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)
The Sales Support Administrator will be responsible for supporting sales office operations in the local branch office. The ideal candidate will have a Real Estate background, strong customer service background, attention to detail, be highly proficient with technology, amazing organizational skills and a willingness to be part of a team.
Job duties will include administrative support, marketing, technology and Company system support, and other administrative and customer service duties as assigned.
Essential Duties and Responsibilities :
The Sales Support Administrator will provide excellent customer service to the independently affiliated sales agents, clients and vendors.
The majority of the duties of this position must be performed without delay as this is a critical position affecting agents and the success of their business.
Provide support and guidance for all sales associates regarding usage of company systems and marketing tools. Provide basic social media and marketing support.
Assist with general office appearance and maintenance of office equipment / tools for smooth running of the office on a daily basisProvide team support by being cross trained in transaction and data entry duties to provide assistance to other staff as needed.
Provide front desk support with greeting customers, answering phones, and other standard front desk responsibilities.
Perform variety of other administrative duties as directed.
Job Requirements :
LI-DH1
Employment Type
Full-time
Company
Coldwell Banker Realty
Last updated : 2024-04-23
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