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)
Job Description: Entering orders, claim freight claims. Communication with Customers or Freight carriers. Order updates and checking information if ETA's have changed and sending updates to customers
3 most important items
*Detailed Oriented
*Working independently (team is available for questions)
*Dependability
AREAS OF IMPACT:
Delivers job responsibilities following a defined standard output or set of procedures. Work consists of tasks that are very routine, or well defined, with specific instructions to achieve standardized solutions.
PROBLEM SOLVING:
Problems and issues faced are routine and solutions are clear. Follows a well established and familiar set of job activities and/or job process to solve a problem.
JOB DUTIES:
ADDITIONAL JOB DUTIES AND RESPONSIBILITIES:
Adhering to all policies rules, regulations, and procedures.
Performing other duties or functions as requested by management.
Job Type: Contract
Pay: Up to $16.00 per hour
Schedule:
Work Location: On the road
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0 Private Banker jobs found in South Bend, IN area