Private Banker I
Also referred to as: Entry Level Private Banker, Level I Private Banker, Private Banker I
Requirements and Responsibilities
Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Typically requires a bachelor's degree. Typically reports to a supervisor or manager. Works on projects/matters of limited complexity in a support role. Work is closely managed. Typically requires 0-2 years of related experience.
Job Statistics
Years of Experience Education Level
Company Size Industry
Similar Jobs:  Private Banker II, Private Banker III, Private Banking Manager, Private Banking Director, Private Label Manager, E2 - Private (Army), E3 - Private First Class (Army), Laboratory Supervisor I, Marketing Assistant I
Level of Education:  Private Banker I Salaries with a High School Diploma or Technical Certificate, Private Banker I Salaries with an Associate's Degree, Private Banker I Salaries with a Bachelor's Degree, Private Banker I Salaries with a Master's Degree or MBA, Private Banker I Salaries with a JD, MD, PhD or Equivalent
Categories:  Banking, Financial Services, Insurance
Industries:  Financial Services,
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