Private Banking Assistant Senior
About The Position
The Private Banking Assistant Senior provides administrative, operational, and client service support to Private Bankers and management. The role works closely with high-net-worth clients and internal business partners to coordinate banking activities, support loan and deposit processes, and help deliver an exceptional client experience while ensuring compliance with regulatory and organizational requirements. The position supports loan requests and portfolio management, processes deposit and loan service requests, assists Private Bankers with administrative work, and helps maintain sales materials and internal systems. It also serves as a liaison between clients and internal business partners to resolve operational issues and ensure a seamless client experience.
Requirements
- Associate’s degree in Business, Finance, Accounting, or an equivalent combination of education and experience.
- At least 2 years of banking experience or office/administrative experience.
- Ability to manage multiple priorities while maintaining accuracy and attention to detail.
- Strong customer service and relationship management skills.
Responsibilities
- Coordinate new loan requests and renewals by preparing applications, ordering documentation, reviewing documents for accuracy, and assisting with loan booking and closing activities.
- Monitor loan renewals, financial statements, and account maintenance activities to support timely servicing and compliance.
- Process client deposit and loan service requests, including account openings and closures, stop payments, check orders, wire transfers, and other banking transactions.
- Provide administrative support to Private Bankers, including scheduling, correspondence, reporting, and client follow-up.
- Prepare and maintain sales support materials, reports, and internal system updates to support business development efforts.
- Serve as a liaison between clients and internal business partners to resolve complex operational issues and support a seamless client experience.
- Respond to high-net-worth clients’ inquiries, address concerns, and provide customer service.
- Help ensure loan and deposit documentation, account administration, and client activities comply with policies, procedures, and regulatory requirements.
- Comply with applicable enterprise policies, laws, and regulations, including Bank Secrecy Act requirements; report suspicious activity, customer complaints, procedure violations, and ethical concerns as prescribed.
Benefits
- 401(k) and pension plans
- Paid time off to volunteer in the community
- Diversity-focused Colleague Resource Groups
- Professional development and advancement opportunities
- Well-being programs and incentives
- Parental leave
- Employee stock purchase plan
- Military benefits
- Personal banking, loan, investment, and insurance benefits
- Incentive, commission, or bonus opportunities may be available for certain positions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
