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Personal Banker Jobs in Millburn, NJ

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  • PortoVino - New York Representative Wanted!

    Portovino

    Personal Banker Job 19 miles from Millburn

    PortoVino seeks to hire a full-time representative based in New York City. PortoVino: We are a small-medium sized national importer of mostly Italian and French wines, with a few German and Austrian producers because we like them. -Outgoing, with an energetic personality and genuine love of selling European wine. Excited about all of the parts of our portfolio: edgy geeky wines, cool daily drinkers, traditional producers. -Involved and connected within the wine scene. Someone who floats between many circles within the wine world and has a deep rolodex. -Confident in assessing and discussing a range of styles of wine: natural, classic, fine, etc. -Eager to engage, learn and enjoy all phases of the sale and promotion cycle. Someone who is continuing to hone their salescraft. -Self-manager who learns from peer critique. -Fluid in all communication mediums: social, email, phone, text, and in person. Required Prerequisites: -Must have lived in the city for at least the past 3 years with -Ability to lift a 12-pack case of wine. -5 years of experience working in the wine industry. -Professional and/or personal connections to a range of wine industry people, including in restaurants and retail shops. - A true passion for wine! Compensation: Base salary; insurance stipend; commission on sales; bonuses; monthly expenses. Staff trips to Europe. Application Procedure: If you meet the prerequisites listed above, please send an email titled: [YOUR NAME] PortoVino Representative Position [YOUR CITY] Include a brief update in the email body of what your current or last work arrangement was and why PortoVino would be a good fit for you now. Please attach a copy of your CV. Don't include a formal cover letter. We will respond to qualified applicants to schedule a 10-minute screening interview. Grazie, PortoVino Job category: Sales and Marketing
    $33k-47k yearly est. 7d ago
  • Quantitative Trader

    DTG Finance & Capital Markets

    Personal Banker Job 19 miles from Millburn

    About Us: We are a well-funded and rapidly growing hedge fund with offices in London, NY, Hong Kong and Singapore, specializing in quantitative trading strategies. Our team consists of world-class researchers, technologists, traders/portfolio managers dedicated to developing cutting-edge models and executing high-performance trading strategies across multiple asset classes, with a primary focus on Equities and cross-asset Futures trading. Job Description: We are seeking a highly skilled and motivated Quantitative Traders/Portfolio Managers seeking the best technology platform, capital, IP freedom and competitive profit share. We are considering a range of candidates, from highly tracked PMs to SubPMs/Sr quants with own strategies, HFT or MFT, the set up (silo mode or collaborating/getting support from quantitative researchers and developers) will depend on one's experience/seniority. Key Responsibilities: Develop and implement algorithmic trading strategies across Equities or cross-asset Futures markets. Optimize and enhance existing trading algorithms to improve performance and scalability. Monitor and analyze trading performance, identifying areas for improvement. Ensure execution efficiency and manage trading risks effectively. Stay up-to-date with market trends, regulatory changes, and technological advancements. Collaborate with technology team to enhance trading infrastructure and execution systems. Qualifications & Requirements: Experience developing and trading own high or mid-frequency strategies. Bachelor's, Master's, or PhD in a quantitative field such as Mathematics, Computer Science, Engineering, Finance, or a related discipline. 4+ years of experience in algorithmic trading, either high-frequency or mid-frequency (Intraday to weeks average positions holding). Strong quantitative and statistical modeling skills. Experience with market microstructure, execution algorithms, and order book dynamics. Strong understanding of risk management techniques and portfolio optimization. Ability to work in a fast-paced, high-pressure environment with strong decision-making skills. Preferred Qualifications: Trading track record Use of alternative data sets, knowledge of machine learning techniques. Hands-on programming, Python, C++/C#, etc. What We Offer: Highly competitive compensation, including base salary, performance-based bonus/Pnl cut. A dynamic, collaborative, supportive work environment with top-tier talent. Truly cutting-edge technology and research tools. Competitive payout and comprehensive benefits package. Option of working in NYC, London, Singapore, HK or remotely. No non-compete, liberal terms Considering employee and SMA arrangements If you are passionate about algorithmic trading, we encourage you to apply and be part of our growing success. How to Apply: Please submit your resume and a cover letter detailing your experience and interest in the role. We're are ultra-discreet and honor confidential inquiries.
    $94k-155k yearly est. 5d ago
  • Project Finance Associate

