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)
Job Overview:
Job Duties:
- Perform echos, structured reporting, great patient care
- EMR: Heartlab & Epic
- Weekend Requirement: no
- Holiday Requirement: no
- Call or standby requirement: no
- Floating Requirements: no
Extra Benefits:
- Paid sick leaves
- Completion bonus
Job Types: Travel healthcare, Contract
Pay: $3,200.00 - $3,300.00 per week
Benefits:
Medical specialties:
Schedule:
Ability to Relocate:
Work Location: In person
Clear All
0 Private Banker jobs found in Bremerton, WA area