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View salary and benefits informationManages 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. Acts as an 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 manager. Occasionally directed in several aspects of the wo more...
The Private Client Banker II develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. 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. Being a Private Client Banker II achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as an advisor, providing financial research and information. In addition, Private Client Banker II typically requires a b more...
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. Acts as an 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 manager. Work is closely managed. Works on projects/matters more...
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. Acts as an 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 manager. Work is generally independent and collaborative in more...
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. Acts as an 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 manager. Work is highly independent. May assume a team lead more...
The Entry Private Banker develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. 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. Being an Entry Private Banker achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as advisor, providing financial research and information. In addition, Entry Private Banker typically requires a bachelor's degre more...
The Private Client Banker III develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. 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. Being a Private Client Banker III achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as an advisor, providing financial research and information. In addition, Private Client Banker III typically requires more...
The Private Client Banker I develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. 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. Being a Private Client Banker I achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as an advisor, providing financial research and information. In addition, Private Client Banker I typically requires a bach more...
The Personal Banker II identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker II provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the r more...
Develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Main more...
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