    Taurus Search 4.6company rating

    Personal Banker Job 19 miles from Millburn

    My client is an international bank and is looking to hire a Project Finance Portfolio Management Associate to join their global business. They are open to hiring an Associate within their internal levels- comp ranges from $150-$200k on the base. This role will sit in the front-office team and will have a standard portfolio management responsibilities for a NAM project finance portfolio. They will work closely with the originations team and will also have exposure to new deals. Client is seeking a candidate with a strong project finance/renewables background. Candidate must have at least 3 years of experience. This position will sit on the first line of defense and will have portfolio management responsibilities including but not limited to: - Analyzing credit mitigation trends of the portfolio and individual names - Idea generation for value added cross buy or client opportunities - Quarterly and annual credit reviews - Process amendment waiver and requests - Write or review credit modifications; follow up required legal amendments to the documentation until execution - Analyze and evaluate amendment/consent/waiver requests, assessing their impact on credit and preparing credit approval applications with recommended actions. This position is based in Midtown NYC and is in office 3 days/week.
    $150k-200k yearly 4d ago
  • Entry Level Finance Associate (Mandarin or Cantonese Speaking)

    Social Capital Resources 3.8company rating

    Personal Banker Job 19 miles from Millburn

    Loan & Credit Operations Build relationships with the firm's clients Working with various operations and reconciliations functions Qualifications: Bachelor's Degree is required (Finance or business is highly preferred) 0-2 years experience working in a Financial Services position Fluency in Mandarin or Cantonese is a MUST
    $93k-161k yearly est. 2d ago
  • Personal Banker- Middle Village, NY

    Valley Bank 4.4company rating

    Personal Banker Job 19 miles from Millburn

    As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures. Responsibilities include but are not limited to: Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services. Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers. Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members. Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines. Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits. Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs. Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred. FIS/IBS (Integrated Banking Solutions) preferred.
    $39k-52k yearly est. 4d ago
  • Power Trader

    Storm4

    Personal Banker Job 19 miles from Millburn

    ⚡ Role: Power Trader (Virtuals) 💰 Compensation: $150-220k base + 25-30% of book 💼 Benefits: Full comprehensive package Join a Leading Power Trading Firm We're working with a top-performing, highly capitalized proprietary trading shop that's consistently profitable and active across all major US power markets. With top-tier infrastructure, deep capital backing, and a strong team of experienced traders, they offer a real opportunity to trade at scale and make an impact-all while having the support and tools you need to succeed. They're growing their Virtuals desk and looking for skilled traders ready to take ownership, drive PnL, and thrive in a high-performance environment. What You'll Be Doing: Run and scale a Virtuals book with real ownership Use cutting-edge tech and data to execute your edge Work alongside a team of high-caliber traders, while having the freedom to trade your own way Contribute to the growth of a market-leading desk What They're Looking For: A solid track record in Virtuals trading Strong grasp of US power markets and grid dynamics Sharp risk management and decision-making skills A competitive but collaborative mindset Why It's Worth a Conversation: Competitive comp with strong upside (25-30% of book) Work with some of the best in the industry Room to grow, learn, and scale your strategies Balance of autonomy and support-do your thing, backed by a world-class platform 📧 Sounds interesting to you? Please click on the ‘Easy Apply' button. You can also send your resume directly to ************************ or message me directly! ⚡ Storm4 is a specialist GreenTech recruitment firm with clients across Europe, APAC and North America. To discuss open opportunities or career options, please visit our website at ************** and follow the Storm4 LinkedIn page for the latest jobs and information
    $150k-220k yearly 10d ago
  • Portfolio Finance / Treasury Associate

