Private Banker 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. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
We are seeking a part-time Front Office Assistant to join our private dental practice in greater Poughkeepsie, NY. Our team is dedicated to providing excellent dental care and is eager to welcome someone who can help us grow. Our modern office operates efficiently in a paperless environment, using Dentrix, a cutting-edge practice management software. We seek an individual with strong computer skills, excellent communication abilities, a friendly and approachable personality, and exceptional multitasking capabilities. Join us and become an integral part of our forward-thinking practice!
Responsibilities include
Compensation & Benefits
Qualifications
INDHRFO02
Clear All
0 Private Banker jobs found in Poughkeepsie, NY area