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)
The Role of the Office Administrative Assistant is to help the office establish and/or maintain a professional relationship with agents and clients by ensuring that all listings, marketing and vendors are taken care of on a daily basis. The Office Administrative Assistant is also responsible for providing day-to- day operational assistance to Leadership as well as overseeing all office administrative duties:
Listing Duties:
Office Duties:
Performs daily opening tasks, including, but not limited to coffee service, organizing the office and conference room areas, restocking supplies, printer paper, ensuring the central area and bathrooms are clean and presentable, etc.
Agent Duties:
Competencies
Required Education and Experience
Preferred Education and Experience
Additional Eligibility Qualifications
Holidays, sick time, and PTO offered
Job Type: Full-time
Pay: $17.00 - $18.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Experience:
Ability to Relocate:
Work Location: In person
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