Are you looking for a rewarding career in private banking? Join our team as a Private Client Banker Associate and help our clients reach their financial goals! With our competitive salary and benefits package, you'll have the opportunity to make a difference in the lives of our clients.

Private Client Banker Associate Job Skills:

• Excellent customer service and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Proficiency in Microsoft Office Suite
• Ability to work independently and as part of a team
• Strong problem-solving and analytical skills
• Ability to manage multiple tasks and prioritize workload
• Knowledge of banking regulations and compliance

What is Private Client Banker Associate Job Qualifications?

• Bachelor’s degree in finance, business, or related field
• At least two years of experience in banking or financial services
• Series 6 or 7 license
• Series 63 or 66 license
• State banking license

What is Private Client Banker Associate Job Knowledge?

• Knowledge of banking products and services
• Understanding of banking regulations and compliance
• Knowledge of financial markets and investments
• Understanding of customer service principles

What is Private Client Banker Associate Job Experience?

• At least two years of experience in banking or financial services
• Experience in customer service
• Experience in sales and marketing

What is Private Client Banker Associate Job Responsibilities?

• Develop and maintain relationships with clients
• Provide advice and guidance on banking products and services
• Process customer transactions
• Monitor customer