As Private Bankers, we meet with clients to estimate their current creditworthiness based on their credit history, income, liabilities, and expenses to determine whether they are eligible for loans. We also manage existing and new clients’ bank accounts by opening and closing accounts and overseeing their transactions while processing deposits, payments, and withdrawals. We recommend and explain various banking services and new products to clients based on their current needs while presenting and upselling other banking services and products to existing and prospective clients.
Core tasks:
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