Private Banker II
First Citizens Bank
Private Banker
Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
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 team work. Provides guidance to less experienced associates in the work group and assist 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 insure 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 RequiredSkill(s): Credit underwriting skills
Vacancy posted 18 hours ago
Similar jobs that could be interesting for youBased on the Private Banker II in Fort Lauderdale, FL vacancy
- ...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information... ...of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in...Suggested
Regions Bank
Fort Lauderdale, FL3 days ago - ...Regions Bank in Fort Lauderdale, FL seeks a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and propose suitable banking products and guidance to help customers reach their goals. Ideal candidates bring retail or sales experience...Suggested
Regions Bank
Fort Lauderdale, FL5 days ago - ...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....SuggestedTemporary workWork experience placement
Aumni
Fort Lauderdale, FL4 days ago - ...Fairygodboss is hiring a Private Banker in Fort Lauderdale, Florida, to advise families on building and managing their wealth. In this role, you will leverage your expertise in investments and financial planning to serve existing clients and generate new acquisitions....Suggested
Fairygodboss
Fort Lauderdale, FL4 days ago - ...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 understanding of the full cash management and lending platform within their assigned office...SuggestedWork at office
PowerToFly
Fort Lauderdale, FL4 days ago - ...Private Banker In The U.S. Private BankWe 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...Temporary workWork experience placementLocal area
Chase
Fort Lauderdale, FL5 days ago - ...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
- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and...Immediate startAfternoon shift
Chase
Fort Lauderdale, FL5 days ago - Bank Of AmericaAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.Being...Work at officeFlexible hoursWeekend workDay shift
Bank of America
Fort Lauderdale, FL4 days ago - Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Fort Lauderdale, FL1 day ago - Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our technology banking team. This individual will cover early-stage companies and focus on acquiring new business relationships and deepening an existing portfolio of clients. Learn about...Full timeWork experience placement
$22 - $27.75 per hour
...additional conversations to identify any additional needs and offer a solution or partner referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings Engages in lobby leadership and represents the first point of contact...Work at officeAfternoon shift- Job Title This role plays a vital role in bringing TD's human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy,...Work at officeFlexible hoursAfternoon shift
- Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships, connect clients to suitable financial solutions, and manage daily center ...
Bank of America
Fort Lauderdale, FL5 days ago $50.6k - $70.6k
...Citigroup Inc. is seeking a Personal Banker to assist in sales and service activities, focusing on building customer relations. The role emphasizes delivering excellent client experiences and recognizing cross-sell opportunities. Ideal candidates should have a Bachelor...Full timeCitigroup Inc
Fort Lauderdale, FL3 days ago- SouthState Bank, National Association, is seeking a seasoned Commercial Lending professional in Fort Lauderdale to drive new business and manage a commercial loan and deposit portfolio. You will assess credit requests, structure loans, and ensure adherence to bank policies...
SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION
Fort Lauderdale, FL4 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC Sunrise & Federal Branch, 1150...Work experience placement
PNC
Fort Lauderdale, FL3 days ago - Bank Of America At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day...Work at officeFlexible hoursShift workWeekend workDay shift
$250k
...Personal Banker Safe Act, Bilingual English/Spanish Speaking Preferred, Fort Lauderdale Area Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the...- Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...Temporary workWork at officeNight shiftWeekend work
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com....Work experience placementWork at officeImmediate start
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate start
$165k - $200k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and...Afternoon shift
Chase
Hollywood, FL5 days ago $41.58k - $49.22k
...Relationship Banker IAt Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...Flexible hoursRegions Bank
Pompano Beach, FL2 days ago- Banking Professional This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions...Work at office
TD Bank
Hollywood, FL4 days ago - Job ID: R232043Posted: 2026-08-10Location: FL - Miami Beach (33139); FL - Cape Coral (33990); FL - Tampa; FL - Jacksonville; FL - Saint Petersburg; FL - Fort Lauderdale; FL - OrlandoType: Full timeCountry: United States of AmericaCompany: PNCPosition OverviewAt PNC, our...Full timeTemporary workPart timeWork experience placementWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at PNC's Federal & Copans Branch, 2300 North Federal Highway, Pompano...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Pompano Beach, FL2 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at PNC's Federal & Copans Branch, 2300 North Federal Highway, Pompano...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC
Pompano Beach, FL1 day ago - ...Schedule: Monday-Friday 8:15 AM-5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct...Temporary workWork at officeMonday to Friday
First Horizon
Plantation, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banker II. Be the first to apply!
Related searches
- private banker Fort Lauderdale, FL
- personal banker Fort Lauderdale, FL
- private intelligence Fort Lauderdale, FL
- entry level private equity Fort Lauderdale, FL
- private wealth management Fort Lauderdale, FL
- private credit Fort Lauderdale, FL
- private aviation Fort Lauderdale, FL
- investment intern (private equity) Fort Lauderdale, FL
- adult private duty registered nurse rn Fort Lauderdale, FL
- caregiver private home Fort Lauderdale, FL