Also referred to as: Entry Private Banker
Requirements and Responsibilities

Private Banker I manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is 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 I acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Additionally, Private Banker I typically requires a bachelor's degree. Typically reports to a supervisor or manager. The Private Banker I works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Private Banker I typically requires 0-2 years of related experience.

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