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Private Banking Assistant
1 week ago
The job posting is outdated and position may be filled
- Signing on new clients and helping them through the onboarding process.
- Managing client bank accounts, including opening and closing accounts, and overseeing transactions.
- Processing deposits, payments, and withdrawals.
- Authorizing and evaluating overdrafts and loans.
- Handling other transactions, such as writing cashier checks or money orders, when necessary.
- Recommending and explaining banking services and products to clients based on their needs.
- Presenting and cross-selling banking services and products to existing and prospective clients.
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