Private Banker Sales Associate

Fremont Bank•Livermore, CA

1d•$35 - $45

About The Position

The Private Banker Sales Associate will support a select team of Senior Private Bankers in delivering exceptional client experience to high-net-worth clients. This role focuses on client onboarding, assisting Private Bankers in managing client relationships, and administrative and servicing support to ensure a seamless client experience. The Associate will work closely with the Senior Private Bankers to maintain strong client relationships and contribute to the operational efficiency of the Private Banking team.

Requirements

Minimum 3 years of experience in financial services
Strong organizational skills and attention to detail
Strong analytical and problem-solving skills
Excellent communication, interpersonal skills, a positive attitude and ability to deliver excellent service to internal business partners and clients
Ability to handle competing priorities effectively in a fast-paced environment with changing priorities
Ability to handle confidential information with discretion
Proficiency in Microsoft office, particularly excel, word and power point
Eagerness to learn about private banking and wealth management

Nice To Haves

College degree preferred

Responsibilities

Assist Private Bankers in managing client relationships, including managing their calendar, scheduling client meetings, and preparing materials for client meetings/interactions
Assisting DDI with interest rate bumps, flexing accounts, fee reversals, and other various tasks
Ensure onboarding new clients is smooth, efficient and a done with the Six Diamond experience
Assist by collecting identification, appropriate new account documentation and working with Branch Associates to get the accounts opened accurately, efficiently, and timely
Coordinate with the client to ensure and verify business entity documents are current, i.e. Secretary of State website, statement of information is current, and if no follow-through is required with the client
Post-onboarding: Ensure accounts are properly opened and set up
Assist clients in signing up for online banking, ordering checks, mobile banking, insure account is funded, automatic payments set up, set up bill pay, ACH payments etc. – follow up with client to ensure proper set up and is completed
Post-onboarding for Treasury Management Services: Work hand-in-hand with the Business Services and Cash Management teams to ensure all services are set up in a timely manner
Set expectations/SLA up front with clients and adhere to those timelines
Stay on top of all paperwork and ensure DocuSign is completed
Assist existing Business clients by updating their accounts
Changing/updating signers, changing/updating the title of accounts, adding new accounts to existing Treasury Management services i.e. RDC, wires, ACH etc.
Review daily and reach out to clients on non-sufficient funds/non-post/returns items and ensure the client is taken care of
Assist the Private Banker in reaching out to engage, retain, and grow clients that are between $250,000 - $500,000 that were grandfathered into the portfolio
Follow up/reach out to CD matured clients to renew and deepen relationships
Sort clients in portfolio that need more touches to deepen relationship
Assist in keeping clients up to date on various promotions
Assist with letter bank
Maintain and update account plans in Enact
Assist with updating the portfolio ensuring accounts are linked and merged as appropriate
Becomes the point of contact and support clients when the Private Banker is out of the office