    Clear Point Group 4.6company rating

    Personal Banker Job 19 miles from Millburn

    A leading multi-strategy hedge fund is seeking a Treasury / Portfolio Finance Associate to support the build-out and optimization of key infrastructure related to trading, financing, and operational processes. This role centers on the modeling and analysis of complex datasets derived from both internal systems and external sources. The Associate will report directly to the Head of Portfolio Finance and engage with stakeholders across the firm. Key Responsibilities: Maintain and improve a proprietary margin modeling framework to enhance data accuracy, scalability, and decision-making utility. Conduct in-depth daily margin analysis to support liquidity optimization and proactively manage relationships with prime brokers and other financing counterparties. Oversee and help optimize cash and financing balances across prime brokers and custodians, with a focus on reducing financing costs. Partner with internal teams to develop and implement a robust Treasury platform leveraging both proprietary tools and third-party solutions. Qualifications: Minimum of 4 years' experience in a Treasury, Financing, or Prime Brokerage-related role at a hedge fund or financial institution. Strong quantitative and analytical skillset; able to work with large, complex data sets. Advanced Excel skills (including macros, pivot tables, and complex formulas) required; proficiency in SQL, VBA, or Python strongly preferred. Experience in data modeling, process design, and systems development.
    $104k-160k yearly est. 3d ago
  • Finance Associate

    Navitas Resourcing Group

    Personal Banker Job 19 miles from Millburn

    Finance Associate Salary: $130-145k + Bonus Navitas has joined forces with a well-established renewables developer based in New York. The company specializes in Utility and DG-scale Solar + BESS projects and is supported by one of the world's leading energy companies. It is experiencing rapid and sustained growth. Job Description: Build and improve financial models for projects, underwriting and financing transactions. Assist in project development, project and portfolio acquisitions, and deal structuring. Develop presentation materials for new opportunities, highlighting the investment thesis, key value drivers, sensitivity analyses, and market dynamics. Contribute to the identification and evaluation of potential project investment opportunities. Qualifications: 2+ years of Project Finance experience in a Developer/IPP or Investment Banking Bachelor's degree in finance, economics, or a related field. A master's degree is a plus. Strong financial modeling skills with a strategic, conceptual, and analytical mindset. If you fit the description, please apply below! Or send your resume to: ***********************
    $73k-129k yearly est. 6d ago
  • Structured Finance Acquisition & Advisory - Associate

