Private Banking Officer Job Description

Table of Contents

The Private Banking Officer is responsible for attracting, growing, and retaining a designated portfolio of high net worth customers for the Bank. Requires direct day to day contact with customers in various capacities, understanding their unique needs and requirements, and providing comprehensive banking solutions specifically tailored for each customer. Acts as a customer liaison with Bank operational and lending personnel to ensure products and services are provided in an exemplary manner and the highest level of customer service is consistently attained. The position is responsible for attaining established individual, department and Bank goals through active participation in sales management and officer call programs. Performs direct supervisory duties of department staff, and coordinates staff for coverage in all related areas of the department.

All job descriptions developed by Bankpolicies.com also include the following subject matter to help you develop an ADA compliant document:
Essential Duties
Secondary Duties
Supervisory Responsibility
Environment and Physical Activity
Mental Demands
Minimum Requirements

This job description template (approximately 4 pages) is in Microsoft® Word format.

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