Skip to content

Instantly share code, notes, and snippets.

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.