Client Service Associate, Private Banking

Tolleson Wealth Management • Dallas, TX

3d

About The Position

This position will share responsibilities that support multiple departments and business functions with others in a similar role, providing an opportunity to interact with and understand multiple processes and disciplines in a dynamic private banking business model.

Requirements

• Minimum of 2-3 years’ experience in bank support or bank administrative
• Strong client service skills, including written and oral communication skills
• Strong computer skills, including experience with MS Office and other windows-based software
• Desire to work in a rapidly growing business with an extremely high degree of customer service expectations
• Must consent to and have favorable consumer report and background check
• A team player who is proactive, self-motivated and able to manage several projects at one time
• Taking active participation in process improvements and automation
• Effective communication skills, both verbal and written
• Ability to maintain extreme confidentiality in dealing with client matters

Nice To Haves

• Lending or mortgage experience is a plus
• Jack Henry and Associates experience and Salesforce experience would be helpful

Responsibilities

• Assist the bank relationship managers with all deposit servicing needs, including new account opening, research, overdraft monitoring, and maintenance of accounts
• Assist the relationship manager with financial data collection, exception clearing, loan closings, and other duties associated with the lending function
• Serve as administrative support for the relationship managers assisting in appointment setting, calendar management, prospect or client research, or other functions associated with obtaining and maintaining client relationships
• Act as first point of contact with clients and prospects regarding day to day deposit and loan operational matters
• Coordinate with back office to create and track receipt of various paperwork for client signatures
• Assist with cash movement (domestic, international) – checks, wires, transfers, ACH
• Support for new project/product implementation through all business functions
• Various direct client service support
• Other administrative duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed