Private Banker II
$105k - $140kBusey-Bank-2
Position SummaryThe Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients.Duties & ResponsibilitiesPursue and close on leads for those who qualify for recognition as Private Clients; refer clients to internal business partners as applicable.Provide an exceptional client experience by offering advised solutions and Busey partner referrals to deepen client relationships.Leverage centers of influence and develop new relationships through prospecting and building community networks.Drive deposit growth and wealth management opportunities.Support the Bank’s strong Private Banking culture through on-going client contact, providing extraordinary service and superior product knowledge.Monitor renewals and maturities as well as gather updated documents from clients.Resolve customer complaints and ensure customer satisfaction; support Net Promoter Score efforts to gauge client satisfaction.Collaborate with the Digital Banking team to open new and service existing client accounts.Education & ExperienceKnowledge of:Demonstrated success building relationships, strategic partners, and developing business with high-net-worth clients.Strong oral and written communication skillsStrong sales and client service skillsWealth Management Services including Investments, banking and trust concepts including asset allocation and basic trust and estate proceduresHigh Level Retail and Business Banking customers and trendsAbility to:Make independent decisionsAnalyze and interpret numerical dataPerform duties and make decisions under frequent time pressuresEducation and Training:Bachelor’s degree with exposure to Accounting or Finance courses required; advanced degree or bank specific continuing education preferred.3-5 years of banking or management experience requiredPursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Private Client Manager must immediately attain active registration upon employment. Private Client Managers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.Requires knowledge of Microsoft Office.Compensation and BenefitsSalary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.(Base Pay Range: $105,000 - $140,000)Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.Equal OpportunityBusey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.Unsolicited ResumesBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. #J-18808-Ljbffr Busey-Bank-2
$105k - $140k
...Private Banker II The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close...SuggestedTemporary workWork at officeLocal areaImmediate startFlexible hours- Busey seeks an experienced Private Banker II in Dallas to manage an existing portfolio of personal and business deposits, wealth management and loan relationships for high-net-worth clients. You will collaborate with internal partners to close cross-sell opportunities,...SuggestedWork at office
- Busey in Dallas seeks a Private Banker II to build and actively manage a portfolio of high-net-worth personal and business deposit, wealth management and loan relationships. You will engage internal partners to identify cross-sell opportunities and nurture long-term client...Suggested
- ...Personal Banker II It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging...SuggestedMonday to Friday
- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...Suggested
- Position: Financial Advisor II - Dallas Market | Division: BWSI WorkDays: Monday - Friday | Hours of Operation: 8:00am - 5:00pm Why... ...owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending...Monday to Friday
- Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions. You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional...
$82.1k - $172.5k
## Investment Banking Associate II - Environmental ServicesApplylocations: Dallas, TX: Chicago, IL: Cleveland, OH: New York, NY: Charlotte... ....* Develop good working relationships with peers and senior bankers in Corporate & Investment Bank and the rest of the organization....Shift work- ...Universal Banker The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers... ...or sales experience Demonstrated expertise in the Teller II and basic FSR job functions Additional Responsibilities may include...
- ...according to Integrated Relationship Management (IRM). Levels (I, II, III) should be differentiated based on years of banking... ...banking needs of our clients' owners/management/teammates (e.g. Private Wealth Management, ****@*****.*** Financial Wellness, Momentum onUp...Full timePart timeWork at officeShift workDay shift
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( . In this role, you will: Participate in soliciting residential...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients grow, preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge...Local area
- ...Private Banker 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...Temporary workWork experience placementLocal area
- ...Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! Job Summary Representative II, PFS HB Technical Denials is responsible for the resolution of complex hospital billing denials and underpayments related to technical...Full timeWork at officeWork from homeRelocationMonday to FridayFlexible hoursShift work
- ...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... ...opportunity to take your career to the next level. As a Private Banker Associate in the U.S. Private Bank, you are responsible for...
- ...ID: 78623 Location: Dallas -DAL Areas of Interest: Private Banking Pay Transparency Salary Range: Not Available... ...preserve, and protect their wealth is what you’ll do as a Private Banker. We believe that no financial challenge is too big and no opportunity...
- ...Relationship Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion... ...an increase in revenue expectation per position from RB I, to RB II, and then Sr RB. The Sr RB will also serve as a liaison for...Night shift
- ...referrals as necessary and providing leadership in key community activities. May provide training and guidance to less experienced Private Bankers Accepts other duties as assigned Reasonable accommodations may be made to enable individuals with disabilities to perform the...Full timeBank staffLocal areaRemote workHome office
$200k
Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi 23 hours ago Be among the first 25 applicants Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi Private Bankers at Citi develop and deepen...Full time- ...over 150-year legacy of providing unparalleled banking services.Who you are: As a Private Banking Officer II, you will help customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to share their love...Full time
- ...deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and...Full timeWork at office
$98k - $127k
...Position SummaryThe Commercial Portfolio Manager II will be familiar with the relationships/borrowers in their loan portfolio, proactively managing the assigned portfolio to ensure adherence to credit policy, including completing various required actions, such as, Perform...Temporary workLocal areaFlexible hours- ...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... ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising...Temporary workWork experience placementLocal area
- A leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates...
- ...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....Temporary workWork experience placement
- SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service...
- Morgan Stanley is seeking a Vice President, Mortgage Banker for its Home Loans team in Dallas, TX. The role involves serving as the primary contact for clients and financial advisors throughout the mortgage origination process, ensuring a seamless experience from application...
- ...includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill... ...every step of the way. Job Description The Portfolio Manager II partners with the Relationship Manager in supporting the growth...Local area
- A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and...
- The Private Wealth Banker role with BOK Financial in Dallas is to act as a trusted advisor, delivering complex loan solutions and a seamless suite of Deposit Services, Brokerage, Investment management, Trust and Insurance to high-net-worth clients. You will build lasting...
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