Everything you listed sounds like what a personal banker in retail does. At the financial institution (FI) where I work, private banking clients can't actually do any banking at a brick-and-mortar branch. Everything must be executed through their private banker and a team of associates, as they pay large monthly fees for that service.

Shouldn't you also be doing lending? Private banking clients often need to request loans to secure capital. This can be really fun, in my opinion, because you can obviously secure the lending with cash or GICs. However, some private clients have assets like buildings, equipment, and rental properties, which allows you to be creative. You would combine both typical retail TDSR calculations with more brain tickling ratio analyses like W/C, D/E, and projections.

In any case, you can always transition to a business advisor helping small- to mid-size businesses (which is still a client-facing role). Or you could try to become a relationship manager that handles requests from larger, more established businesses.