This position is responsible for assisting in the management of deposit, lending and trust relationships with affluent clients and supporting private bank officers. The primary responsibilities include assisting with new and existing client needs including opening new accounts, loan requests and loan closing preparation, and other client inquiries and requests. Additional responsibilities include wire origination, loan advances and pay downs, exception monitoring and clearance and various other tasks as needed. Compliance with current regulations and policies is required. This role also has a high interaction with clientele and requires strong interpersonal skills.
Qualified candidates will possess 3-5 years of professional experience, preferably in a banking or financial services environment, and have excellent communication and client service skills. Candidates must be analytical and detail-oriented, possess strong organizational skills and be able to manage a demanding workload. This role will utilize multiple internal or proprietary systems and platforms, so candidates must be able to learn new systems quickly, while also demonstrating proficient knowledge of Microsoft Office products.
A Bachelor’s degree and/ or experience in Private Banking, Credit or Lending is preferred.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.