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Having a personal banker means you work with someone who knows your history, understands your financial goals and can proactively suggest products or services that match your needs. Easy cash ...
Banking services which are regarded as retail include provision of savings and transactional accounts, mortgages, personal loans, debit cards, and credit cards. Retail banking is also distinguished from investment banking or commercial banking. It may also refer to a division or department of a bank which deals with individual customers. [1]
Personal finance is the financial management that an individual or a family unit performs to budget, save, and spend monetary resources in a controlled manner, taking into account various financial risks and future life events.
Merchants traveled from Britain to the United States and established the Bank of Pennsylvania in 1780 to fund the American Revolutionary War (1775–1783). [2] During this time, the Thirteen Colonies had not established a currency, and used informal trade [clarification needed] to finance their daily activities. [2]
Private banking is a general description for banking, investment and other financial services provided by banks and financial institutions primarily serving high-net-worth individuals (HNWIs) – those with very high income or substantial assets.
The ethical banking movement includes: ethical investment, impact investment, socially responsible investment, corporate social responsibility, and is also related to such movements as the fair trade movement, ethical consumerism, and social enterprise.
it may also include rules about treating customers fairly and having corporate social responsibility. Among the reasons for maintaining close regulation of banking institutions is the aforementioned concern over the global repercussions that could result from a bank's failure; the idea that these bulge bracket banks are "too big to fail". [9]
Ms Husainova worked as a personal banker at Citibank for two years before her dismissal, according to her now-deleted LinkedIn profile.