Private Banking Service Representative II - Denver, CO

Southstate Bank•Denver, CO

About The Position

The Private Banking Service Representative II delivers courteous, efficient customer service to support growth and profitability in the Premier Private Banking Department. The role improves customers’ banking experience by responding promptly and thoroughly to inquiries, resolving issues, and referring complex complaints to the Private Banking Team Leader when needed. The representative opens and closes personal and business deposit accounts; provides account information; processes stop payments, wire transfers, check orders, and other services; and assists with consumer and commercial loan applications. The position also identifies customer needs, cross-sells banking products and services, refers prospects to subsidiaries, and actively prospects for new customers. The representative maintains operational controls and follows branch, bank, federal, and regulatory guidelines. Responsibilities include protecting confidential customer information, supporting successful internal and external audits, meeting management-defined goals and training requirements, participating in promotions and marketing efforts, and collaborating positively with coworkers. The employee is expected to maintain and develop skills through training and cross-training, and to perform other duties as directed by management. The position requires proficiency with general office equipment and Microsoft Office applications, the ability to learn bank software and become fully functional in Decision Pro, organization and attention to detail, effective listening and communication, document and business correspondence preparation, multitasking, and composure in a high-volume environment. A high school diploma or equivalent is required; 4–10 years of private banking experience is desired. Advanced knowledge of bank operating systems is required, while experience analyzing retail, private banking, or commercial relationships, strategic sales planning, and client issue resolution is preferred. The role involves substantial computer use and may be based in a cubicle or private office. Work may be performed sitting or standing at a suitable desk. Travel may be required for meetings. The listed work location is 1331 17th St., Denver, Colorado 80202. Pay is anticipated to be $43,468–$69,437, with actual offers based on skills, experience, and education.

Requirements

High school diploma or equivalent.
Advanced knowledge of bank operating systems.
Proficiency with general office machines and software, including Microsoft Word, Excel, Outlook, and PowerPoint.
Ability to use computers efficiently and learn new software programs as introduced by the Bank.
Ability to become fully functional in Decision Pro.
Well-organized, accurate, and attentive to detail.
Cooperative and willing to assist coworkers and customers regularly.
Effective listening skills and the ability to understand others and propose solutions or make relevant contributions.
Ability to prepare documents and compose business letters and memorandums.
Excellent multitasking skills and ability to work effectively under pressure and during high-volume activity.
Ability to remain composed and respond to customer and coworker concerns.
Ability to access and interpret information on computer screens, documents, and reports and identify customers.
Ability to protect confidential customer information and comply with applicable policies and regulations.

Nice To Haves

4–10 years of private banking experience is desired.
Experience analyzing retail, private banking, and/or commercial relationships is preferred.
Experience with strategic sales planning is preferred.
Experience with client issue resolution is preferred.

Responsibilities

Deliver efficient, courteous customer service to support the Premier Private Banking Department.
Respond promptly and thoroughly to customer inquiries and help resolve problems; refer complex complaints to the Private Banking Team Leader as needed.
Open personal and business checking, savings, money market, NOW, CD, and ICS accounts in accordance with rules and guidelines.
Identify customer needs and cross-sell banking products and services.
Refer prospects to subsidiaries and actively prospect for new customers.
Provide customers with information about account status and balances.
Process stop payments, wire transfers, check orders, and other customer services.
Assist with consumer and commercial loan applications.
Open and/or close the office as needed.
Maintain appropriate controls over branch operations and comply with branch, regulatory, federal, and bank policies and procedures.
Support successful internal and external audits and maintain compliance with operational policies, forms, and documentation requirements.
Protect confidential customer information and follow branch confidentiality protocols.
Meet management-defined goals and assigned training requirements; participate in goals and promotions.
Maintain knowledge of banking products and services and suggest ways to promote products and improve customer satisfaction.
Collaborate with coworkers and assist other employees through positive interactions.
Participate in marketing efforts and professional training; pursue cross-training opportunities to improve skills.
Perform other tasks and duties as directed by management.