Private Banker (safe) 1 Job in Rehoboth Beach, Delaware US

Private Banker (safe) 1Job Description Provides full-service banking to high value customers and oversees a portfolio of simple and/or packaged-product account relationships. Consults with customers regarding financial needs, recommends product/solutions, and financial services to meet those needs. Additionally, resolves inquiries, opens and services accounts within authorized limits such as checking, savings, credit/loan and identifies and refers investment opportunities. Partners and/or acts as a liaison to other internal departments. Cross-sells products and services to existing clients. Continually Read more […]

January 26, 2008 • Tags: , • Posted in: General • Comments Off on Private Banker (safe) 1 Job in Rehoboth Beach, Delaware US