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Private Banking Officer

Company: Job Juncture
Location: Harrisonburg
Posted on: February 3, 2020

Job Description:

The Private Banking Officer will be--asked with adhering--to department set standards of service by performing the following responsibilities:

  • Support setups of all additional product and services
  • Account Maintenances providing daily deliverables & follow-up--
  • External business development and client networking
  • Frequent Client & bank event assistance to develop positive rapport
  • Cross sell other bank Products & Services--
  • Process transactions such as transfers, wire requests
  • Daily Client outreach to ensure client satisfaction --- Assist client with new product and services

    Private Banking Officer - OverviewYou will fully serve--as the partner--between--clients and the Bank to ensure unprecedented service to foster lifetime partnerships and is responsible to provide innovative solutions and exceed client expectations for a world class experience every time. The--Private Banking Business Generation Officer actively takes part in or controls the revenue generation process at the department level.Requirements:Required from the--The Private Banking Officer:
  • Undergraduate College/University Degree--or equivalent education and related training
  • Minimum of 8+ years' experience in a credit driven Private Banking platform
  • Graduate of a bank sponsored formal training program or equivalent professional experience at another financial institution
  • Strong understanding of credit and finance
  • Outstanding verbal and written communication skills
  • Excellent negotiation skills
  • Extensive knowledge of PC applications--

Keywords: Job Juncture, Harrisonburg , Private Banking Officer, Accounting, Auditing , Harrisonburg, Virginia

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