Private Banker

Responsibilities:
• Signing on new clients and helping them through theonboarding process.
• Managing client bankaccounts, including opening and closing accounts, and overseeingtransactions.
• Processing deposits, payments,and withdrawals.
• Authorizing and evaluatingoverdrafts and loans.
• Handling othertransactions, such as writing cashier checks or money orders, whennecessary.
• Recommending and explaining bankingservices and products to clients based on their needs.
• Presenting and cross-selling banking services andproducts to existing and prospective clients.
• Collaborating with other banking professionals to ensurehigh-quality client service.
• Resolving clientqueries and complaints.
• Performingadministrative and clerical duties, such as data entry and filing,when necessary.