Private Banking SRM
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Job Description
- Recommending and explaining banking services and products to clients based on their needs.
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
- Presenting and selling banking services and products to existing and prospective clients.
- Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary.
- Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary.
- Processing applications for credit cards, safe deposit boxes, and loan requests.
Employment Type
Full-time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
