Top 4 Private banker Jobs in Charlotte, Nc

Private Banker
First Citizens Bank —Charlotte, NC
- Full-time
- 8 years
- High school diploma or GED
- Business development
Private Banker
City National Bank —Charlotte, NC
- $127,626 - $237,014 a year
- Full-time
- 8 years
- Bachelor's degree
- Team management
- Health insurance
- Dental insurance
U.S. Private Bank - Private Banker - Associate
JPMorganChase —Charlotte, NC
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
18h
Private Banker - Charlotte, NC
F.N.B. Corp. —Charlotte, NC
- Full-time
- Computer literacy
- Bachelor of Science
- Mid-level

Discover related jobs

Based on your search for private banker jobs.

Commercial Loan Processor
Calculated Hire —Charlotte, NC
_Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications_.
$57 an hour
Quick Apply
Associate Banker II (20) Wilkinson Blvd
TD Bank —Charlotte, NC
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-…
$22.00 - $27.75 an hour

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Private Banker-Float
CFBank —Columbus, OH
Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions…
Quick Apply
Private Banker
Northwest Bank —Columbus, OH
Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively…
Quick Apply
5d

Show more jobs in cities nearby

I want to receive the latest job alert for private banker in charlotte, nc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

private banker jobs near charlotte, nc

Private Banker

First Citizens Bank -
Charlotte, NC

Apply Now

Job Details

Full-time

Qualifications

Underwriting
Credit risk assessment
Banking analysis in risk and credit
Series 7
Loan underwriting
Series 63

Full Job Description

Overview:

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.

The Private Banker is responsible for selling, promoting and supporting the delivery of Private Banking services to high net worth individuals and families. Works closely with wealth partners on new business development and client retention activities supporting the client service plan. Manages a portfolio of HNW clients geared towards complex credit and deposit solutions. Develops deep internal partnerships, and external centers of influence, to drive new client acquisition.

#LI-MP1

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

Required Skill(s): Credit underwriting skills

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Apply Now

Refine Your Search

private banker jobs in charlotte, nc

Private Banker

Private Banker

U.S. Private Bank - Private Banker - Associate

Private Banker - Charlotte, NC

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for private banker in charlotte, nc

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected