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Temporary Private Client Banker Jobs in Virginia

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Private Bank and the bank's capabilities and services to meet specific client needs. Job ...

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Private Bank and the bank's capabilities and services to meet specific client needs. Job ...

Promote the Towne Bank and Towne Insurance vision and guiding principles within the community. * Tailor risk management strategies and client profiles to reflect each customer's needs. * Perform fact ...

Promote the Towne Bank and Towne Insurance vision and guiding principles within the community. * Tailor risk management strategies and client profiles to reflect each customer's needs. * Perform fact ...

Promote the Towne Bank and Towne Insurance vision and guiding principles within the community. * Tailor risk management strategies and client profiles to reflect each customer's needs. * Perform fact ...

At Bank of America, we are guided by a common purpose to help make financial lives better through ... Private Bank and the bank's capabilities and services to meet specific client needs. Job ...

Collaborates with Client Service to analyze renewal business and place new business accounts ... banking or credit card information during the interview process; or (c) require candidates to ...

Collaborates with Client Service to analyze renewal business and place new business accounts ... banking or credit card information during the interview process; or (c) require candidates to ...

The Private Banker is responsible for selling, promoting and supporting the delivery of Private ... Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ...

Private Banker I

Richmond, VA · On-site

$100K - $175K/yr

Client Acquisition - Acquires clients for Wealth Management through a variety of sales and ... Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of ...

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Temporary Private Client Banker information

What is a temporary private client banker?

Temporary Private Client Bankers are financial professionals hired on a short-term basis to manage and support the banking needs of high-net-worth individuals or private clients. Their responsibilities typically include providing personalized banking services, assisting with account management, offering financial advice, and facilitating a range of transactions. These roles are often filled to cover leaves of absence, during busy periods, or for special projects. While the position is temporary, it requires the same level of expertise and confidentiality as a permanent Private Client Banker.

What are the key skills and qualifications needed to thrive as a temporary private client banker?

To thrive as a Temporary Private Client Banker, you need a solid understanding of financial products, customer relationship management, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with banking software, CRM platforms, and compliance systems is often required, along with any applicable industry certifications. Exceptional interpersonal skills, discretion, and problem-solving abilities help build trust and effectively address client needs. These competencies ensure efficient service, regulatory compliance, and strong client satisfaction in a competitive banking environment.

What are the typical challenges faced by a temporary private client banker and how can they be managed effectively?

As a Temporary Private Client Banker, one common challenge is quickly building trust and rapport with high-net-worth clients despite the limited duration of your assignment. You may also need to rapidly familiarize yourself with the bank's proprietary systems and processes. Effectively managing these challenges involves proactive communication with both clients and your team, prioritizing ongoing learning, and leveraging available resources and mentorship within the branch. Adaptability and a client-focused mindset are key to delivering excellent service during your placement.

What is the difference between Temporary Private Client Banker vs Private Client Banker?

AspectTemporary Private Client BankerPrivate Client Banker
CredentialsTypically requires FINRA licenses, banking experienceSame as temporary, often with additional certifications
Work EnvironmentTemporary assignments, often in multiple branchesFull-time, dedicated client relationship management
Employer & Industry UsageBanking institutions, used for short-term staffingSame industry, permanent or long-term roles
Search & Comparison IntentTemporary vs permanent roles, staffing optionsCareer growth, stability, client management

The main difference between a Temporary Private Client Banker and a Private Client Banker lies in employment duration and stability. Temporary Private Client Bankers are hired for short-term assignments, often to cover staffing needs or special projects, while Private Client Bankers typically hold permanent roles focused on building long-term client relationships. Both roles require similar credentials and work within the banking industry, but their employment terms and career paths differ.

What are the most commonly searched types of Private Client Banker jobs in Virginia?

The most popular types of Private Client Banker jobs in Virginia are:

What are popular job titles related to Temporary Private Client Banker jobs in Virginia?

For Temporary Private Client Banker jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Temporary Private Client Banker jobs in Virginia look for?

The top searched job categories for Temporary Private Client Banker jobs in Virginia are:

What cities in Virginia are hiring for Temporary Private Client Banker jobs?

Cities in Virginia with the most Temporary Private Client Banker job openings:

Private Client Banker - Hampton Roads Market

JP Morgan Chase

Suffolk, VA • On-site

$17.50 - $23/hr

Full-time

Medical, Retirement

Re-posted 7 days ago


JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 498 frontline employees who took The Breakroom Quiz

71st of 173 rated banks


Job description

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. 

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. 

Job responsibilities

  • Shares the value of Chase Private Client with clients that may be eligible
  • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
  • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
  • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

  • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
  • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
  • Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
  • Compliance with Dodd Frank/Truth in Lending Act*
  • High school degree, GED, or foreign equivalent
  • Adherence to policies, procedures, and regulatory banking requirements
  • Ability to work branch hours, including weekends and some evenings 

Preferred qualifications, capabilities, and skills

  • Excellent communication skills
  • College degree or military equivalent
  • Experience cultivating relationships with affluent clients
  • Strong team orientation with a commitment of long-term career with the firm

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. 

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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