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 Personal Banker will competently assist customers in opening and managing their bank accounts and finances. This position will meet with customers face-to-face, over the phone, or through email to resolve issues, advise on bank services for their needs, and open, close, and oversee transactions. The Personal Banker will build and maintain relationships with customers by creating good rapport and providing on-going support regarding products and services.
Promote an environment where the banking needs of current and prospective customers are consistently met in accordance with bank policy and regulatory requirements. The Personal Banker will actively promote the interests of the bank in the community and simultaneously make the needs of the community known to the bank.
Clear All
0 Private Banker jobs found in Sioux City, IA area