Private Banking Assistant

Waterford Bank

2d

About The Position

The Private Banking Assistant will support the Private Banking Officers in developing new VIP client relationships and managing the day-to-day maintenance needs of existing clients. This role serves as the primary point of contact for daily customer service inquiries. The assistant will provide comprehensive support to the Toledo Private Banking teams, enabling account officers to concentrate on expanding the Toledo Market. They will collaborate closely with the Private Banking Team to facilitate the development and marketing of new VIP lending and deposit opportunities within the Ohio markets, ensuring an exceptional customer service and VIP experience for clients.

Requirements

• High School diploma
• 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
• Ability to prioritize and handle multiple tasks
• Ability to work in a team atmosphere and be able to interact and communicate with individuals at all levels

Nice To Haves

• Business Degree preferred
• Minimum of 5 years Banking Experience preferred

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees