5,960 Private Banking jobs in the United States

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow.
We are looking for a seasoned **Private Banking Relationship Manager** in **Austin, TX** . This role is responsible for the growth, retention and expansion of a portfolio of existing Private Banking customers, and sourcing new customers through referrals.
The ideal candidate will have the experience necessary to:
+ Acts the principal account and relationship manager for new and existing clients.
+ Focuses on generating, managing and serving a portfolio of clients.
+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, and commercial business referrals.
+ Responsible for overseeing credit analysis and proper loan structuring.
+ Responsible for maintaining a high level of client satisfaction.
+ Development and follows-up on new client leads through existing clients, referrals from other bank departments and divisions. Working closely with the local branch team in a community branch setting.
+ Calls on existing relationships to review portfolios and makes recommendations as needed.
+ Work in an independent environment
+ Other duties as assigned.
Qualifications:
**Requires a Bachelor's and 7+ years experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.**
+ Advanced knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.
+ Must have **formal credit training.**
+ Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.
+ Extensive working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.
+ Excellent interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality.
+ Advanced computer skills including word processing and spreadsheet software.
Benefits:
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.

**Zions Bank** recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among _American Banker_ magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the _Salt Lake Tribune's_ Top Workplaces. Make the leap into a new era of banking. Let us transform your career.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are looking for a **Private Bank Relationship Manager** in **Heber City, Utah.**
This role acts as the principal account and relationship manager for high net-worth clients.
**Private Banking** brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients.
The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients.
**Ideal candidates will have these skills and experience** **:**
+ Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients.
+ Focus on generating, managing, and servicing high net-worth/affluent clients.
+ Responsible for generating, retaining, and expanding business in all the following areas:
+ Loan and deposit products, wealth management
+ Wealth management services including Investment, trust, and insurance referrals,
+ Commercial loans, consumer loans, and treasury services.
+ Responsible for credit analysis and proper loan structuring.
+ Responsible to maintain a high level of client satisfaction.
+ Sources and develops new client leads through existing clients and referrals from other bank departments and divisions.
+ Willingness to build strong partnerships with all divisions inside the bank.
+ Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products.
+ Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank.
**Qualifications** **:**
+ Requires a bachelor's degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements.
+ Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services.
+ Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment.
+ Ability to display sound judgment in complicated client situations.
+ Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills.
+ Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients.
+ Strong interpersonal and communication skills, both verbal and written.
+ Commitment to a high degree of service quality while acting as a trusted advisor.
+ Intermediate computer skills including the MS Office Suite.
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
+ Mental health benefits including coaching and therapy sessions
+ Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
+ Employee Ambassador preferred banking products
**Req ID:**
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at , Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.

Job Description

Job Description

As a Private Banking Relationship Manager, your day will be filled with opportunities to manage full client relationships, provide financial services for specific or special banking needs, and develop new business. Lending and customer service experience is important while Stock Yards Bank & Trust will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.

Responsibilities

Daily responsibilities include, but are not limited to, the following:

• Provide extensive personalized service to customers with specific or special banking needs
• Develop and expand a portfolio of clients within the affluent customer segment by selling the full range of SYB products and services in a highly consultative, needs based manner
• Meet or exceed goals in prospecting, sales, revenue, consumer asset growth (deposits, investments, etc.), customer satisfaction, and market share
• Execute prospecting and sales plan in a manner that is proactive and designed to increase SYB’s market share within the affluent customer segment
• Manage quality of specific portfolio by following lending procedures and policies, comply with all applicable laws and regulations, perform adequate credit analysis, and maintain proper credit files
• Evaluate loan requests and approve credits within approved authority
• Submit credit requests above authorized limits to Division Manager
• Support Bank’s commitment to community involvement by serving on external charitable Board of Directors and by attending functions
• Perform other duties as assigned

Job Requirements

The successful candidate will have the following qualifications:

