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Private Banker jobs in Georgia

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

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Private Banker
  • NPAworldwide
  • Acworth, GA FULL_TIME
  • Job Description

    Private Banker Job Description

    The Senior Private Banker is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secured and unsecured funds and/or credit secured which have the highest visibility and are the most complex in nature.

    Handles the largest, most profitable customer relationships within the department.

    Private Bankers develop and manage a portfolio of private banking clients including business owners and senior executives, entrepreneurs, doctors and other medical practitioners, attorneys, CPA's and wealthy individuals and families. This would also include medical groups, law firms and accounting firms. While primarily focused on banking services, the successful candidate must possess a working knowledge of investments and trusts and be willing to work with trust and investment officers to offer the full range of private banking and wealth management products and services to customers and prospects.

    Team Culture

    We understand everyone has different strengths and opportunities for growth and we strive to have the right mix of competencies in order to get the most out of the team dynamic.

    Our team culture inspires our entrepreneurial spirit. It empowers us to act as trusted advisors. Your manager will be there for you and help guide your success.

    How You'll Spend Your Time

    • 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 financial acumen and analytical skills to understand data to make informed decisions in order to structure loans, mitigate and identify risk, and keep us in regulatory compliance.
    • You will monitor and manage existing credit relationships in coordination with the Professional Services Group, including note renewals, detailed analysis of financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring.

    Qualifications

    Education & Experience Requirements

    • Bachelor's degree in Business, Finance, Economics or Accounting
    • Candidates must demonstrate a strong work ethic, excellent interpersonal skills, as well as a strong network of medical and other professionals, successful entrepreneurs and corporate executives. A working knowledge of trust and investments is a plus.
    • Superior knowledge of credit policies and procedures, and bank operations policies and procedures.
    • Demonstrated sales and marketing abilities.
    • Strong interpersonal, verbal, and written communication skills
    • Candidates for this position must possess a minimum of 5 years experience in lending or Private Banking and a work history that reflects a solid track record of building and administering relationships in this environment.

    Why Is This a Great Opportunity

    Private 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.

    We believe that no financial challenge is too big and no opportunity too small for us to start a conversation. We are guided by our commitment to serving our clients, providing a positive work environment for our employees, and making a difference in the communities we serve.

    Salary Type : Annual Salary

    Salary Min : $ 105000

    Salary Max : $ 150000

    Currency Type : USD
  • 4 Days Ago
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Private Banker
  • Ameris Job Board
  • Atlanta, GA FULL_TIME
  • Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confid...
  • 5 Days Ago
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Private Banker
  • NPAworldwide
  • Roswell, GA FULL_TIME
  • Job DescriptionPrivate Banker Job DescriptionThe Senior Private Banker is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secure...
  • 7 Days Ago
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Private Banker
  • NPAworldwide
  • Decatur, GA FULL_TIME
  • Job DescriptionPrivate Banker Job DescriptionThe Senior Private Banker is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both secure...
  • 12 Days Ago
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Private Mortgage Banker
  • B10 Wells Fargo Bank, N. A.
  • HM ALPHARETTA, GA FULL_TIME
  • 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 ...
  • 6 Days Ago
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Senior Private Banker
  • NPAworldwide
  • Marietta, GA FULL_TIME
  • Job DescriptionSenior Private Banker Job DescriptionThe Senior Private Banker is primarily responsible for making and servicing commercial and individual loans that involve significant amounts of both...
  • 1 Day Ago
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Private Banker jobs at Popular Companies

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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
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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
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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
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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
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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
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Senior Private Banker
  • Avior Executive Search, Inc
  • Senior Private Banker Positions in: Long Island-New Jersey-Orlando Our client is a growing, regional, full-service finan...
  • 6/7/2024 12:00:00 AM
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Private Banker
  • Hiring Now!
  • Wayzata, MN
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/7/2024 12:00:00 AM
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Private Banker II
  • First Citizens Bank
  • San Francisco, CA
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 5/22/2024 12:00:00 AM
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About Georgia

Georgia is a state in the Southeastern United States.Beginning from the Atlantic Ocean, the state's eastern border with South Carolina runs up the Savannah River, northwest to its origin at the confluence of the Tugaloo and Seneca Rivers. It then continues up the Tugaloo (originally Tugalo) and into the Chattooga River, its most significant tributary. These bounds were decided in the 1797 Treaty of Beaufort, and tested in the U.S. Supreme Court in the two Georgia v. South Carolina cases in 1923 and 1989. The border then takes a sharp turn around the tip of Rabun County, at latitude 35°N, thou...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$70,978 to $104,344

Most Popular Cities in Georgia 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.
February 03, 2020
Private Banker in Racine, WI
This is when you need to enlist the help of a private banker.
February 14, 2020
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