Private Banker 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 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 typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
You don’t have to be crazy to work here. We will train you. We offer our agents 156 training opportunities throughout the year - all virtual, live and recorded for convenience. One training opportunity is our monthly top agent private mastermind group, where we dive deep into wealth-building with industry-leader guest speakers. We also offer group and 1-on-1 coaching to help you achieve your personal goals. We have two broker locations for your convenience.
We can help you. Reach out to Josh or James for a free lunch.
Legacies are made…. not born. here's how our agents are making legacies:
Coldwell Banker The Legacy Group (307) 315-6161.
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