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)
Must be self-starter, detail-oriented, good customer service skills, and able to work efficiently on your own.
Responsibilities include but are not limited to:
Filing, answering phones, handling walk-ins, assist security team, assist with short-term rental coordination, any other assistance requested by management team.
Must be able to pass a background check.
Saturdays from 9:00 - 1:00 are mandatory, unless otherwise approved in advance by manager.
Hours are Tuesday through Friday 9:00 - 4:00 and Saturday 9:00 - 1:00.
Job Type: Part-time
Pay: $16.00 - $20.00 per hour
Schedule:
Experience:
Work Location: In person
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