Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the wo ...rk. Gaining exposure to some of the complex tasks within the job function. Typically requires 2 -4 years of related experience.More Show Less
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It's fun to work in a company where people truly BELIEVE in what they're doing. We're committed to bringing passion and customer focus to the business. Position Summary. The Private Banker II is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers. Including, but not limited to, encompassing relationship oversight, new client acquisition, promotion of Private B...
Position Summary. The Private Banker II manages an existing portfolio of personal and business deposit, wealth management and loan relationships for high-net-worth clients. The Banker engages internal business partners to identify, solicit and close cross-selling opportunities while developing and maintaining long-term business relationships with clients. Duties & Responsibilities. Pursue and close on leads for those who qualify for recognition a...
It's fun to work in a company where people truly BELIEVE in what they're doing. We're committed to bringing passion and customer focus to the business. Position Summary: The Private Banker II is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers. Including, but not limited to, encompassing relationship oversight, new client acquisition, promotion of Private B...
It's fun to work in a company where people truly BELIEVE in what they're doing. We're committed to bringing passion and customer focus to the business. Position Summary: The Private Banker II is responsible for comprehensive management and service delivery, specifically catered to Simmons Private Banking and high-net-worth customers. Including, but not limited to, encompassing relationship oversight, new client acquisition, promotion of Private B...
