Private Banking Associate I - Cedar Rapids

Bankers Trust Company • Cedar Rapids, IA

9d • $24 - $28 • Hybrid

About The Position

The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private Banking clients. The PBA I possesses a beginning to working knowledge of subject matter & handles basic to moderately complex issues, escalating the more complex issues to the PBA II or PB Senior Associate.

Requirements

• High school diploma or GED preferred
• At least one year of administrative experience required
• Exceptional clerical skills
• Possesses good judgment
• Ability to work well under pressure
• Confidentiality is a must

Nice To Haves

• Banking experience and a beginning understanding of commercial and real estate lending is helpful, but not required
• Basic bookkeeping skills extremely helpful

Responsibilities

• Prepares letters, memorandums, reports and credit/debit items; processes payments, advances, and wire transfer requests; assists officer in opening new accounts and preparing loan papers.
• Helps to research and resolve customer problems, and provides quality customer service via telephone, email and in person to both internal and external clients
• Assists lending officers on clean-up of documentation exceptions, requests financial statements when due and assists in the insurance monitoring of credit relationships
• Processes foreign currency orders when needed
• Performs other duties as assigned

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED