Wm Sr Private Banker (safe) 4 Job in Tampa, Florida US

Wm Sr Private Banker (safe) 4Manages full-service banking relationships with high net worth customers and oversees a portfolio of highly complex accounts. Consults with customers regarding financial needs, recommends products and services including credit structures, prepares loan packages for credit review and underwriting, opens and services accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Analyzes financial, tax and credit needs of customers, monitors customers changing needs and recommends strategies that utilize company products/services. Read more […]

April 22, 2010 • Tags: , • Posted in: General • Comments Off on Wm Sr Private Banker (safe) 4 Job in Tampa, Florida US