed to support families, however defined. More information regarding our benefits offerings can be found here . #J-18808-Ljbffr


  • Private Banker

    2 weeks ago


    San Francisco, United States Citizens Financial Group, Inc. Full time

    Citizens Private Bank services a range of clients, including high-net-worth individuals, private equity, venture firms, their managing partners and employees, professional service firm employees, non-profits and other affluent-oriented clients. Our P Banker, Private, Client Relations, Skills

  • Private Banker III

    4 weeks ago


    San Francisco, United States First Citizens Full time

    Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...


  • San Antonio, Texas, United States Broadway Bank Full time

    Job SummaryBroadway Bank is seeking a highly skilled and motivated Relationship Banker I/II/III to join our team. As a Relationship Banker, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and providing personalized financial solutions to meet their needs.Key ResponsibilitiesClient...

  • Personal Banker II

    1 month ago


    San Antonio, United States BOK Financial Full time

    Req ID: 75317 Location: San Antonio -SANAN Areas of Interest: Consumer Banking; Branch Business Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/07/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund...


  • San Antonio, United States Broadway Bank Full time

    Position: Relationship Banker I/II/III - West Commerce Financial Center | Division: Sales & Service Work Days: Monday - Friday, & Rotating Saturdays | Hours of Operation: Monday - Friday 7:45 AM- 6:15 PM, and Saturdays 8:45 AM-1:15 PMWhy Broadway Bank: We are one of the largest independently owned banks in Texas with offerings in personal and...


  • San Francisco, United States Citizens Financial Group, Inc. Full time

    In your role as a Digital Banking Advisor with Citizens Private Bank, you will be able to work closely with Preferred Bankers and Relationship Managers to prospect, build, and strengthen client relationships with digital banking expertise. Digital Ba Banking, Relationship Manager, Digital, Advisor, Private, Client Relations

  • Associate Banker

    3 months ago


    San Francisco, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...


  • San Francisco, United States Bank of America Full time

    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 deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...

  • US Private Bank

    1 month ago


    San Francisco, California, United States JPMorganChase Full time

    Job 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 you. You will be working...


  • San Francisco, California, United States Sessions II Full time

    Job DescriptionThe Floor Manager is responsible for fostering and developing an exciting, positive, results-based environment, collaborating with all members of the operational team at Sessions II. Full-time and Part-time positions available.A successful candidate will possess strong personal organization, genuine hospitality, care for staff, and understand...


  • San Antonio, Texas, United States Broadway Bank Full time

    Job SummaryBroadway Bank is seeking a highly skilled Relationship Banker I/II/III to join our team. As a Relationship Banker, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and providing personalized financial solutions to meet their needs.Key ResponsibilitiesCustomer Service: Provide...


  • San Francisco, California, United States Bank of America Full time

    About the Role:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We strive to be a diverse and inclusive workplace for...

  • Fund Accountant

    2 days ago


    San Francisco, California, United States Gen II Fund Services Full time

    Job SummaryGen II Fund Services, LLC is seeking a highly skilled Fund Accountant to join our team. As a Fund Accountant, you will be responsible for providing accounting services, including preparation and processing of transactions and financial statements with supporting schedules and work papers.Key ResponsibilitiesCash Processing and Bank...

  • Private Banker

    6 days ago


    San Francisco, California, United States Citizens Financial Group, Inc. Full time

    About the Role:Citizens Private Bank is seeking a highly skilled Lending Specialist-Business Banking to support the underwriting needs of our business loan products.This individual will be responsible for processing, evaluating, and recommending commercial loans to support the growth of our clients' businesses.Key Responsibilities:Evaluate loan applications...


  • San Francisco, United States East West Bank Full time

    Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...


  • San Francisco, California, United States Bank of America Full time

    About the Role:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We strive to be a diverse and inclusive workplace for...


  • San Francisco, United States East West Bank Full time

    Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...

  • Fund Accountant

    4 days ago


    San Francisco, California, United States Gen II Fund Services Full time

    Job SummaryGen II Fund Services, LLC is seeking a highly skilled Financial Accountant to join our team. As a key member of our accounting department, you will be responsible for providing financial services, including the preparation and processing of transactions and financial statements with supporting schedules and work papers.Key Responsibilities:Cash...


  • San Francisco, United States East West Bank Full time

    Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...


  • San Francisco, United States East West Bank Full time

    Introduction:Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Greater China, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and...