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Private Banking Officer

Company: Affinity Executive Search
Location: Savannah
Posted on: October 11, 2020

Job Description:

The Private Banking Officer will beasked with adheringto 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 - OVERVIEW You will fully serveas the partnerbetweenclients 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. ThePrivate Banking Business Generation Officer actively takes part in or controls the revenue generation process at the department level. REQUIREMENTS: REQUIRED FROM THETHE PRIVATE BANKING OFFICER: * Undergraduate College/University Degreeor 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: Affinity Executive Search, Savannah , Private Banking Officer, Accounting, Auditing , Savannah, Georgia

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