Private Client Associate

Seattle Bank•Seattle, WA

10h•Hybrid

About The Position

The Private Client Associate (PCA) is responsible for delivering outstanding customer service to Seattle Bank clients and internal partners. The position will be instrumental in supporting the Boutique Bank team by assisting with day-to-day activities including operations, customer service, recommendations, and the security of the clients’ financial transactions. The role is responsible for overseeing inquiries, researching issues, and providing support to the Private and Business Client Managers (PCMs and BCMs). The PCA helps drive a positive, dynamic team culture and willingly embraces being an active change agent. The position will be instrumental in helping support the Boutique Bank team. This position is located in our downtown Seattle office and requires full-time, in-person work.

Requirements

Due to the collaborative nature of this position, it requires daily in-person work. After a 90-day training period, this position allows for one day of work from home each week. No exceptions will be granted.
Bachelor’s degree in business administration or similar field; or equivalent combination of relevant education and experience
3+ years’ financial services and customer service experience.
Knowledge of relevant state and federal banking regulations, account titling, KYC requirements, FDIC insurance, operational policies and procedures, and product features.
Strong service focus and courteous and empathetic attitude toward others.
Exceptional verbal, written, and interpersonal communication skills, including the ability to write reports, correspondence, and procedures, and interact professionally with customers and coworkers.
Excellent critical thinking, problem solving, and decision-making skills.
Ability to adapt and work effectively in a fast-paced and ever-changing environment.
Effective prioritization, organizational, and time management skills.
Strong computer and technical skills including proficiency in Microsoft Office Suite programs.
Proficiency with math, including ability to reconcile accounts, locate routine mathematical errors, and develop and interpret charts and graphs.
Ability to assist and attend client / partner events as appropriate.

Responsibilities

Partner with PCMs / BCMs and other business lines to onboard, service, and maintain private client accounts.
Assist with onboarding new clients, daily maintenance of deposit accounts (to include IRAs and business accounts), treasury management products, debit and credit cards, and online and mobile banking.
Handle customer inquiries, resolve issues and complaints, and complete follow up in a timely and professional manner.
Educate clients on the Bank’s deposit and ancillary products and make recommendations while ensuring the clients’ financial needs are being met.
Work closely with other departments to ensure a consistent and elevated level of customer service.
Identify, create, and implement process efficiencies.
Assist in completing Relationship Reviews.
Demonstrate and maintain a strong understanding of the Bank’s products and services, and policies and procedures.
Other duties and projects as assigned.
Physically attending work on a set and predictable schedule is an essential function of this job.