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Company Contact Info
- Oklahoma City, OK
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Private Banking Officer
Fidelity Bank • Oklahoma City, OK
Posted 7 days ago
PRIVATE BANKING OFFICER
The candidate for this position will create full-service banking relationships for affluent banking customers, create client profiles, identify client retention issues and develop strong product knowledge. The candidate will prepare customer correspondence and financial/wealth planning materials. Strong business development and calling skills are a must.
Requirements for this position include a high school diploma (or equivalent), Bachelor’s degree preferred, strong verbal, written and customer service skills required. Excellent MS Office skills required. Three years minimums retail banking experience required. Ability to work flexible and/or late hours required. EO/AA Employer: Title VII/Protected Veterans/Disability Status.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.