Private Banker Associate (San Francisco, CA)
About The Position
As a Private Banker Associate , you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.
Requirements
- Bachelors degree preferred
- Strong interpersonal communication skills
- 3+ years experience in Banking/Financial Service and knowledge of Bank products required
- Demonstrated ability to provide white glove service and a commitment to operational excellence
Responsibilities
- Provide ongoing exceptional client service for clients’ day-to-day needs via email, phone or in person.
- Support the Preferred Banking team and provide backup support in the Preferred Bankers’ absence.
- Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes.
- Partner with Preferred Banker to maintain client relationships and open new accounts.
- Participate in business development calls with Business Bankers/Relationship Managers and/or Preferred Bankers.
- Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products.
- Keep up-to-date with new Bank product offerings and services.
- Maintain the marketing and brochure supply for Preferred Bankers.
- Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.
- Identify and report suspicious activity to the Anti-Money Laundering Officer.
- Stay up to date on fraud tactics, watch for red flags, and escalate to our fraud partners when needed.
Benefits
- We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
- Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
