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Private Banking Officer in Oklahoma City, OK at Fidelity

Date Posted: 8/7/2018

Job Snapshot

Job Description

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.

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