personal banking officer

Ocean Bank

<div>Overview:
<div>
The <b>Personal Banking Officer</b> (Coral Way Branch) is responsible for delivering personalized service and support across all aspects of customer engagement, relationship management, and account maintenance within the branch.
</div>Responsibilities:
<div>
This role assists in managing client relationships and supports a variety of banking functions, including customer transactions, loan processing, credit analysis, overdraft and returned item handling, and general administrative tasks. The Personal Banking Officer must ensure full compliance with all applicable Customer Identification Program (CIP) and Bank Secrecy Act/Anti-Money Laundering (BSA/AML) regulatory requirements.</div>
Qualifications:
<ul><li><div><b>
Education/Experience:</b></div><div><b>
Requirements</b></div><br>
<div></div><ul><li>
Associate&rsquo;s degree in Business (Finance or Accounting).</li><li>
4+ years of banking experience required, directly related to servicing customers in retail banking branch operations.</li></ul><div><i>
Combination of education and experience will be considered.</i></div><div><b><br>
</b></div><div><b>Skills &amp; Competencies</b></div><ul><li>
Ability to understand and implement job related policies and procedures.
</li><li>Knowledgeable of internal bank operations (wire transfers, debits/credits and loan payments) and of banking products to cross-sell.
</li><li>Ability to handle financial transactions, fraud detection, and customer dispute resolution.</li><li>
Experience working in a team (sales and service), and high-quality service advocacy.
</li><li>Knowledge of the completion of KYC.
</li><li>Comprehension of banking laws and applicable compliance regulations.
</li><li>Must possess excellent verbal and written communication skills, interpersonal and organizational skills.</li><li>
Proficiency in MS Office Software, (Excel, Word, Outlook, Power Point, and Teams).</li></ul><div></div><div><b><br>
Preferences</b></div><ul><li>
Bachelor&rsquo;s Degree in Business Administration (Business, Finance preferred) with two (2) years of banking experience, directly related to servicing customers in retail banking branch operations.</li></ul><div><br>
</div><div><b>Licenses/Certifications</b></div><ul><li>
None</li></ul></li></ul>
Job Posting Locations: In this role you can work onsite from Miami, Florida, United States</div>

