Private Banking Assistant

United Bank•Washington, DC

2d•$59,774 - $98,626•Onsite

About The Position

The Private Banking Assistant provides administrative and operational support to the Private Banking Group (PBG) to ensure a high level of service for clients. This role assists with day-to-day activities, client servicing tasks, and internal coordination, while gaining foundational knowledge of private banking products and services.

Requirements

High school diploma required
0–2 years of banking, administrative, or customer service experience preferred.
Basic knowledge of banking products and services or willingness to learn.
Strong organizational and time management skills.
Excellent verbal and written communication skills.
Detail-oriented with a high level of accuracy.
Ability to handle multiple tasks and prioritize effectively.
Professional demeanor and strong customer service mindset.
Proficient in Microsoft Office (Word, Excel, Outlook)
Ability to learn internal systems and processes.
Team-oriented with a willingness to support multiple team members.
Sitting or standing for extended periods of time
Ability to operate standard office equipment, including computer, phone, and copier
Ability to communicate effectively with clients and internal team members
Ability to review and process information with accuracy

Nice To Haves

Associate’s or Bachelor’s degree preferred.

Responsibilities

Provide administrative support to Private Banking team members, including scheduling, document preparation, and follow-up tasks.
Assist with routine client requests such as account maintenance, documentation, and general inquiries.
Support account opening processes, wire requests, and basic servicing activities under supervision.
Maintain accurate client records and assist with file organization and document management.
Coordinate internal requests and ensure timely completion of assigned tasks.
Assist with tracking loan portfolio activity, past dues, and reporting updates as needed.
Order and maintain office supplies and support general office operations.
Help prepare materials for client meetings, presentations, and business development efforts.
Provide general support to ensure a high level of client service is maintained.
Perform other administrative duties as assigned.