    SMBC Group

    Personal Banker Job 19 miles from Millburn

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. Role Description This individual will support senior team members in developing and managing client relationships by taking an active role in developing, structuring and executing a broad range of advisory and financial transactions for our clients in the energy and infrastructure sectors. The individual will also occasionally support other teams focused on cross-border transactions. Associates also provide guidance to analysts and work closely with senior and junior team members in all stages of transaction execution including financial modeling and analysis, creating and preparing presentations and interacting with clients and various departments within the firm. Role Objectives Create and/or work with complex financial models which support the analysis of companies in particular sectors. This will frequently require creating detailed pro forma models. Assist in obtaining merger and acquisition (M&A) mandates, debt advisory, equity capital market transactions and acquisition financing by leveraging the execution and lending capabilities of SMBCand its partners. Support senior bankers in the origination of new transactions by preparing presentation materials, analyzing companies and industries and gathering necessary information. Support the execution of transactions by preparing marketing materials, debt sizing and valuation exercises, , managing the due diligence process and supporting outreach efforts. Assist in the establishment of the platform, including extensive (deep dive) analysis of targeted clients, helping create the databases and other information needed for the development and ongoing operations of specific sectors. Help coordinate internally with other stakeholders regarding client interactions, transactions and credit approvals. Participate in client meetings and pitches. Demonstrate initiative and ability to contribute value-add information to the meetings, i.e.. Valuation, debt sizing, specific sector topics, etc. Qualifications and Skills Investment banking, project finance, advisory or similar experience in energy and/or infrastructure sectors Outstanding financial modeling/valuation and analytical skill. Create and/or work with complex financial models which support the analysis of power/energy/infrastructure assets or companies in those sectors. Excellent research skills and ability to prepare client materials and execute transactions with minimal supervision. Strong accounting and credit skills with an ability to read, interpret financial statements and perform credit/cash flow analysis proficiently. Ability to prepare client materials and execute transactions with minimal supervision Ability to organize thoughts, clearly articulate points, and provide summaries and explanations of transactions, verbally or in writing, to clients, management or other internal departments. Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines. General understanding of power/energy/infrastructure sectors in Latin American countries Able to quickly learn and adapt to new processes and systems. Leadership skills (will assist in leading and training junior staff.) Work Experience: Minimum 3 full years of experience at the analyst level in an investment banking group or other similar experience. Demonstrated ability of having meaningfully contributed to the origination and execution of M&A, debt/financial advisory or strategic mandates. Education Required BA/ BS. Preferred MA/ MS/ MBA. Licenses, Certifications, Registrations Series 63 and 79 required. CFA a plus. Language Skills Strong written and verbal English and Spanish communication skills. Portuguese is a plus. Software Systems/ Programming Languages Microsoft Office, Word, Excel, PowerPoint
    $73k-129k yearly est. 4d ago
  • Portfolio Finance Associate - Asset Manager in NYC

    Coda Search│Staffing

    Personal Banker Job 19 miles from Millburn

    Our client, a global private credit asset manager, is looking for a Portfolio Finance Associate to join their Treasury team. This person will be responsible for managing the capital activity for their closed end funds, and will be working on liquidity for fund financing. The firm has a great reputation in the market, and is a long-standing client of Coda Search. Requirements: 3 - 7 years of experience Strong understanding of Treasury concepts and processes Excellent communication skills Excellent Excel and MS Suite skills
    $73k-129k yearly est. 7d ago
  • Energy Trader

    Kintec Search, Inc.

    Personal Banker Job 19 miles from Millburn

    Responsibilities Focus on energy markets, with specific interest in PJM and MISO market Utilize quantitative skills, a combination of tools, and market knowledge to collect and analyze market data, supporting your hedge strategies recommendations and execution Apply quantitative analysis to understand market dynamics and make data-driven decisions, using a plethora of sources such as weather forecasts, ISO data, asset specific info, PPA conditions, etc. Actively manage volumetric, congestion and DART exposures, using market instruments such as outright power, FTRs/PTPs, virtuals, options. Analyze and recommend the best strategies around capacity auctions in PJM and MISO. Co-develop tools and integrated systems supporting the trading activity, such as stack models, bidding tools, dashboards. Track market dynamics, following fundamentals, trends, regulatory updates. Maintain close interaction with operational teams, collecting real-time asset insights and proving them with market info to base operational decisions (e.g., maintenances, LD estimates, etc.). Present hedge strategies (and their results) to executive committees and broader groups, (e.g., including teams such as finance, operations, legal, asset managers, etc.). Collaborate with trading teams across the organization sharing and aligning market insights and views. Qualifications Have a strong understanding of PJM and MISO (additional knowledge in ERCOT is not required but appreciated), with hands-on experience or interest in these regions. Have experience transacting in PJM and MISO (additional ISO also a plus), especially in short- and medium-term markets, with instruments such as dailies, weeklies, virtuals, CRRs and PTPs. Are skilled in quantitative analysis and can apply those skills in a market context. Have a passion for the energy market, particularly in renewable sources like solar and wind, as well as storage technologies. Can keep track of market trends, fundamentals, and regulatory changes in PJM (such as changes in market design and the capacity auctions) and interpret their impacts in the overall market conditions. Direct knowledge of how to manage or optimize energy assets like solar, wind, battery storage, or thermal plants is a plus Good understanding in risk management, usual metrics and thresholds Proficiency handling complex data sets, using tools such as Excel and Pyhton (SQL queries is a plus)
    $103k-180k yearly est. 4d ago
  • Financial Services Representative

