Private Banker

Burjline Builders•Lebanon, PA

11d

About The Position

The purpose of this position is to assist Relationship Managers in establishing, developing and managing banking relations with clients including follow up of client orders.

Responsibilities

To maintain, develop and manage profitable existing client relationships
To acquire, develop and manage profitable new client relationships
Initiate a constant contact with clients, through regular phone calls and visits (when requested) to understand their needs and assist them
Participate in the prospecting effort through own network and referrals
Support Relationship Managers in achieving objectives and assist in the success of the requested budget
Promote and enhance client centric concept
Handle various administrative tasks
Make sure that the client’s file is constantly up to date including but not limited to obtaining required signed documentation, confirmation of balances, investment portfolio, documentation required by compliance, and regulators ….
Handle the Credit files as per Private Banking Procedure/Lending
Identify based on market requirements new products/services to be developed and propose initiatives/ways to improve and customize of existing products/services
Set the client’s annual plan and updates the CRM
Process personal data in compliance with applicable data protection legislation, the Data Protection Policy of the Bank as well as any other guidelines adopted by the bank in this regard from time to time