Manages a private banking portfolio of individuals with high-net worth. Responsible for accomplishing deposit and loan volume goals through customer service and adhering to policies and procedures. May require a bachelor's degree and at least 5 years of experience in the field or in a related area. Familiar with standard concepts, practices, and procedures within a particular field. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks. Works under general supervision. A certain degree of creativity and latitude is required. Typically reports to a manager.
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