Finance Banker

The banker is responsible for building a long term relationship with clients so as to better address the specific financial needs of each individual account.

Finance banker. A person especially an executive who works for a bank bankers provide a wide variety of services such as monitoring and safeguarding bank accounts issuing loans and accounting some bankers may also provide investment services such as underwriting or brokering a banker s client may be an individual company or institutional investor depending on the nature of the transaction and the type. Personal bankers may also be referred to as commodities securities or financial services sales agents. These clients can be individuals or institutions both with different needs. An investment banker is an individual who often works as part of a financial institution and is primarily concerned with raising capital for corporations governments or other entities.