Private Client Banker - West Saginaw - Lansing, MI
Core
Main point of contact for a select group of affluent clients and other customers in the branch, managing complete banking relationships and generating growth in balances.
Role type
Private Client Banker (Branch Banking)
Builds
Client banking relationships and account balances
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Relationship management, new client acquisition, cross-selling financial products, regulatory compliance, self-service adoption
Preferred skills
Experience with affluent clients, team orientation, long-term career commitment
Technologies
Self-service banking platforms, NMLS registration system