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Company Background:

Our client, a division of Merrill Lynch Bank and Trust Co., FSB, represents a distinctive model in private banking and wealth management. With a sharp focus on extraordinary, personalized service. They address the needs of its private banking clientele with products that are flexibly delivered in a timely manner. Services include private banking, private business banking, real estate lending, wealth management, and trust services delivered through a team of highly-experienced financial professionals.

Job Description:

The Preferred Banker will be responsible for assisting the Relationship Managers in developing and maintaining clients by selling a full range of products and services as well as developing additional business from existing clients in addition to obtaining referral business. You will provide ongoing excellent customer service using ingenuity to solve problems or enhance the banking relationship. Thorough knowledge of banking operations is required.

Duties and Responsibilities:

• Outside business development calls with Relationship Managers

• Opening new accounts

• Responsible for obtaining all required documentation

• Provide ongoing excellent customer service

• Maintain customer relationships

• Thorough knowledge of existing bank products and keeping up to date with new products and services

• Perform duties and responsibilities specific to department functions and activities

• Perform other duties and responsibilities as required or assigned by Supervisor

• Adhere to and comply with the applicable federal and state laws and regulations

Requirements:

• Four year college degree

• 3+ years in private banking

• Existing client portfolio preferred