• BS/BA in business, finance or related field and/or related experience in lieu of degree
• Minimum of 2 years lending experience
• Proven ability to give exceptional customer service
• Proven business development experience
• Self-starter
• Excellent written and verbal communication skills
• Professional appearance and demeanor

Benefits

• 401(k) with a company match of up to 6%
• ESOP employer match
• Medical insurance
• Dental insurance
• Vision insurance
• Cancer / Disease insurance
• Accident insurance
• Flexible Spending Accounts
• Health Savings Accounts
• Bank paid Life / AD& D insurance
• Voluntary Life / AD&D insurance
• Bank paid Short-Term and Long-Term Disability insurance
• Employee Stock Purchase Plan
• Employee Assistance Program

Physical Requirements

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
+ Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
+ Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
+ Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
+ Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Ensures high quality of information obtained to support decisions.
+ Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
+ Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
+ Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
+ Applies financial planning skills and concepts against each client's personal and financial situation.
+ Acts as an ambassador to enhance BMO's reputation in the market.
+ Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
+ Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
+ Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
+ Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
+ Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
+ Performs sales and service support activities to meet client needs and maintain overall service levels.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
+ Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
+ Basic knowledge of Personal and Commercial credit and non-credit products.
+ Working sales and client service skills
+ Working business development skills with successful track record
+ In-depth relationship management skills.
+ Able to work independently, resolving complex or ambiguous issues or situations.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

*PRIVATE BANKING OFFICER I*
WHAT IS THE OPPORTUNITY?
Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selling opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process deposit fee reversals.
* Maintain up-to-date knowledge of account activity by reviewing various reports and systems. Identify potential problems and take appropriate action necessary to avoid financial loss to the Bank.
* Facilitate new deposit account and small business consumer lending requests by providing disclosures, gathering documents and initiating ongoing communication with the client.
* Complete KYCs for new clients/entities/loans.
* Follow up with client for missing documentation on DARS report.
* Respond timely and accurately to inquiries from the Bank's Financial Intelligence Unit (KYC/AML) and/or other Support Unit's regarding client transactions and account activity.
* Comply with all Bank policies and procedures and ensure adherence to the Bank's regulatory requirements.
Client Services
* Act as primary liaison between the client and all areas of the bank. Perform follow-up with all client requests to ensure completion and satisfaction.
* Resolve client inquiries and complaints and take appropriate action to prevent future problems. Contact clients regarding overdrafts (or other related problems) and perform follow-up necessary to resolve situation. Determine an appropriate method of approach.
Cross Sell
* Analyze client needs in order to cross-sell a wide variety of Bank services. Introduce clients to appropriate areas within the Bank such as Wealth Management, International Treasury Management, or to a Private Banker. Maintain complete knowledge of all bank products and services.
* Participate in cross-selling activities independently or with the Private Banker, as appropriate. Channel referrals/warm leads from existing clients to the Private Banker or Private Banker Manager.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* Minimum 5 years of experience in client service, banking operations or Private Banking relationship management support required.
* Minimum 2 years of experience in a banking or financial services environment required
* Minimum 2 years of experience with bank products and services (e.g. deposits, cash management, international, etc.) required.
*Additional Qualifications*
* Strong risk management and operations knowledge.
* Strong interpersonal, verbal and written communication skills in order to effectively interact with clients and bank colleagues at all levels.
* Solid knowledge of all phases of operations (e.g., installment loans, new accounts, loan payments, statement handling, wires).
* Excellent analytical skills.
* Strong Microsoft Office Suite skills (e.g., Word, Excel, Outlook).
* Achieve digital mastery; demonstrates capabilities to adapt learn, and utilize evolving automation and technology to perform the job
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $53,955 - $86,177 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank's risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals.
+ Manages the retention and expansion of client relationships through a contact strategy and an ongoing review the client's banking needs.
+ Coordinates client relationship management with the lead relationship manager for the assigned portfolio.
+ Applies relationship management principles and techniques to an assigned portfolio of clients providing a value-added client experience.
+ Acts as a secondary member of a client deal team in the facilitation of the desired client experience and to achieve business goals.
+ Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients.
+ Builds effective relationships with internal/external stakeholders.
+ Ensures alignment between stakeholders.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance and addresses any issues.
+ Ensures high quality of information obtained to support decisions.
+ Contributes to the assigned portfolio's profitability through expense control and profitable pricing practices for products and services.
+ Negotiates appropriate pricing using discretion where required to build a profitable portfolio.
+ Provides integrated and customized advice, and helps clients achieve their financial and personal goals using a consultative approach in customer conversations.
+ Applies financial planning skills and concepts against each client's personal and financial situation.
+ Acts as an ambassador to enhance BMO's reputation in the market.
+ Adheres to all policies and procedures, guidelines, legal and ethical requirements and regulations including individual accountability as it relates to potential conflicts of interest, safeguarding of customer information, trading in securities, anti-money laundering, privacy, and disclosure of outside business activities.
+ Maintains up-to-date knowledge and understanding of all banking products, processes, and relevant legal, regulatory and technology requirements.
+ Ensures lending and non-lending decisions, prospecting activities are adequately documented; responds to questions and resolves issues raised through audits, quality checks and reviews.
+ Manages risk and minimizes losses through monitoring and control reports, ensuring verifications are completed in accordance with guidelines.
+ Documents and follows-up on any discrepancies to procedures, operational risks and escalates per guidelines.
+ Performs sales and service support activities to meet client needs and maintain overall service levels.
+ Develops rapport and instills confidence with the client to develop credibility and earn their trust.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed. **Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
+ Credit Qualifications and associated credit knowledge and skills according to the standards established within the credit qualification process, policies, and procedures.
+ Basic knowledge of Personal and Commercial credit and non-credit products.
+ Working sales and client service skills
+ Working business development skills with successful track record
+ In-depth relationship management skills.
+ Able to work independently, resolving complex or ambiguous issues or situations.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The U.S. Private Bank provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

