Regional Banker Private Banker
Provides full-service banking to high value customers and oversees a portfolio of account relationships. Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs. Partners and/or acts as a liaison to other internal departments. Continually builds a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs.
- Develops book of business to develop and grow branch volume and sales
- Work with clients to determine future needs with a wide range of Wealth products
- Specializes in credit and cash management products for the affluent clientele
- Coordinate ith other departments to help resolve any operational problems encountered
- Arrange meetings, events, appointments and integrate it to their partner's calendar.