Also referred to as: Private Client Banker I
Requirements and Responsibilities

Private Banker I manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are 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. Being a Private Banker I acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker I typically requires a bachelor's degree. Typically reports to a manager. The Private Banker I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Private Banker I typically requires 0-2 years of related experience.

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