Position Details: Private Banker

A Private Banker is a financial professional who assists clients with a wide range of banking needs, including opening accounts, processing transactions, providing financial advice, and promoting banking products and services. Private Bankers play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Perks:

Health coverage for medical, dental, and vision needs
Ultimately, both an HSA and an FSA can be valuable tools for managing healthcare costs and saving money on medical expenses
Provision of mental health assistance and access to Employee Assistance Program (EAP)
An employee benefit program, the 401(k) retirement plan with company match, aimed at helping workers build their retirement savings
An ESPP, also known as an employee stock purchase plan, enables employees to purchase company stock at a discounted price through regular payroll deductions
The implementation of performance-based incentives and annual bonus programs is intended to drive performance, foster a culture of meritocracy, and reward employees for their hard work and dedication

Major Duties:

Help clients with routine banking activities like making deposits, withdrawals, and transfers
Starting and taking care of personal and business account operations
Offer advice on various financial services like loan options, credit card features, and savings plans
Identify customer needs and advise on the right financial solutions
Develop and sustain robust connections with clients to guarantee their contentment and commitment
Ensure compliance with both internal policies and government regulations
Address customer issues in a timely and courteous manner
Enhance efforts towards fulfilling branch sales and service objectives
Keep precise records and documentation up to date

Private Banker

Location : Woodbury Heights, NJ, 08097