Private Client Associate - Private Banking CLE

Summary

The Private Client Associate provides support services for Private Banking.  Duties include business processing, customer service interactions, and bank operations tasks.

Essential Duties and Responsibilities

Handles all incoming requests for service for customers.

Provides phone back-up when bankers are out on sales calls.

Maintains familiarity with Private Banking product offerings.

Inputs consumer and commercial loan requests.

Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems.

Assists in the credit renewal process, including monitoring future maturities and line exception reports.

Completes deposit account opening and closing process.

Services client needs as it relates to loan and deposit account issues and electronic banking.

Coordinates and prepares marketing and account review materials.

Other Qualifications

Ability to acquire knowledge of core lending and deposit products and systems.

Must have ability to develop fundamental understanding of Bank services and operations.

Ability to interact professionally with Bank employees, business partners, customers and prospects.

Licenses & Certifications

Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.

Customer Service Skills

Must have strong interpersonal and communication skills.

Ability to handle difficult and sensitive business situations.

Willingness to provide a level of service which will clearly differentiate us from our competitors.

Interpersonal Skills

Professional demeanor in appearance, interpersonal relations, work ethic and attitude.

Possess clear, concise and effective written and verbal communication.

Must be attentive to detail.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions.

Reasoning Skills

Ability to provide common sense understanding to carry out detailed written and verbal directions.

Technical Skills

Proficient in Microsoft Office products including Outlook, Word and PowerPoint.

Ability to become proficient in various other systems.

Other Skills and Abilities

Ability to maintain confidentiality.

Must possess strong organization and planning skills.

Must be self-motivated.

Excellent team player.

Ability to multi-task and prioritize tasks.

Associates Degree and minimum of three years related work experience or Bachelor’s Degree in a related field required.

Customer service experience required.