Associate Wealth Banking Specialist - Palo Alto

Only for registered members Palo Alto, United States

3 weeks ago

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Full time $72,000 - $109,000 (USD)

Job summary

We are looking for talented people who will put our customers at the center of everything we do.

Responsibilities

  • Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
  • Review and analyze client financial goals and changing needs

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