As a Recruiting Analyst in Asset & Wealth Management, you will play a vital role in our global recruitment efforts for the Wealth Management and Alternatives Solutions business. You'll primarily focus on recruiting talented Analysts and Associates, while also collaborating with senior recruiters on higher-level searches. In this role, you'll be an integral part of our Talent Acquisition & Talent Management initiatives, contributing to competitive intelligence, market mapping, succession planning, and confidential projects. Building strong relationships with senior managers and candidates is at the heart of what we do, so your consultative and strategic mindset will be key to your success.

We are excited to welcome someone who is passionate about connecting with people and making a meaningful impact on our team. If you thrive in a collaborative environment and are eager to grow with us, we would love to hear from you!

Job Responsibilities

• Leverage creative sourcing and outreach strategies to attract top talent through various platforms and networks.
• Manage the full recruitment lifecycle, from initial contact to successful hire, ensuring a seamless process.
• Understand the unique needs of each business line by participating in client meetings, staying informed about business changes, and acting as a subject matter expert in your recruiting areas. Manage expectations for both hiring managers and candidates.
• Ensure a positive candidate experience with regular and timely communication throughout the recruitment process, sharing feedback from managers and appropriately updating all candidates.
• Conduct thorough interviews to assess and qualify both active and passive candidates, ensuring alignment with the role's requirements.
• Educate candidates on career growth opportunities, benefits, compensation philosophy, and the many advantages of joining our firm, effectively promoting both the company and the role.
• Facilitate compensation discussions with hiring managers and candidates to ensure successful offer closures.
• Build strong relationships with key stakeholders to support candidate development and offer processes.
• Utilize the full capabilities of our applicant tracking system, maintaining data integrity and ensuring accurate records.

Required Qualifications, Skills, and Capabilities

• 1 year of experience in full lifecycle recruiting within a fast-paced corporate environment or a recruiting agency, particularly in financial services.
• Strong communications skills with ability to think quickly on your feet.
• Comfortable speaking with prospective candidates, of all seniorities, on a regular basis via telephone and zoom/virtual.
• Proven project management skills, with the ability to handle complex assignments and multiple searches while delivering top-notch client service.
• Strong interpersonal skills, comfortable interacting with employees at all levels.
• Ability to work independently in a dynamic environment characterized by change, challenges, and multiple deadlines and priorities.
• Experience handling sensitive and confidential information with the utmost discretion.
• Exceptional networking and relationship-building skills, with expertise in name generation.
• High comfort level with direct sourcing, and the ability to attract currently employed candidates to opportunities within our firm.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Private Banking Compliance Project Analyst

This position will support the Private Banking business unit by assisting with responsibilities related to lending, deposits and office operations compliance, and various projects to support objectives. The individual will work closely with members of management, department personnel, and various compliance and operational groups to accomplish the goals.

The responsibilities of this position include but are not limited to;

• Compliance 1 st Line of Defense representative
• Assist with regulatory directive reviews and implementation
• Compliance projects related to policies and procedures
• Work with the various compliance, legal, and operations groups
• Support business unit efforts to comply with new and existing requirements related to deposits, and lending to ensure there are appropriate controls, communications, and documentation
• Assistance with various compliance requests such as control verifications, testing and audit questions, policies, and information gathering
• Create, review, and update policies, procedures, and job aids to mitigate potential gaps and compliance risks
• Communication of policy and procedure related changes and updates
• Work on various projects to assist the business unit with growth and process improvement
• Attend various compliance and project related meetings
• Conduct compliance and project related trainings
• Resource to offices who manage teller related work and office operations
• Conduct mock audits on offices with cash handling
• Conduct quality control on various processes
• Other duties as assigned

Position Requirements:

• Banking or compliance related experience required
• Compliance experience with working knowledge of banking, mortgage, or lending laws and/or regulations preferred
• Basic understanding of applicable laws, regulations and standards in banking and finance
• Thorough understanding of PC based systems in the Windows environment
• Extensive knowledge of Microsoft Word, Excel, Outlook, and OneNote software
• Extensive knowledge of Adobe Acrobat
• Self-directed; able to work with limited to no supervision
• Self-motivated, results-oriented, and adaptable individual that responds well to change
• Ability to work well with people of varying technical abilities and varying communication styles
• Excellent verbal and written communications skills
• Strong analytical and problem-solving skills, very detail oriented
• Excellent organizational skills with the ability to manage multiple on-going projects
• Ability to adjust priorities to changing circumstances and maintain quality in fast paced atmosphere
• Maintaining confidentiality and exercising discretion in performing daily duties are required in a professional manner in a deadline-driven environment
• Position requires the ability to sit for long periods

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.

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Description
Summary:
The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist II is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist II will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management).Duties & Responsibilities:
+ Responsible for the day-to-day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to personal and business deposit accounts, wealth & investment management accounts and services, consumer lending and mortgages.
+ Works directly with the client and/or Wealth Advisor to obtain related applicant and financial information or other documentation needed for new accounts or loans and servicing requests.
+ Services customers by providing detailed information on specific accounts and building rapport.
+ Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
+ Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
+ Responsible for proactive outreach to clients on a monthly basis and participation in Calling Days.
+ Performs other duties as assigned.
Basic Qualifications:
+ High School Diploma
+ 2 years customer service experience in banking or Wealth & Investment Financial Services experience
+ Required when supporting Wealth Advisor Role: Microsoft suite proficient
+ Notary Public
Preferred Qualifications:
+ Bachelor's degree
+ Strong Interpersonal skills
+ Excellent Customer Service, highly motivated, focused and goal oriented.
+ Strong organizational skills with attention to detail, planning and follow-up.
+ Strong written and verbal communication skills, including professional grammar and demeanor.
+ Ability to work in fast paced environment with strict deadlines.
+ Is able to work independently.
+ Administrative experience with financial services industry.
+ Strong knowledge of Huntington applications
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.