Jobs in the United States

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Added 1 min ago
Finance Manager - FP&A
TD Bank, N.A.
Mount Laurel, NJ
Undertakes and completes a variety of complex projects and initiatives requiring seasoned business partner specialist knowledge and/or the integration of cross functional processes within…
Added 1 min ago
Assistant Store Manager - Leominster, MA
TD Bank, N.A.
Leominster, MA
…management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or…
Added 1 min ago
Associate Banker II (East 149th, South Bronx) 30 Hours Preferred Language - Spanish
TD Bank, N.A.
Bronx, NY
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…
Added 1 min ago
Assistant Store Manager - North Hampton
TD Bank, N.A.
North Hampton, NH
…management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or…
Added 1 min ago
Assistant Store Manager - Stratham
TD Bank, N.A.
Stratham, NH
…management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or…
Added 1 min ago
Assistant Store Manager (40) Leicester Hwy
TD Bank, N.A.
Asheville, NC
…management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or…
Added 1 min ago
Relationship Banker II (Olney)
TD Bank, N.A.
Olney, MD
Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client…
Added 1 min ago
Associate Banker II (Olney)
TD Bank, N.A.
Olney, MD
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…
Added 1 min ago
Relationship Banker II (Middletown)
TD Bank, N.A.
Middletown, DE
Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client…
Added 1 min ago
TB
Full-Time Associate Banker II, Chazy (Upstate NY)
TD Bank, N.A.
Chazy, NY
- Full-time
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…
Added 1 min ago
Relationship Banker II (Bowie)
TD Bank, N.A.
Bowie, MD
Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client…
Added 1 min ago
Financial Advisor - Corley Mill (Columbia), SC
TD Bank, N.A.
Lexington, SC
…goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the…
Added 2 mins ago
Benefitfocus Client Relationship Consultant
BNF Benefitfocus
Charleston, SC · NY · Atlanta, GA · Minneapolis, MN · Boston, MA
Drive Higher Performance Through Our People: Partner closely with Operations and internal teams to create shared accountability, maintain effective client coverage, and deliver consistent…
Added 2 mins ago
IV
Summer Student - Insurance Solutions
IMG Voya Investment Management LLC
NY
- $23 USD / hour
…opportunity to collaborate with business partners across investments, client service, marketing, consultant coverage, RFP, and operations, providing broad exposure to how an asset…
Added 2 mins ago
Senior Salesforce Developer, IT Applications
Ryan, LLC
United States
Partner with other architects, vendors, partners, business and technical teams to understand business needs and translate them into capability/platform roadmaps and work toward realizing…
Added 2 mins ago
Senior Director, Americas Institutional Index Sales
EXCH The NASDAQ Stock Market LLC
New York City, NY
Your role will be crucial in relationship development, strengthening overall client satisfaction, and amplifying the educational messaging of Nasdaq Indexes in the Institutional space.
Added 2 mins ago
Executive Chef
Compass Group
Chicago, IL
We curate company and partner resources to bring our client’s vision to life. We seek to cultivate the next generation of talent, purveyors and partnerships.
Added 2 mins ago
Business Development Manager - Southern California
Criterion Supply LLC
Chula Vista, CA
Impact Property Solutions is currently seeking an experienced Business Development Manager who will partner with, and ensure the long-term success, of our customers. The Business…
Added 3 mins ago
Key Account Customer Success Associate – Vietnamese, Chinese & English
Chowbus
Chicago, IL
Partner closely with Product, Engineering, Technical Support, and Operations teams to ensure client feedback is incorporated into product improvements.
Added 4 mins ago
Director Investment Banking Business Technology & Product Management
Bank of Montreal (U.S.)
Berkeley Heights, NJ
…platforms and capabilities supporting the deal lifecycle, including client coverage, pipeline management, deal execution, client and deal data, and regulatory…
Added 4 mins ago
TPS Treasury Advisor - Technology Banking
BMO Bank N.A.
Chicago, IL · Milwaukee, WI · Minneapolis, MN · NY
As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US Commercial Bank TPS clients and prospects. This role…
Added 4 mins ago
TPS Treasury Advisor - Institutional Markets
BMO Bank N.A.
Los Angeles, CA · San Ramon, CA · San Francisco, CA · Fresno, CA · City of Industry, CA · San Jose, CA
As a Treasury Advisor, you will partner with senior sales professionals (Treasury Consultants) to deliver treasury solutions to US Commercial Bank TPS clients and prospects. This role…
Added 4 mins ago
Branch Banking Assistant Leader
Flagstar Bank N.A
United States
The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.
Added 4 mins ago
Branch Banking Assistant Leader
Flagstar Bank N.A
United States
The Branch Banking Assistant Leader drives branch revenue growth, operational integrity and client experience excellence, with a focus on reputational success in the community.
Added 5 mins ago
T
Aml Analyst
TEKsystems
Tampa, FL
- $40 USD / hour
…is responsible for reviewing the quality and accuracy of the Client Intelligence Unit (CIU) and Financial Intelligence Unit (FIU). This role involves a critical attention to detail and will…

