Private Banking Associate

Pinnacle Bank/Bank of Colorado • Omaha, NE

19h • Onsite

About The Position

GENERAL SUMMARY:

The Private Banking Associate will serve to assist Private Banking Officers in daily operations of retail banking and lending in branch environment while absorbing a wide range of banking activities to fully familiarize him or herself with the total operations of Private Banking.

Requirements

• Knowledge of bank operations, products, and policies.
• Strong client service background and skills.
• Demonstrated ability to handle confidential and sensitive information.
• Demonstrated written and exceptional interpersonal communication on telephone and personally when working with clients, prospects and peers.
• Ability to complete multiple assignments and projects with quality, accuracy, and within deadlines with special attention to detail.
• Ability to take initiative to self-start tasks and projects.

Nice To Haves

• College degree or equivalent job experience preferred.

Responsibilities

• Responsible for learning daily operations of retail and lending in branch environment including performing duties such as opening new accounts, conducting maintenance of existing accounts, collecting proper documentation, handling daily transactions, and supporting underwriting and maintenance of loan portfolio.
• Supports the Private Banking department with customer service, correspondence, phone calls, and miscellaneous duties.
• Prospect new customers. Cross sell banking services to new and existing customers.
• Ability to maintain regular and reliable attendance.
• Attend customer or bank sponsored events and actively build relationships.
• Performs other duties as assigned by management.
• Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees