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Universal banker Jobs in Louisville, KY

Last updated: 23 hours ago
AVP Associate Private Banker

AVP Associate Private Banker

Morgan StanleyLouisville, Kentucky, US
Americas-United States of America-Kentucky-LouisvilleEducation Level : Bachelor's Degree.Private BankingEmployment Type : Full TimeJob Level : Assistant Vice President. Morgan Stanley (“MS”) is a global f...Show moreLast updated: 30+ days ago
  • Promoted
Security Officer - Afternoons

Security Officer - Afternoons

Allied UniversalLouisville, KY, US
$17.58 hourly
Full-time
Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclus...Show moreLast updated: 23 hours ago
  • Promoted
Mental Health Associate (Nights) - No Experience Required

Mental Health Associate (Nights) - No Experience Required

Universal Health ServicesLouisville, KY, United States
Full-time
ResponsibilitiesThis full-time opportunity in Behavioral Health offers 36 hours per week, full benefits and a day shift schedule. Hours for this position are 7p-7a with rotating weekends.This positi...Show moreLast updated: 6 days ago
Business Development Manager - Automotive

Business Development Manager - Automotive

Universal-RobotsLouisville, KY, US
Do you want to be a part of the world of collaborative robots?.Are you an energetic top-of-the-class sales manager who thrives in challenging and dynamic environments? Then join us on our exciting ...Show moreLast updated: 30+ days ago
Universal Banker- Russell

Universal Banker- Russell

TruistLouisville, KY
Full-time
ESSENTIAL DUTIES AND RESPONSIBILITIES.Following is a summary of the essential functions for this job.Other duties may be performed, both major and minor, which are not mentioned below.Specific acti...Show moreLast updated: 30+ days ago
  • Promoted
MARKET RELATIONSHIP BANKER

MARKET RELATIONSHIP BANKER

Old National BankHILLS DALES, KY, United States
Full-time
Old National Bank has been serving clients and communities since 1834.With $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted partner, ...Show moreLast updated: 6 days ago
Relationship Banker - Allison Ln - Jeffersonville, IN

Relationship Banker - Allison Ln - Jeffersonville, IN

JPMorgan Chase Bank, N.A.Jeffersonville, IN, US
Full-time
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 2 days ago
PHOTOGRAPHER / PORTRAIT SALES Job at Universal Church Directories in Louisville

PHOTOGRAPHER / PORTRAIT SALES Job at Universal Church Directories in Louisville

Universal Church DirectoriesLouisville, KY, United States
Full-time
Earn a steady living doing what you love, photography.Our photographers average $200 - $400 and up per day of photography. Universal Church Directories is looking for responsible, highly motivated, ...Show moreLast updated: 4 days ago
Student Consumer Banker (Highland)

Student Consumer Banker (Highland)

First Financial BancorpLouisville, KY
Part-time
We do the right things, right now.We do them in a way that is relevant to our clients.Become a part of our history as it continues to be written! . If you are interested and qualified for this role,...Show moreLast updated: 30+ days ago
Float Personal Banker Associate I - Louisville, KY

Float Personal Banker Associate I - Louisville, KY

Fifth Third BankLouisville, KY
Full-time
Make banking a Fifth Third better®.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provide excellent customer ca...Show moreLast updated: 16 days ago
Relationship Banker (MLO)

Relationship Banker (MLO)

PNCLouisville, KY, USA
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.As a(n) [position title] w...Show moreLast updated: 30+ days ago
Universal Banker I

Universal Banker I

Peoples BankLouisville, KY, US
Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in Amer...Show moreLast updated: 30+ days ago
Senior Banker - 31 West Financial Center

Senior Banker - 31 West Financial Center

Bank of AmericaNew Albany, IN
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...Show moreLast updated: 30+ days ago
PHOTOGRAPHER / PORTRAIT SALES Job at Universal Church Directories in Louisville

PHOTOGRAPHER / PORTRAIT SALES Job at Universal Church Directories in Louisville

MediabistroLouisville, KY, United States
Full-time
Earn a steady living doing what you love, photography.Our photographers average $200 - $400 and up per day of photography. Universal Church Directories is looking for responsible, highly motivated, ...Show moreLast updated: 4 days ago
Personal Banker

Personal Banker

PNC BankGoose Creek, KY
To apply for this position please.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our cu...Show moreLast updated: 30+ days ago
  • Promoted
Warehouse Associate (B-Crew)

Warehouse Associate (B-Crew)

Universal Logistics HoldingsLouisville, KY, United States
$18.50–$30.00 hourly
Are you looking to join a dynamic team that provides its people with the tools to be successfull and opportunities to grow?. Universal Logistics is a leading provider of customized transportation an...Show moreLast updated: 2 days ago
AVP Associate Private Banker

AVP Associate Private Banker

Morgan StanleyLouisville, Kentucky, US
30+ days ago
Job description

AVP Associate Private Banker

Job Number : 3255852

Posting Date

Aug 14, 2024

Primary Location

Americas-United States of America-Kentucky-LouisvilleEducation Level : Bachelor's Degree

Private BankingEmployment Type : Full TimeJob Level : Assistant Vice President

Description

Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments—Institutional Securities, Wealth Management, and Asset Management. Wealth Management provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and trust services. We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group. The Associate Private Banker will provide product and service support for the Private Bankers in the region as well as the Region Manager. Job Description / Position Responsibilities

  • Partner with Private Banker(s) and Advisors to assess opportunities and provide suitable cash management and lending solutions for their clients
  • Partner with their Private Banker(s) to provide FA and their client(s), Private Banking products / solutions, distribution and service support
  • Establish a reputation of execution and excellence. Gain confidence of FAs and Private Bankers to fully develop the cash management and lending opportunities with their clients
  • Assist in developing and implementing marketing campaigns
  • Assist in the development and maintain adequate marketing pipelines to meet revenue targets.
  • Communicate new product and policy enhancements to FAs and branch staff
  • Work with and communicate effectively with Financial Advisors, Branch Managers & staff, Private Bankers & Product partners

Qualifications

Required Experience :

  • Minimum of 3 years of experience with an investment, commercial or private bank
  • 2 years of client service, business development and / or Sales Desk experience
  • Experience in understanding the financial needs of all types of clients
  • Bachelor’s degree preferred, or relevant work experience Skills / Abilities :
  • Strong knowledge of cash management and lending products including bank deposits, certificates of deposits, credit cards, residential mortgage products, home equity lines of credit, securities-based loans, high net worth tailored lending products & commercial credit products
  • Excellent verbal and written communication skills
  • Possess excellent relationship building, business development and service skills and have the desire and drive to consistently achieve top quartile results
  • Ability to understand the financial needs of the retail brokerage clientele
  • Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
  • Software proficiency (e.g., Word, Excel, PowerPoint)
  • Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
  • Strong interpersonal collaboration and team skills including working with cross-functional teams Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
  • It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

    Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet).