Private Banking Support Specialist

Republic Bank•Lyndon, KY

5d•Onsite

About The Position

The Private Banking Support Specialist is responsible for ensuring that the phones are answered, walk in traffic is greeted and directed, providing administrative support to multiple levels of management, as well as other associates within the department. In addition, this role will work directly with the Private Banking Personal Banker and respective Supervisor to ensure that all Depository and Account Maintenance needs are met within the Private Banking Department.

Requirements

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Proficiency in Microsoft Office Products: Word, Excel, and Power Point required.
NMLS registration required

Nice To Haves

Minimum of 3 years administrative experience preferred.
Minimum of 2 years in customer service preferred.
Proficiency in Salesforce preferred.

Responsibilities

Greet and receive clients at the front door with a positive and helpful attitude.
Answer telephone and direct the caller to appropriate associate within the department. May include transferring the caller to an associate’s voicemail when associate is unavailable.
Receive, sort and distribute incoming mail; prepare outgoing mail for pickup.
Responsible for ordering, receiving, stocking and distribution of office supplies for department.
Handle loan and deposit maintenance for department.
Prepare and pull daily, weekly, and monthly departmental reports as requested.
Manage requested reporting including distribution of those reports to Officers and Management.
Regularly support Private Banking Personal Banker and Private Banking Personal Banker Supervisor through execution of wire transfers, client and account maintenance, opening and closing of accounts, online banking assistance and maintenance and other tasks as determined by Management.
Work with Credit and Debit Card Teams to resolve client issues and address administrative needs.
Work with Treasury Management Officers on mutual client issue resolution and administrative needs.
Ensure that your work area, bank lobby and stockrooms are neat and organized at all times.
Know how to use and set up items on SharePoint.
Coordinate meetings with internal departments and team members and external entities, including vendors, suppliers, and business partners.
Liaise with Special Events on meetings as needed.
Handle general inquiries and follow up, help with problem solving, research and customer service.
Organize and prepare presentation documents and meeting materials.
Craft, edit, and distribute internal and external communications.
As needed, support management with administrative duties.
Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.
Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability, and dedication to the organization.
Willingly perform all other duties and projects as assigned.