Private Client Banker Benicia Branch- Benicia, CA
Core
Main point of contact for a select group of affluent clients and other customers in the branch, managing their complete banking relationship and generating growth in balances.
Role type
Private Client Banker (Branch Banking)
Builds
Banking relationships and client balances
Domain
Retail Banking / Wealth Management
Required skills
Relationship management, new client acquisition, cross-selling financial products, regulatory compliance, self-service setup
Preferred skills
Cultivating relationships with affluent clients, long-term career commitment
Technologies
NMLS, Dodd Frank, Truth in Lending Act
Responsibilities
Manage complete banking relationship across the company, actively solicit referrals and develop internal/external sources, partner with Specialists to connect customers to experts, share and set up self-service options for clients
Seniority
Entry-level to Mid-level