Private Banking Assistant

Waterford Bank

About The Position

Assist the Private Banking Officers to develop new VIP client relationships and handle day to day maintenance needs of current clients. This includes first point of contact for day-to-day customer service. Essential Duties and Responsibilities: Provide support for the Toledo Private Banking teams to enable account officers to focus on continued growth of the Toledo Market. Work closely with Private Banking Team to allow Private Bankers to Develop/Market new VIP lending & deposit opportunities in the Ohio markets. Assist Private Banking Officers to ensure exceptional customer service and VIP experience. Help facilitate account funds transfers, line advances, loan payments, wire transfers etc. Check DDA overdraft reports daily and notify officer on the account of the overdraft, review loan delinquency reports and quarterly loan review and matured note reports Open new VIP Accounts and assist with the onboarding of new relationships; Update client files as necessary to ensure that the information is up-to-date. Assist Private Banking Officers in monitoring loan portfolio and to assist with retrieving required customer financial information Develop a working knowledge of all private banking relationships to have the ability to serve as a Private Banker in the absence of the primary account officer. Comply with all aspects of the Bank Secrecy Act Other Duties as assigned.

Requirements

High School diploma; Business Degree preferred.
Minimum of 5 years Banking Experience preferred
Strong technical skills, including a basic understanding of accounting and financial statements.
Knowledge of Microsoft Office, especially Excel, Word, PowerPoint & MS Outlook
A strong sales ability, strong interpersonal, written and verbal communication skills, and the ability to prioritize and handle multiple tasks are required
Ability to work in a team atmosphere and be able to interact and communicate with individuals at all levels

Responsibilities

Develop new VIP client relationships
Handle day to day maintenance needs of current clients
First point of contact for day-to-day customer service
Provide support for the Toledo Private Banking teams
Work closely with Private Banking Team to allow Private Bankers to Develop/Market new VIP lending & deposit opportunities in the Ohio markets.
Assist Private Banking Officers to ensure exceptional customer service and VIP experience.
Help facilitate account funds transfers, line advances, loan payments, wire transfers etc.
Check DDA overdraft reports daily and notify officer on the account of the overdraft, review loan delinquency reports and quarterly loan review and matured note reports
Open new VIP Accounts and assist with the onboarding of new relationships
Update client files as necessary to ensure that the information is up-to-date.
Assist Private Banking Officers in monitoring loan portfolio and to assist with retrieving required customer financial information
Develop a working knowledge of all private banking relationships to have the ability to serve as a Private Banker in the absence of the primary account officer.
Comply with all aspects of the Bank Secrecy Act
Other Duties as assigned.