Personal Banking Officer

Equity Bank

<div><div><div><div><b>Position: Private Banking Officer</b></div>
<div><b>Department: Trust &amp; Wealth Management</b></div>
<div><b>Location: Tulsa, OK (On-Site)</b></div>
<div><b>Job Type: Full-Time/Salary</b></div>
<div></div><div><i>Jump start your career at </i><b><i>Equity Bank</i></b><i>! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At </i><b><i>Equity Bank</i></b><i> we&rsquo;ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.</i></div>
<div></div><div><b>Summary:</b></div>
<div>Seeking a Private Banking Officer in either Tulsa or Oklahoma City markets to expand our Private Banking presence across our metro markets. The ideal candidate will have working knowledge of Equity Bank&rsquo;s current environment with an entrepreneurial spirit to build and broaden a growing division. Prior experience in Private Banking is a plus but not required. Must be comfortable in various environments talking with business executives and High Net Worth families.</div>
<div></div><div><b>Responsibilities and Expectations</b></div>
<div></div><div><b>Key Responsibilities</b></div>
<div>Private Banking</div>
<ul><li>Drive new sales opportunities by identifying client financial needs through consultative sales and relationship reviews</li>
<li>Resolve internal and external client issues</li>
<li>Contribute to the bank&rsquo;s profitability and growth by achieving goals for fee income, new deposits and growth while maintaining expenses</li>
<li>Participate in outside business development opportunities and networking events</li>
</ul><div>Product Knowledge</div>
<ul><li>Stay abreast of key competitor product/service offerings in target markets, including products, features, pricing and competitive advantages/disadvantages</li>
<li>Develop knowledge of all lines of business to better identify solutions for client, thus creating opportunities for product partners</li>
<li>Understanding of credit risk, operational risk, and risk associated with various products and how the risk relates to both clients and the bank</li>
</ul><div>Product Development</div>
<ul><li>Collaborate with Retail, Credit, and Wealth Management regarding product features/benefits and enhancements necessary to remain competitive in targeted customer and geographic markets</li>
</ul><div>Marketing/Sales</div>
<ul><li>Develop and implement sales strategies for new and existing high-net worth clients</li>
<li>Proactively call on existing and new clients to introduce new product and service initiatives</li>
<li>Create and execute marketing ideas/events to develop and deepen client/prospect relationships</li>
</ul><div>Reporting/Metrics</div>
<ul><li>Enter Activities, Appointments, etc. into the Client Retention Module (CRM) to ensure a consistent and complete client experience</li>
<li>Maintain a current sales pipeline</li>
</ul><div><b>Required Skills &amp; Education</b></div>
<div></div><div><b>Requirements</b></div>
<ul><li>Private Bank/Retail Banking experience</li>
<li>Bachelor&rsquo;s degree (preferred) in Business, Finance or related field</li>
<li>Sales or Marketing experience</li>
</ul><ul><li>Interpersonal skills commensurate with conducting external client presentations</li>
<li>Excellent presentation, verbal, and written skills</li>
<li>Ability to work independently, self-starter</li>
<li>Some Travel between bank and client location is required</li>
<li>Time management skills, ability to effectively manage internal/external requests, opportunities and concerns in a timely manner</li>
<li>Proficiency in using Microsoft products; Word, Excel and PowerPoint</li>
</ul><div><b>Who We Are</b></div>
<div>Equity Bank, a full-service, $7.9 billion community bank, is based in Wichita, Kansas, with over 80 bank offices throughout Kansas, Nebraska, Missouri, Arkansas, and Oklahoma.</div>
<div></div><div>At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We&rsquo;re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.</div>
<div></div><div>Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.</div>
<div></div><div><b>What&rsquo;s in it for you?</b></div>
<div>We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.</div>
<div></div><div><b>Benefits Available:</b></div>
<ul><li>Health, Dental &amp; Vision Insurance</li>
<li>Group Life &amp; Long-Term Disability Insurance</li>
<li>Flexible Spending &amp; Health Savings Accounts</li>
<li>Group Cancer Insurance</li>
<li>401(K) Retirement Plan w/Company Match</li>
<li>Generous Vacation &amp; Sick Time</li>
<li>Employee Stock Purchase Plan (ESPP)</li>
<li>Pet Insurance</li>
<li>Retail Banking Benefits</li>
</ul><div><b>Find your future at Equity Bank!</b></div>
<div><i>The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.</i></div>
<div></div><div><b>Physical Requirements</b></div>
<div><i>This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.</i></div>
<div></div><div><b>Work Environment</b></div>
<div><i>This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.</i></div>
<div></div><div><b><i>Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant&rsquo;s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</i></b></div></div></div></div><div></div>

Private Banking Officer

Bankers Trust

<div><div><div><div><div><div><div>There are important qualities you look for in an employer &ndash; meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we&rsquo;re proud of the premier workplace we&rsquo;ve created. We regularly receive best in class results through our biennial employee engagement survey. We&rsquo;re also proud to receive recognition from others, including our designation as a &ldquo;Best Place for Working Parents&reg;,&rdquo; being a four-time recipient of the Greater Des Moines Partnership&rsquo;s Inclusion Award, and being named one of the &ldquo;Best Businesses Supporting Local Charity&rdquo; by readers of the Business Record.<br>
</div><div></div><br>
<div><b>Job Summary:
</b></div><div>The primary purpose of this position is to develop and maintain banking, lending and wealth management relationships with affluent individuals and professional corporations by providing or referring commercial, consumer, mortgage, investment and trust products and services. The primary functions for a Private Banking Officer I are: Business Development/Growth, Individual Portfolio Management, Generating Fee Revenue through deposits, loans and accumulation of Assets under Management; and Quality Service (both Internal and external). The position must keep in compliance with applicable laws, regulations and bank policies. The general customer base and portfolio size are up to 150 customer households.<br>
</div><div></div><br>
<div><b>Primary Functions and/or Responsibilities:
</b></div><ul><li>Makes sales calls on current and prospective clients, specializing in specific industries to cater to a higher net worth client base. Analyzes each client's needs and develops creative solutions for all of their financial needs. This includes cross selling other banking services, such as Investment Management and Trust services.
</li><li>Originates specialty loan products and establishes appropriate risk assessment for loan portfolio. Evaluates loan requests and seeks required approvals, if required. Determines pricing methodology for new loan requests to ensure adequate portfolio yield.
</li><li>Ensures that all presented and approved loans are closed in a manner consistent with loan policies and prudent lending. Ensures that the majority of borrowing clients maintain a deposit relationship. Ensures all deposit accounts are opened in a manner that meets all policies and obtains all the proper documentation and signatures for the accounts.
</li><li>Periodically reviews individual portfolios to determine if clients meet Private Banking criteria and if not, transfers them to appropriate area of the bank.
</li><li>Networks with other calling officers for referrals. Develops relationships with professional advisors, such as attorneys and accountants, for referrals.
</li><li>Maintains minimal levels of past due and classified loans and documentation exceptions.
</li><li>Remains current on changes to relevant federal/state laws
</li><li>Performs other duties as assigned
</li></ul><div><b>Education and/or Experience:
</b></div><ul><li>Private Banking Officer I
<ul><li>Four-year B.A. or B.S. degree in Business, Accounting, Finance or related field preferred
</li><li>One to three years of experience in the financial industry
</li></ul></li><li>Private Banking Officer II
<ul><li>Four-year B.A. or B.S. degree in Business, Accounting, Finance or related field preferred
</li><li>Three to five years of experience in the financial industry required
</li></ul></li></ul><div><b>Specific Skills, Knowledge &amp; Abilities:
</b></div><ul><li>Knowledge of banking products, especially lending, cash management, consumer and investment products
</li><li>Knowledge of banking regulations with particular focus on credit structure issues and non-deposit retail investment rules
</li><li>Financial statement analysis skills
</li><li>Familiarity with basic estate &amp; financial planning concepts
</li><li>Working knowledge of investment products and familiarity with wealth management services and strategies
</li><li>Basic Sales/Business Development techniques and practices
</li><li>Ability to interact effectively with professionals, executives, and other affluent individuals
</li><li>Ability to interact effectively with all bank divisions in delivery of services to clients and in sales process for prospective clients
</li><li>Willingness to participate and take leadership role in various community activities and programs
</li><li>Understanding and ability to utilize all applicable computer systems/programs and bank processes to execute required administrative tasks for own book of business
</li><li>Adequate knowledge of bank operations sufficient to provide satisfactory solutions to service requests from clients
</li></ul><div><b>Hiring Salary Range
</b></div><div>The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate&rsquo;s prior related experience &amp; education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. Hiring Salary Range: PBO I $76,000 - $91,000 base, PBO II $88,000 - $104,500 base.<br>
</div><div></div><br>
<div><b>Benefits
</b></div><ul><li>Group Health, Dental, and Vision Insurance
</li><li>Generous Paid Time Off (PTO)
</li><li>Volunteer Time Off (VTO)
</li><li>401(k) plan with lucrative company match
</li><li>Tuition assistance
</li><li>Company Paid Life Insurance
</li><li>Paid Parental Leave
</li><li>Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
</li><li>Team Member Banking - a suite of products and services with special benefits for employees
</li></ul><div><b>Hybrid Eligibility: </b>Position may be eligible for a hybrid work schedule (requiring some days in the office each week).<br>
</div><div></div><br>
<div><b>EQUAL OPPORTUNITY EMPLOYER
</b></div><div><b>&ldquo;PROTECTED VETERANS&rdquo; AND &ldquo;INDIVIDUAL WITH DISABILITY&rdquo;</b></div></div></div></div></div></div></div>

Private Banking Officer I or II - Cedar Rapids

Frost

<div></div><div><p><b><i>It&rsquo;s about interactions more than transactions.
</i></b></p><p></p><p>Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?</p><p></p><p>
At Frost, it&rsquo;s about more than a job. It&rsquo;s about having a flourishing career where you can thrive, both in and out of work. At Frost, we&rsquo;re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you&rsquo;ll become part of Frost&rsquo;s over 150-year legacy of providing unparalleled banking services.</p><p></p><p><b>
Who you are:
</b></p><p>As a <b>Personal Banker I</b>, you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They&rsquo;re empathetic problem-solvers who consistently deliver <i>our </i>kind of banking experience&mdash;the kind that makes people <i>want </i>to stop by the bank and say hello.</p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li><p>
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards</p></li><li><p>
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues</p></li><li><p>
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment</p></li><li><p>
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures</p></li><li><p>
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions</p></li><li><p>
Manage risk while actively practicing loss prevention</p></li><li><p>
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies</p></li><li><p>
Develop relationships with clients. Desire to be their point of contact &ndash; they know your name and you know theirs</p></li><li><p>
Provide advice and guidance and help people along their financial journey</p></li><li><p>
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes</p></li></ul><p></p><p><b>
What you&rsquo;ll need</b>:</p><ul><li><p>
Required Availability: Monday&ndash;Friday, 7:45am&ndash;6:15pm with Rotating Saturdays, 8:45am&ndash;1:15pm</p></li><li><p>
Exceptional customer service skills</p></li><li><p>
Proficiency in Microsoft applications</p></li><li><p>
Excellent written and verbal communication skills</p></li></ul><p></p><p><b>
Additional Preferred Skills:</b></p><ul><li><p>
Cash-handling experience</p></li><li><p>
College hours</p></li><li><p>
Experience in dealing with fraud, protecting customers&rsquo; money, and build trust so clients feel comfortable and safe</p></li></ul><p></p><p><b>
Frost Benefits:</b></p><p>
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:</p><ul><li><p>
Medical, dental, vision, long-term disability, and life insurance</p></li><li><p>
401(k) matching</p></li><li><p>
Generous holiday and paid time off schedule</p></li><li><p>
Tuition reimbursement</p></li><li><p>
Extensive health and wellness programs, including our Employee Assistance Program</p></li><li><p>
Referral bonus program + more!</p></li></ul><p></p><p>
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it&rsquo;s about being part of something bigger. If this sounds like you, we encourage you to apply and see what&rsquo;s possible at Frost.</p></div>

PERSONAL BANKER I - FLOATER

Arbor Financial Credit Union

<p>Personal Banker Benefit Highlights<br/></p><p>Paid vacation, personal, sick, holiday, volunteer &amp; birthday time off<br/>401(k) with 6% match and 4% profit-sharing contribution<br/>Loan and mortgage discounts + higher rates for savings products<br/>Employee Assistance Program to prioritize your wellbeing<br/>Schedules that work around student classes<br/>Incentive bonus based on performance of the organization<br/></p><p>Starting Wage: $19.00/ hour, based on experience<br/></p><p>Location: Caledonia, MI<br/></p><p>About The Role<br/></p><p>As a part-time Personal Banker, you&rsquo;ll serve as a trusted advisor, delivering friendly, expert service and tailored financial solutions to help our members grow their financial wellbeing. You&rsquo;ll support a range of member banking needs&mdash;including account management, loans, and digital banking&mdash;in a collaborative, professional setting. Your efforts in community outreach will strengthen Arbor&rsquo;s presence and drive organizational growth.<br/></p><p>Where You&rsquo;re Headed<br/></p><p>Start your journey at Arbor as a Personal Banker and grow right where you are &ndash; Personal Banker II growth track promotions possible (with a pay increase). Personal Bankers often grow into Assistant Branch Managers and then onward to other leadership roles. The experience you&rsquo;ll gain also transfers well to roles in our lending or back-office teams.<br/></p><p>What You&rsquo;ll Do<br/></p><p>Build strong relationships with members to understand their financial needs and recommend appropriate products/services.<br/>Open and maintain various account types and assist members with transactions, loan applications, and account inquiries, debit card replacements, online banking, and direct deposit letters<br/>Engage in proactive outreach to strengthen Arbor&rsquo;s community presence and support organizational growth.<br/>Educate and support members in using digital banking tools and services.<br/>Resolve account issues and debit card disputes efficiently.<br/>Support branch operations through clerical tasks, balancing duties, and audit participation.<br/></p><p>Is This You?<br/></p><p>High School Diploma or equivalent<br/>1 &ndash; 2 years&rsquo; experience in banking/financial services<br/>Strong communication/interpersonal, attention to detail, organizational, and problem-solving skills<br/>Proficiency with Microsoft 365 and basic computer operation<br/>Professionalism in conduct, communication, and appearance<br/>Ability to work collaboratively in a fast-paced environment with frequently changing priorities based on member needs<br/>Ability to be bonded<br/>Preferred But Not Required: Proficiency with Fiserv DNA; Associate or Bachelor&rsquo;s degree (business, finance, or related); Experience with lending; Financial products/services knowledge<br/></p><p>Hours: Hours: Flexible schedule 24-28 hours per week, with one Saturday off each month<br/></p><p>Why Join Arbor?<br/></p><p>For over 90 years, Arbor Financial Credit Union has helped members and employees thrive. We&rsquo;ve built a workplace grounded in our core values: Work Together, Do the Right Thing, Be Creative, and Have Fun. Here, you&rsquo;ll enjoy meaningful work, growth opportunities, caring teams, and great benefits. Visit our website to discover what makes us exceptional and apply in minutes: www.arborfcu.org/careers.<br/></p>

Personal Banker

<div></div><div><p><b><i>It&rsquo;s about interactions more than transactions.
</i></b></p><p></p><p>Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you known for your ability to adapt in everchanging fast paced environments?</p><p></p><p>
At Frost, it&rsquo;s about more than a job. It&rsquo;s about having a flourishing career where you can thrive, both in and out of work. At Frost, we&rsquo;re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you&rsquo;ll become part of Frost&rsquo;s over 150-year legacy of providing unparalleled banking services.</p><p></p><p><b>
Who you are:
</b></p><p>As a <b>Personal Banker I</b>,<i> you</i> are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They&rsquo;re empathetic problem-solvers who consistently deliver <i>our </i>kind of banking experience&mdash;the kind that makes people <i>want </i>to stop by the bank and say hello.</p><p></p><p><b>
What you&rsquo;ll do:</b></p><ul><li><p>
Responsible for providing coverage in both personal banking and teller services while meeting consumer banking performance standards</p></li><li><p>
Educate and advise customers on deposits, loans and provide support for any service or account maintenance issues</p></li><li><p>
You stand firm in integrity and want to do what is right for each customer. You are able to use good judgement in every situation, in the moment</p></li><li><p>
Provide teller services, including deposits, payments, and check cashing in compliance with established bank policies and procedures</p></li><li><p>
Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions</p></li><li><p>
Manage risk while actively practicing loss prevention</p></li><li><p>
Attend both teller and personal banking training to stay current with information and remain familiar with applicable policies, laws, regulations, and Bank Secrecy Act policies</p></li><li><p>
Develop relationships with clients. Desire to be their point of contact &ndash; they know your name and you know theirs</p></li><li><p>
Provide advice and guidance and help people along their financial journey</p></li><li><p>
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes</p></li></ul><p></p><p><b>
What you&rsquo;ll need</b>:</p><ul><li><p>
Required Availability: Monday&ndash;Friday, 7:45am&ndash;6:15pm with Rotating Saturdays, 8:45am&ndash;1:15pm</p></li><li><p>
Exceptional customer service skills</p></li><li><p>
Proficiency in Microsoft applications</p></li><li><p>
Excellent written and verbal communication skills</p></li></ul><p></p><p><b>
Additional Preferred Skills:</b></p><ul><li><p>
Cash-handling experience</p></li><li><p>
College hours</p></li><li><p>
Experience in dealing with fraud, protecting customers&rsquo; money, and build trust so clients feel comfortable and safe</p></li></ul><p></p><p><b>
Frost Benefits:</b></p><p>
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:</p><ul><li><p>
Medical, dental, vision, long-term disability, and life insurance</p></li><li><p>
401(k) matching</p></li><li><p>
Generous holiday and paid time off schedule</p></li><li><p>
Tuition reimbursement</p></li><li><p>
Extensive health and wellness programs, including our Employee Assistance Program</p></li><li><p>
Referral bonus program + more!</p></li></ul><p></p><p>
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it&rsquo;s about being part of something bigger. If this sounds like you, we encourage you to apply and see what&rsquo;s possible at Frost.</p></div><p></p>

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10000 personal banking officer jobs Near Me

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Private Banking Officer I or II - Cedar Rapids

PERSONAL BANKER I - FLOATER

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PERSONAL BANKER I - FLOATER

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