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http://www.confiduss.com/en/banks/account-management/personal/ | |
A personal banker is a bank clerk who typically works in the retail banking business, | |
helping clients manage their funds and offering various solutions to their financial needs, | |
such as deposits or other commercial banking products, as well as retirement or college expenses for children. | |
Retail customers typically work with retail customers to help them with banking-related questions or problems. | |
The main goals of a private / investment banker, on the other hand, are also linked to sales performance | |
and work mainly with companies or high net worth individuals. In addition, private and investment bankers get to know their customers | |
very well, and personal bankers usually do not work with a specific customer list. |