Also referred to as: Intermediate Private Banker
Requirements and Responsibilities

Private Banker II 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 II 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 II typically requires a bachelor's degree. Typically reports to a supervisor or manager. The Private Banker II gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Private Banker II typically requires 2 to 4 years of related experience.

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