Transactional Banker
Core
Proactively promote deep relationship-based offerings to create value for affluent clients and the bank by optimizing client experience and building profitability.
Role type
Transactional Banker (Affluent Clients)
Builds
Personal and Private Banking services for high-net-worth individuals and families
Domain
Banking, Finance, Compliance (KYC/AML)
Deliverable
client delivery
Required skills
Branch banking operations, universal banking exposure, BDC/Forex, credit management, KYC review management, AML compliance, anti-bribery, sanctions compliance, private banking client management
Preferred skills
Commercial acumen, financial acumen, risk identification, risk reporting
Technologies
None stated
Responsibilities
Promote relationship-based initiatives, optimize client experience, build deep client relationships, ensure profitability for the bank
Seniority
Junior (1-2 years experience)