Private Banking Service Representative II - Denver, CO
About The Position
SouthState is hiring a Private Banking Service Representative II to support its Premier Private Banking Department in Denver, Colorado. The role delivers courteous, efficient customer service and helps customers with banking needs, account services, loan applications, and product information. It also supports Premier Private Bankers, promotes banking products and services, and contributes to customer growth and satisfaction. The representative follows branch, regulatory, and federal guidelines; maintains operational controls and accurate documentation; protects confidential customer information; and supports compliance and successful audits. The role also involves meeting management-defined goals, completing required training, prospecting for customers, participating in marketing efforts, and keeping skills current through training and cross-training. Other duties may be assigned by management. The position is based at 1331 17th St., Denver, Colorado 80202. Travel may be required for meetings. The work environment may be a cubicle or private office. The role involves substantial computer use and may be performed sitting or standing with an appropriate desk. Reasonable accommodations may be made for individuals with disabilities.
Requirements
- High school diploma or equivalent.
- Four to ten years of private banking experience is desired.
- Proficiency with general office equipment and Microsoft Office Word, Excel, Outlook, PowerPoint, and other department software.
- Ability to use computers efficiently and learn new software as introduced by the Bank.
- Ability to become fully functional in Decision Pro.
- Strong organization, accuracy, and attention to detail.
- Cooperative approach and willingness to assist coworkers and customers regularly.
- Effective listening skills, including understanding others and proposing solutions or contributions based on what they say.
- Ability to prepare documents and compose business letters and memorandums.
- Excellent multitasking skills and ability to work under pressure and handle high-volume activity.
- Ability to remain composed under pressure and respond to customer and coworker concerns.
- Ability to access and interpret information on computer screens, documents, and reports and identify customers.
- Ability to travel to meetings as needed.
Nice To Haves
- Advanced knowledge of bank operating systems.
- Previous experience analyzing retail, private banking, and/or commercial relationships.
- Experience with strategic sales planning and client issue resolution.
Responsibilities
- Deliver efficient and courteous customer service to support the Premier Private Banking Department.
- Improve customers’ banking experience through timely, positive, and thorough service.
- Build cordial customer relationships, respond to inquiries, and 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 applicable rules and guidelines.
- Identify customer needs and cross-sell banking products and services.
- Assist Premier Private Bankers with referrals to subsidiaries.
- Provide customers with information about account status and balances.
- Process stop payments, wire transfers, check orders, and other services.
- Assist with consumer and commercial loan applications.
- Open or close the office as needed.
- Maintain appropriate controls over branch operations relevant to the position and comply with branch, regulatory, and federal guidelines.
- Contribute to passing internal and external audits and comply with internal operations policies and procedures, including correct use of forms and documentation.
- Protect confidential customer information and follow branch confidentiality protocols.
- Achieve management-defined goals, assigned training goals, and participate in goals and promotions.
- Prospect for new customers, maintain knowledge of banking products and services, and suggest ways to promote products and improve customer satisfaction.
- Comply with bank policies, procedures, code of conduct, and regulatory guidelines.
- Support coworkers through positive interactions and participate in marketing efforts.
- Update skills through professional training and cross-training.
- Perform other tasks, responsibilities, or duties as directed by management.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
