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)
SUMMARY:
In this position, you will be responsible for providing full-service banking to high-net-worth individuals.
LOCATION:
This position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for location will be Waldorf Crain Highway, Waldorf, MD.
QUALIFICATIONS REQUIRED:
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
OTHER REQUIREMENTS: