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)
PRIMARY JOB OBJECTIVE:
The Personal Banker will create and manage the customer experience for branch customers and prospects. Will manage the experience from start to finish, efficiently handling all types of service transactions and identifying sales opportunities. To demonstrate and communicate a thorough understanding of all of the Bank’s products and services, including educating and training on current technology and alternate delivery methods. Aware of and follow all security policy and procedures. The Personal Banker will engage in sales and service activities and contribute directly to the success of the branch by recognizing and uncovering opportunities.
MAJOR JOB DUTIES:
Provides a variety of transactions for customers, including all standard teller transactions, while seeking opportunities to develop customer relationships and identify sales opportunities.
Educate and train new and existing customers about the features and benefits of PriorityOne Bank’s personal and business banking products to include new applications.
Sell consumer/small business banking products and services to customers and prospects.
Ensure compliance with all Federal and State laws.
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0 Private Banker jobs found in Hattiesburg, MS area