Private Banking Officer Not right for you? We've got others

$115,000 - $165,000
Winchester, Virginia
June 24th 2020
Minimum Degree:
Relocation Assistance:
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The Private Banking Officer will be asked with adhering to department set standards of service by performing the following responsibilities:

  1. Support setups of all additional product and services
  2. Account Maintenances providing daily deliverables & follow-up 
  3. External business development and client networking
  4. Frequent Client & bank event assistance to develop positive rapport
  5. Cross sell other bank Products & Services 
  6. Process transactions such as transfers, wire requests
  7. Daily Client outreach to ensure client satisfaction • Assist client with new product and services

Private Banking Officer - Overview

You will fully serve as the partner between clients and the Bank to ensure unprecedented service to foster lifetime partnerships and is responsible to provide innovative solutions and exceed client expectations for a world class experience every time. The Private Banking Business Generation Officer actively takes part in or controls the revenue generation process at the department level.


Required from the The Private Banking Officer:

  1. Undergraduate College/University Degree or equivalent education and related training
  2. Minimum of 8+ years’ experience in a credit driven Private Banking platform
  3. Graduate of a bank sponsored formal training program or equivalent professional experience at another financial institution
  4. Strong understanding of credit and finance
  5. Outstanding verbal and written communication skills
  6. Excellent negotiation skills
  7. Extensive knowledge of PC applications



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