The Entry Private Banker develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. 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. Being an Entry Private Banker achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as advisor, providing financial research and information. In addition, Entry Private Banker typically requires a bachelor's degre ...e. Typically reports to a supervisor or manager. Being an Entry Private Banker works on projects/matters of limited complexity in a support role. Work is closely managed. Working as an Entry Private Banker typically requires 0-2 years of related experience.More Show Less
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