    Barnum Financial Group 3.3company rating

    Personal Banker Job 19 miles from Millburn

    About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience
    $46k-78k yearly est. 3d ago
  • Structured Finance Associate

    Blue Gate Capital 3.2company rating

    Personal Banker Job 19 miles from Millburn

    Blue Gate Capital, is a private lender in the Real Estate Space, aka hard money, asset based lender, commercial real estate lender. BGC is known for providing fast and reliable financing options for Real Estate Developers, Investors, Builders & Land Lord Operators. We focus on flexibility, agility, and client-centric solutions tailored to meet the unique needs of clients. BGC offers variety of loan programs Asset classes: SingleFam, 1-4 Units, Multifamily, Commercial/MU Loan Types: Bridge, Fix&Flip, Ground Up Construction, DSCR Role: Loan Originator - Loan Officer This is a full-time on-site role. The role involves developing, originating and Structor deals. You will be support by a plethora of warm leads, and robust data platforms enabling you to effectively hunt for new business. Accompanied by excellent technology and CRM (Salesforce) with Ai sms & email, auto client follow ups and work flows. Roles Requires tremendous amount of speaking to new clients via phone and email. Qualifications Business Development & Sales Experience as a Real Estate Agent Experience in Mortgages and Loan Origination Experience in Financial Sales Strong communication skills Responsibilities Place Warm Calls to Leads that have applied. Get Clients to place Appraisals reports Originate loans by evaluating client needs and financial situations. Develop and maintain relationships with clients to facilitate business growth. Utilize CRM Salesforce software for accurate data entry and analysis. Collaborate with team members to enhance communication and streamline operations. *** This offering is W9/1099 Commission Role *** Similar to a Mortgage Loan Officer or Real Estate Sale Agent**
    $61k-103k yearly est. 2d ago
  • Banking Services Representative - Domestic Private Banking"

    Tandym Group

    Personal Banker Job 19 miles from Millburn

    A recognized financial services company in New York City is seeking a personable and hardworking professional to join their growing team as their new Customer Service Representative. In this role, the Banking Customer Service Representative will be responsible for assisting Domestic Private Banking teams with the handling of all service-related matters for their clients, including operations, account opening and maintenance, cash management, and loan servicing. About the Opportunity: Start Date: ASAP Assignment Length: Ongoing Schedule: Monday to Friday Hours: 9am to 5pm Responsibilities: Take full ownership of customer inquiries to help support the retention and further growth of our firm by supporting the Banker with the daily processing of customer information and requests Effectively manage and utilize case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements Establish robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload, and help provide a white glove experience for our internal and external clients Assist in the review of daily reports, temporary overdrafts, and funds transfer requests, including fee modifications and waivers Collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC Coordinate and manage manual wire and internal transfer requests Assist clients/internal partners via various methods of communication (e.g., online application, phone, chat, in-person, email, etc.) Perform other duties, as needed Qualifications: 1+ years of related work experience in the Financial industry or transferable skills Bachelor's Degree Passion for providing white glove Customer Service Exceptional phone etiquette Excellent interpersonal skills Great communication skills (written and verbal) Strong attention to detail Highly organized Desired Skills: Familiar with KYC
    $40k-49k yearly est. 26d ago
  • Financial Sales Representative

