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Private Banking Associate

Responsibilities:

  • Extensive client contact, predominantly via telephone and email.
  • Manage onboarding and account opening process for new and existing clients. Includes collection of account-specific information, retrieval of relevant executed documentation from clients and coordination with operational teams to ensure exceptional client experience.
  • Execute client service matters including money movements, account maintenance, statement inquiries, and other client requests.
  • Resolve client issues and concerns. Provide timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem. Solve issues by identifying underlying or hidden problems and patterns.
  • Complete ad hoc, client-related projects as needed.
  • Manage internal project initiatives for your portfolio of clients.
  • Identify and control risk to prevent fraudulent account behavior and potential fraud exposure. Follow all established policies, procedures and practices.
  • Project a confident and professional presence to our clients, other bank departments and the community.
  • Over time you will be expected to be able to identify products and services that may benefit clients and improve overall relationship profitability.

Qualifications

  • Excellent communication skills both written and verbal.
  • Highly organized with ability to manage competing priorities.
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations.
  • College degree preferred, or equivalent work experience.
  • Preferred minimum of one to three years of customer service or portfolio management experience, preferably with work experience primarily in banking or the financial service industry.
  • Proficient PC skills including Word, Excel and PowerPoint


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