Private Banker jobs in Maine
Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Private Banker jobs
Private Client Banker - Kennebunk Branch
- KeyBank
-
Kennebunk, ME
FULL_TIME
-
Location:
1 Post Office Square - Kennebunk, Maine 04043
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 take pride in serving our clients and making them feel that no bank will fight harder for them.
Responsibilities- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Listen for clues for financial wellness opportunities during client conversations and provide effective and customized financial wellness recommendations to clients; Delivers on client solutions through referring of investment and insurance products
- Consistently attains individual activity, behavior, and outcome expectations.
- Builds a client referral pipeline via identification and development of internal and external centers of influence; Employs a disciplined approach to prospecting; documents calling efforts.
- Develops and maintains an in-depth knowledge of private client products and services, as well as knowledge of competitive products and services to ensure meaningful in-depth financial wellness conversations with clients
- Opening personal and business accounts (consumer checking, small business, various deposit products, home equity, unsecured lending, certificates of deposit, etc.).
- Developing strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively managing internal and external centers of influence.
- Ensuring compliance with operational, risk, security and audit procedures and policies including appropriate documentation of client interactions.
- Support of branch operations including assisting with client transactions on the Teller line as needed.
- Participate in and occasionally facilitate morning huddles and end of day debriefs
- Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
- High School Diploma, GED, or equivalent experience (required) or
- Bachelor's Degree (preferred)
- Experience in developing current and new customer relationships, achieving sales goals and building referral sources in insurance and investment products. (required)
- Foundational knowledge of sales and service techniques with clients, including tele-consulting, outside calling, prospecting and networking. (required)
- Comfortable interacting with small business clients, overcoming objection, and asking fact-finding questions with the goal of being helpful. (preferred)
- Interpersonal interaction skills and an ability to build rapport in matter of minutes is vital. (required)
- Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require significant influence of partners such as Key Investment Services, Mortgage and Business Banking sales professionals. (required)
- Working knowledge of PCs (MS Windows and Office Products including Word, Excel, etc.). (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required)
- FINRA License S6 Upon Hire (required)
- FINRA License S63 Upon Hire (required)
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- Life and Health Insurance Licenses Upon Hire (required)
- Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
- Demonstrated ability to attain sales and referral goals through preset appointments and quality conversations leading to recommendations that support clients’ financial wellness goals, leveraging system generated lead lists, walk ins, and professional contacts
- Strong work ethic and high level of integrity
- Excellent Time management skills
- Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
- Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
- Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
- Decision Making: The ability to select the right activities to work on from a range of competing priorities and stands by decisions in the face of conflict or unexpected outcomes
- Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues and discusses issues and considerations needed to advance one’s own EI maturity
- Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes
- Oral & Written Communication: Possesses the ability to adapt listening and facilitation style to others’ communication styles and uses various approaches appropriately and effectively
- Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures
- Storytelling: Demonstrates basic storytelling principles to create compelling stories that will positively influence clients and potential clients
- Change Navigation: Articulates the rationale for, and positive and negative consequences of change so as to help others adapt; encourages exploration of non-traditional ideas by team members leveraging the concept of continuous improvement
- All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com. - 5 Days Ago
Private Client Banker - Scarborough Branch
- KeyBank National Association
-
Scarborough, ME
FULL_TIME
- Location: 5 Hannaford Dr - Scarborough, Maine 04074 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (P...
- 12 Days Ago
Private Client Banker - Kennebunk Branch
- KeyBank National Association
-
Kennebunk, ME
FULL_TIME
- Location: 1 Post Office Square - Kennebunk, Maine 04043 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banke...
- 14 Days Ago
Private Client Banker - Scarborough Branch
- KeyBank
-
Scarborough, ME
FULL_TIME
- Location:5 Hannaford Dr - Scarborough, Maine 04074Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB)...
- 23 Days Ago
Financial Service Representative
- HIRESIGMA PRIVATE LIMITED
-
Belfast, ME
FULL_TIME
- Requirements of this position: Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. Has a commitment to teamwork and the flexibility to work the ...
- 3 Days Ago
RN Long Term Care
- RAISSO GLOBAL PRIVATE LIMITED
-
Waterville, ME
CONTRACTOR,FULL_TIME
- Job Title: Registered NurseLocation: Waterville, ME 04901Duration: 14 weeks with possibilities of extensionShift: Nights, 6 PM - 6 AMGuaranteed Hours: 36 RN - Long Term Care. Local accepted with diffe...
- 18 Days Ago
Private Banker jobs at Popular Companies
Senior Private Banker
- Avior Executive Search, Inc
-
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Private Banker
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-
Wayzata, MN
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SVP, Private Banker
- NexBank
-
Dallas, TX
- Company Overview: Originally founded in 1922 and headquartered in Dallas, Texas, NexBank (the “Bank”) is part of NexBank...
- 6/10/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
Atlanta, GA
- Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
- 6/10/2024 12:00:00 AM
Private Banker
- Hiring Now!
-
Milwaukee, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/9/2024 12:00:00 AM
Private Banker - Director
- Deutsche Bank
-
Los Angeles, CA
- Private Banker - Director Job ID:R0063557 Listed: 2023-09-29 Regular/Temporary: Regular Location: Los Angeles
- 6/9/2024 12:00:00 AM
Private Banker II
- First Citizens Bank
-
New York, NY
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 6/9/2024 12:00:00 AM
Private Banker
- First Citizens Bank
-
Charlotte, NC
- Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
- 5/6/2024 12:00:00 AM
About Maine
To the south and east is the Atlantic Ocean and to the north and northeast is New Brunswick, a province of Canada. The Canadian province of Quebec is to the northwest. Maine is both the northernmost state in New England and the largest, accounting for almost half of the region's entire land area. Maine is the only state in the continental US to border only one other American state (New Hampshire to the South and West).
Maine is the easternmost state in the United States in both its extreme points and its geographic center. The town of Lubec is the easternmost organized settlement in the United...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,419 to $104,992
Most Popular Cities in Maine for Private Banker Jobs
What does a Private Banker do?
Private Banker in Springfield, IL
There is a certain portion of the population that will always conflate expensive with good, and get turned on by words like exclusive, private or boutique.
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Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
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Private Banker in Evansville, IN
But it also became a leading reason for the private banker’s undoing and eventual disappearance from the economic scene.
December 21, 2019