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Private Banking Group (PBG) Officer
BASIC FUNCTION Serves as a proactive member of the Private Banking Group by being the initial service contact for new and existing clients. Provides friendly, professional services to Bank clients by conducting appropriate transactions and relevant trouble shooting. Effectively manages existing Private Banking book of business to support the retention and growth of profitable client relationships. Develops existing client relationships by educating clients about the features and benefits of the Bank’s consumer and business products; understands the respective needs of clients and prospects. Provides banking guidance and solutions to new and existing clients. ESSENTIAL DUTIES Client Development Proactively deepens cust


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