Jefferson Bank

Private Client Advisor

San Antonio, TX, United States

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Job details

Experience: 1-3 years’ experience of working in a financial services environment or consultative sales and support environment for entry level candidates
Posting language: English

Original job description

JOB FUNCTION:

To attract and retain high net worth individuals, families and organizations by offering the highest level of personalized service, addressing complex financial needs with discretion, expertise and confidentiality. Promote and support the Bank’s strategic objectives and core values by driving growth, profitability, client satisfaction, and ethical standards across all private banking activities.

DUTIES & RESPONSIBILITIES:

Serve as a trusted advisor to high-net-worth individuals, families, business owners, and their professional advisors, building long-term relationships through personalized service and strategic financial guidance.
Assess client financial goals and coordinate customized banking, lending, trust, investment, insurance, and wealth management solutions to meet complex financial needs.
Generate new business by developing referral networks, representing Jefferson Bank in the community, cultivating centers of influence, and expanding the Bank's visibility and reputation. Consistently converts prospects into clients.
Monitor client satisfaction and retention efforts, proactively addressing concerns, and identifying opportunities to strengthen relationships.
Collaborate closely with Trust Officers, Investment Advisors, Wealth Managers, Credit Partners, and other internal specialists to deliver integrated financial solutions and exceptional client experiences.
Provide consistent, responsive, and high-touch service to clients and their related family members or business entities, maintaining flexibility to meet clients at their convenience.
Exercise sound judgment and discretion in advising clients, resolving complex financial matters, and making decisions that support clients' long-term financial objectives. Ability to assess Personal Financial Statements, Business Financials, and tax returns to determine credit-worthiness.
Partner with banking center and operational teams to ensure expedited, accurate, and discreet handling of transactions, inquiries, and service requests for Private Banking clients.
Plan and execute client appreciation events, educational seminars, and marketing activities that strengthen relationships, promote brand loyalty, and generate business growth
Adhere to all applicable banking regulations, fiduciary standards, risk management practices, and internal policies while safeguarding client interests, maintaining strict confidentiality and upholding organizational integrity
Authorize and supervise private banking transactions, including wire transfers and exception requests, ensuring appropriate controls, documentation, and compliance requirements are met.
Provide proactive, responsive, and highly personalized service that reinforces Jefferson Bank's relationship-based culture and enhances client loyalty and advocacy.
Perform other duties as assigned.

MINIMUM QUALIFICATIONS:

Work Experience

Thorough knowledge of financial products and familiarity with all departments and the Bank’s subsidiaries.
Strong interpersonal and communication skills to build and maintain client relationships.
Demonstrated success in client acquisition, retention, and portfolio growth.
This role has flexibility in level and title depending on the candidates’ experience and qualifications
1-3 years’ experience of working in a financial services environment or consultative sales and support environment for entry level candidates
5 or more years’ experience of working in a financial services environment or consultative sales and support environment for advance candidates
Demonstrated success in managing a portfolio of high-net worth individuals or family offices, providing strategic oversight across three or more integrated product lines - including investments, credit solutions, trust, insurance, etc.

Supervisory Experience

Candidates that are eligible for a Senior Advisor position must demonstrate at least 2 years of supervisory experience encompassing employee performance management (written reviews), developmental coaching, corrective counseling, and involvement in recruitment and hiring processes.

Education/Skills

4 year college degree

Competency Requirements

Demonstrated ability to make independent decisions with confidence and diplomacy
Proven ability to multitask various responsibilities in a calm manner
Effective verbal and written communication skills
Must have stamina to be available by phone outside of normal business hours
Must be confident in obtaining new and building business relationships with new and existing clients
Proven problem solving, conflict resolution, time management and decision-making skills

Physical Requirements

Must be able to maneuver in an office environment
Must be able to see and read from computer screens to communicate with clients
Must be able to type on keyboard to compose emails and other communications
Must be able to sit or stand for long periods of time
Must be able to speak to communicate with clients both one on one and on the phone
Must be able to drive and have reliable transportation to meet with clients

Equipment/Machines/Software

Proficiency with window based and platform software systems
Computers, telephones, fax machines and keyboard

Position Includes Driving

Driving is an essential function of the position. Valid driver's license and reliable transportation

This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs.

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