Private Banker — 1-3 Years' Experience in Melbourne, FL

Private Banker — 1-3 Years' Experience Job Description

Private bankers at this level must have a bachelor’s degree in business, accounting or finance, and some experience in the industry is preferred. Banks look for candidates with strong interpersonal, marketing and customer relationship skills.

Typical private banker — 1-3 years' experience duties:

Generating and closing business with the high net worth market, professional associations and investor group segment

Consulting with customers regarding their financial needs and recommending various financial products and services

Preparing loan packages for credit review and underwriting and servicing accounts

Supporting senior-level bankers in managing larger, more complex account relationships

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Microsoft Excel

Mobile Banking

CRM

Salesforce Platform

Spreadsheets

Customer Service

Perform Ad Hoc Financial

Sales

Banking Operation

Deposits

Salary for Private Banker — 1-3 Years' Experience in Melbourne, FL

49058 - 69285

25th percentile

49058

New to the role, with little or no experience; requires more than casual instruction or supervision to perform day-to-day duties

50th percentile

58590

Has the experience to consistently perform core responsibilities without direct supervision; very comfortable with processes and subject matter associated with the role

75th percentile

69285

Value to the organization goes far beyond the ability to perform normal job duties; has rare qualifications that enable consistent contribution in unique ways; ready for next career level when available

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