Private Client Office Banker
Core
Manage elite service delivery for affluent clients and prospects across all channels, handling transactions, inquiries, and relationship deepening within a Private Client Office.
Role type
Front-line Private Client Office Banker
Builds
White-glove client service experiences and routine banking transactions
Domain
Private Banking / Wealth Management
Deliverable
client delivery
Required skills
Affluent client relationship management, teller transaction processing, financial product knowledge, issue resolution, compliance adherence, calendar management
Preferred skills
Private banking experience, independent judgement, proactive opportunity identification
Technologies
None stated
Responsibilities
Handle cash deposits/withdrawals and check cashing; Provide customized service via in-person, email, and phone; Analyze client financial situations and refer to subject matter experts; Ensure security and detect fraudulent transactions; Perform special projects as required
Seniority
Mid-level, hands-on IC