    Blueline Capital Group 4.6company rating

    Personal Banker Job 19 miles from Millburn

    Financial Sales Representative Compensation: Commission-Only | $100,000 - $200,000+ annually Location: Full-Time, In-Person| Financial District, NYC Blueline Capital Group is seeking highly motivated, driven individuals to join our expanding sales team. This is a fast-paced, performance-based opportunity for professionals looking to earn six figures or more within their first year. Please note: This is a commission-only, in-office position. About Blueline Capital Group Blueline Capital Group is a dynamic financial services firm providing working capital solutions to businesses across all industries-from growing startups to publicly traded companies. We specialize in: Merchant Cash Advances Small Business Loans Lines of Credit Term Loans Equipment Financing Auto Financing What We Offer Uncapped earning potential A modern office in the Financial District Performance-based bonuses A collaborative, high-energy team environment Opportunities for career advancement and professional development Responsibilities Prospect and engage with business owners to offer tailored financial solutions Follow up with interested leads and communicate the value of partnering with Blueline Capital Close deals and manage relationships using our CRM platform Meet and exceed weekly, monthly, and quarterly sales targets Maintain a strong pipeline and proactive approach to business development Qualifications Entrepreneurial mindset with a strong desire to succeed financially Quick learner and strategic thinker Excellent communication and time management skills Highly organized, self-motivated, and detail-oriented Ability to thrive in a fast-paced, competitive environment Schedule Full-time Monday to Friday In-person, 8-hour shifts If you're ambitious, sales-oriented, and ready to be part of a growing team, we encourage you to apply. We look forward to connecting with candidates who are serious about building a long-term career in financial services.
    $100k-200k yearly 28d ago
  • Finance Associate Attorney

    McClure Harrison, Inc.

    Personal Banker Job 19 miles from Millburn

    Are you a Finance associate looking to make a lateral move to an AmLaw 100 firm in NYC? Do you have at least 2 years of experience in leveraged finance, lending, and/or fund financing as a law firm associate? Do you want to join a Chambers ranked finance group at a prestigious firm? Then this might be the right opportunity for you! The ideal candidate will have: 2+ years of top law firm experience Experience drafting complex finance transactions JD from a T-20 law school or top 25% of a T-50 law school Licensed in NY This is a fantastic opportunity to work with an exceptional team at a top firm! If you are interested in learning more about this position, please submit your resume in confidence and one of our dedicated associate recruiters will be in contact if you meet our qualifications. We will not disclose your identity or share your resume with our client until we have your express permission.
    $73k-129k yearly est. 17d ago
  • Associate - Aviation Finance

    Eden Rose USA

    Personal Banker Job 19 miles from Millburn

    Job Title: Associate - Aviation Finance Salary Range: $300,000 - $360,000 Our client, a leading law firm, is seeking a talented and highly motivated associate to join their Finance practice with a focus on aviation-related transactions. The firm's aviation finance team works with a diverse group of clients, including major banks, private equity firms, leasing companies, airlines, investors, traders, and manufacturers. The role will involve managing a wide range of complex aviation transactions, such as financing (lending and capital markets), leasing, trading, restructuring, asset enforcement, and the creation of joint ventures and leasing platforms. Key Responsibilities: Lead and manage large-scale financing transactions, including both secured and unsecured deals, as well as capital markets transactions, with a focus on those exceeding $100 million in value. Draft, review, and negotiate key legal documents, including credit agreements, indentures, leases, and purchase agreements. Provide expert legal advice on interpreting and navigating complex transactional documents. Work on various aviation finance and leasing matters, addressing corporate, tax, and insolvency issues specific to aviation transactions. Manage multiple matters simultaneously, collaborating effectively with both internal teams and external clients to ensure seamless execution. Qualifications: Deep understanding of secured and unsecured financing, including a strong grasp of the Uniform Commercial Code (UCC) Article 9 and the Cape Town Convention. Ideal candidate should be a member of the Class of 2020-2022. Proven experience in managing and closing large-scale financing transactions, particularly those valued over $100 million. Demonstrated expertise in drafting, negotiating, and advising on credit agreements, leases, indentures, and other related legal documents. Solid knowledge of the aviation finance and leasing industry, along with an understanding of related corporate, tax, and insolvency issues. Experience in a fast-paced, large law firm environment, successfully handling complex matters and working with a diverse range of clients. Strong academic background with exceptional drafting, negotiation, and organizational skills. Ability to work independently and collaboratively in a dynamic, high-pressure environment. Must be admitted to practice law in New York. This is an exciting opportunity for an associate looking to advance their career in aviation finance, working on high-profile transactions with top-tier clients. Ref: 87603
    $73k-129k yearly est. 16d ago
  • Debt Finance Associate

    Sonder Consultants 4.4company rating

    Personal Banker Job 19 miles from Millburn

    A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share. The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side. This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
    $71k-115k yearly est. 10d ago
  • Associate Social Copywriter - Finance

    Solomon Page 4.8company rating

    Personal Banker Job 19 miles from Millburn

    We are looking for a skilled Copywriter to support the social media initiatives for a large investment bank. This temporary role offers the opportunity to contribute to multiple business units, including Investment Banking, Capital Markets and Investment Management. Based in Midtown Manhattan with a hybrid work schedule (3x per week), you will combine an understanding of financial markets with social copy development, storytelling and digital engagement. In this role, you will collaborate with a diverse team of strategists, creative partners and compliance experts to craft compelling content that resonates with your audience, all while ensuring adherence to brand and regulatory guidelines. If you are a versatile writer who thrives in a fast-paced, high-volume environment, would love to hear from you! Responsibilities: Work alongside cross-functional teams (strategists, designers, stakeholders) to write impactful social media copy, including LinkedIn posts, video scripts and infographics Ensure all copy adheres to the client's brand tone, voice and messaging standards Stay up-to-date with trends in investment banking, capital markets and asset management to generate relevant content ideas Collaborate with strategists to pitch new content concepts, post series and messaging frameworks Present data-driven content ideas to senior leadership, backed by insights and industry knowledge Required Qualifications: Bachelor's degree in Marketing, Communications, Journalism or related field 2+ years of professional copywriting experience, ideally with a focus on social media. Experience in financial services is preferred but not required Familiarity with financial concepts, especially in investment banking, capital markets and asset management is a big plus but not required Ability to simplify complex financial topics into engaging, accessible content for a broad audience Ability to analyze performance metrics (engagement, conversions, sentiment) to optimize content Exceptional interpersonal skills and a proven ability to collaborate with senior stakeholders and cross-functional teams Strong writing ability, with flexibility to adapt tone and style across different audiences and platforms Ability to handle multiple projects simultaneously and meet tight deadlines If you meet the required qualifications and are interested in this role, please apply today. The Solomon Page Distinction Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve. About Solomon Page Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn. Opportunity Awaits.
    $40k-57k yearly est. 10d ago
  • Financial Services Representative

    Barnum Financial Group 3.3company rating

    Personal Banker Job 13 miles from Millburn

    About the job Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth. We provide a powerful combination of support including: our extensive training program, Advisor Pro. personal coaching from proven winners customized marketing support to help you acquire clients and build your brand access to a broad range of products to meet client needs tools to manage your practice and support the sales process Duties and responsibilities: Prospecting, networking and obtaining clients through various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates. Qualifications Strong interpersonal, organizational and communication skills. Self-starter who is goal oriented Team player with a hearty work ethic BA, BS, and/or Graduate Degree or equivalent work experience
    $23k-39k yearly est. 3d ago

Learn More About Personal Banker Jobs

How much does a Personal Banker earn in Millburn, NJ?

The average personal banker in Millburn, NJ earns between $23,000 and $51,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average Personal Banker Salary In Millburn, NJ

$35,000

What are the biggest employers of Personal Bankers in Millburn, NJ?

The biggest employers of Personal Bankers in Millburn, NJ are:
  1. Wells Fargo
  2. PNC
  3. The PNC Financial Services Group
  4. PNC Bank, National Association
  5. Valley National Bank
  6. Provident Financial
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