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PRIVATE OFFICE BANKER

Provide ongoing exceptional client service on the phone and occasionally in person. Assist with obtaining and organizing all required documentation and filing. Maintain client relationships and open new accounts. Acquire knowledge...

CompanyCitizens
AddressPalm Beach, FL
CategoryEngineering/Architecture/scientific
Salary$56.7K - $71.8K a year
Job typePart-time | Full-time
Date Posted 4 weeks ago See detail

Private Office Banker

Citizens

Palm Beach, FL

$56.7K - $71.8K a year

Provide ongoing exceptional client service on the phone and occasionally in person. Assist with obtaining and organizing all required documentation and filing. Maintain client relationships and open new accounts. Acquire knowledge...

U.S. Private Bank – Private Banker – Vice President

Jpmorgan Chase & Co

Chicago, IL

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business...

Client Relationship Consultant 1 (Banker) - Norwood Park, IL

U.s. Bank National Association

Chicago, IL

$20.00 - $24.11 an hour

High school diploma or equivalent. Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training. Proven ability to build and foster relationships wi...

U.S. Private Bank - Client Service Associate - Analyst

Jpmorgan Chase Bank, N.a.

Tempe, AZ

Provide exceptional Client Service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests. Adhere to and mainta...

Premier & Private Banking - Premier & Private Banker

Nbh Bank

Englewood, CO

Bachelor's degree in Business Administration or equivalent combination of education and related work experience. Minimum of 5+ years' experience in progressive sales management, extraordinary client service and client/prospect cal...

Client Service Associate - Private Vista

Hightower Advisors

Oak Brook, IL

$50,000 - $55,000 a year

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Client Relationship Consultant 2 (Banker) - Maumelle

Us Bank National Association

Maumelle, AR

High school diploma or equivalent Three to four years of customer service experience Three to four years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ab...

Client Relationship Consultant/(Banker) - Chanhassen Lunds & Byerlys

U.s. Bank National Association

Chanhassen, MN

$20.63 - $30.25 an hour

High school diploma or equivalent Four to five years of customer service experience Four to five years of sales experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Abil...

Client Concierge - Private Wealth Management Firm

Fiduciam Financial

Middlebury, CT

$45,000 - $50,000 a year

401(k). 401(k) matching. Dental insurance. Health insurance. Life insurance. Paid time off. Professional development assistance. Referral program. Vision insurance. Monday to Friday. Associate (Preferred). Customer service: 1 year...

U.S. Private Bank - Private Banker - Vice President

Jpmorgan Chase & Co

Austin, TX

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business...

U.S. Private Bank - Private Banker - Associate

Jpmorgan Chase & Co

Las Vegas, NV

Provide leverage to the Senior Banker on daily client priorities. Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, commu...

Private Office Banker

Citizens Bank

Palm Beach, FL

Provide ongoing exceptional client service on the phone and occasionally in person. Assist with obtaining and organizing all required documentation and filing. Maintain client relationships and open new accounts. Acquire knowledge...

Client Contact Center Personal Banker

Fremont Bank

Livermore, CA

$29.27 - $38.84 an hour

Up to $5000 Tuition Reimbursement for continued education. 10 Paid Bank Holidays. Paid Vacation. Paid Sick Time. An ESOP (Employee Stock Ownership Plan). 401K Plan with an employer match. Achieve a high level of success by underst...

Client Relationship Consultant 3 (Banker) - 4th Street, ID

U.s. Bank

Coeur D'Alene, ID

Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Basic Qualifications - High school diploma or equi...

Private Wealth Client Associate

Bank Of America

Carmel, CA

Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and...

Client Relationship Consultant 2 (Banker) - Davenport, WA

U.s. Bank

Davenport, WA

Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two t...

Part Time Client Relationship Consultant 1 (Banker) - Reardon, WA (25 hrs)

U.s. Bank

Reardan, WA

Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two t...

Client Service Associate - Private Vista

Hightower

Oak Brook, IL

Efficiently handle address changes, online account access setup, and account information updates. Prepare and dispatch paperwork for account openings, updates, and other miscellaneous requests, including but not limited to, electr...

Client Relationship Consultant 2 (Banker) - Des Plaines, IL - Bilingual Spanish

U.s. Bank National Association

Des Plaines, IL

$20.00 - $27.50 an hour

High school diploma or equivalent. Three to four years of customer service experience. Three to four years of sales experience. Bilingual ability to read, write, and speak in business-level proficiency of Spanish language and Engl...

Senior Private Wealth Banker

Bok Financial

Austin, TX

$108K - $137K a year

You will use your business savvy to identify new prospects and develop new business. Youll use your product/service knowledge to determine what our clients need to enhance their Private Wealth strategy. You will use your financia...

Sr Client Acquisition Account Executive, Private Equity

Dewolff, Boberg & Associates

Charlotte, NC

$105K - $133K a year

Gain exposure to a variety of industries and the opportunity to meet with Fortune 500 executives Utilize DB&As proven sales process to identify and analyze customers business requirements and need for our services Work collabora...

Client Relationship Consultant 4 (Banker)- Chesapeake, OH

U.s. Bank

Chesapeake, OH

Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two t...

Client Administrator IV - Private Debt & CLO

Wilmington Trust

Baltimore, MD

Continuous reassessment and evaluation of processes is engrained in the team's DNA. We take a collaborative approach to identifying, assessing, developing, and implementing solutions across the platform. Additionally, we anticipat...

Client Administrator IV - Private Debt & CLO

M&T Bank

Baltimore, MD

Continuous reassessment and evaluation of processes is engrained in the team's DNA. We take a collaborative approach to identifying, assessing, developing, and implementing solutions across the platform. Additionally, we anticipat...

North America Client Relationship Director - Private Equity

Clearsulting

Remote

$144K - $182K a year

Fortune's Best Workplaces in Consulting (2022, 2023). 'Great Place to Work' Certified (2022, 2023) 'Consulting's Fastest Growing Firms' - Consulting Magazine (2022) Inc. 5000 Fastest-Growing Private Companies in America (2020-2023...

Client Relationship Consultant 2 (Banker) - Marcello Marketplace, NV (38 hrs)

U.s. Bank National Association

Las Vegas, NV

$20.00 - $25.71 an hour

High school diploma or equivalent. Three to four years of customer service experience. Three to four years of sales experience. Proven ability to build and foster relationships with clients through proactive outreach and follow up...

Client Relationship Consultant 4 (Banker) - Lucasville, OH

U.s. Bank National Association

Lucasville, OH

$20.29 - $29.72 an hour

High school diploma or equivalent. Five or more years of customer service experience. Five or more years of sales experience. Proven ability to build and foster relationships with clients through proactive outreach and follow up....

Client Relationship Consultant 1-4 (Banker) - Lucasville, OH (20 hrs)

U.s. Bank National Association

Portsmouth, OH

$20 - $22 an hour

High school diploma or equivalent. One to three years of customer service experience. One to three years of sales experience. Proven ability to build and foster relationships with clients through proactive outreach and follow up....