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 Universal Banker serves in an advisory role to build relationships with existing/new customers by cross selling the Banks products and services and related features. Actively prospects for new clients to contribute to the team goals. This individual is able to provide exquisite customer service and process teller transactions accurately and efficiently.
DUTIES
EDUCATION - High school diploma or equivalent is required.
EXPERIENCE
LICENSE - Must currently have or be able to secure and maintain a registration ID number with the Nationwide Mortgage Licensing System.
QUALIFICATIONS
Responsible for understanding the Banks compliance policies as it relates to the specific individual job duties and following the provisions of such policies, specifically understanding that any violation of such policies must be reported to the Director of Regulatory Services immediately.
The ability to recognize and value the diversity of Traditions Bank associates, customers, and business partners is essential. This associate demonstrates personal behaviors exemplary of the Core Values of Traditions Bank.
0 Private Banker jobs found in York, PA area