Candidate Profile #418486

Florida – Orlando – Personal/Private Banker 

• Years of Related Experience: Eight
• Minimum Salary: $65K
• Work Area:  Orlando, Florida
• Experience:
  • Provides all personal banking duties for a bank branch
  • Support private banking and establish, maintain, and refer clients for consumer and business banking needs.
  • Demonstrates knowledge of loan policy and competency to interpret financial data and sources of repayment and propose structures.
  • Strong credit skills to complete credit approval activities with minimal support.
  • Develop comprehensive wealth management plans that include investment strategies, tax planning, estate planning, and risk management.
  • Works collaboratively with multiple stakeholders, including credit officers and relationship managers.
  • Active in outreach activities daily, organized and detailed, can multi-task and manage multiple projects and deadlines.
  • Certified Notary Public.
• Education: Master’s Degree in Business Administration
• Reference #:  418486
• Send Candidate’s Resume:  Click Here