Private Client Associate

The Bank of Missouri•Creve Coeur, MO

3d•Onsite

About The Position

The Private Client Associate plays a vital role in delivering exceptional customer service and supporting day-to-day branch operations through basic banking services. This role serves as the primary point of contact for customers, building strong relationships through professional, attentive interactions while accurately processing financial transactions. The PCA is responsible for understanding customer needs, providing clear and reliable information, and proactively identifying opportunities to connect customers with products and services that support their financial goals. In addition to transactional responsibilities, this role contributes to a positive and efficient branch environment by maintaining operational accuracy, ensuring compliance with bank policies and regulatory requirements, and supporting overall branch performance. The ideal candidate demonstrates strong communication skills, attention to detail, and a commitment to delivering a high-quality, relationship-focused customer experience. The PCA position also plays a vital role in delivering exceptional customer service and providing basic banking services. This role serves as the primary point of contact for customers, building rapport, accurately processing financial requests, and proactively identifying opportunities to connect customers with solutions that meet their financial needs.

Requirements

High School Diploma or GED equivalent.
Strong interpersonal and communication skills, (verbal and written) with the ability to clearly articulate information.
A strong customer-focused attitude and a genuine desire to assist others.
Ability to manage multiple tasks simultaneously.
High level of integrity, trustworthiness, and discretion with sensitive information.
Ability to work flexible hours, including some Saturdays, as required by branch operations.
Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.

Nice To Haves

Basic understanding of financial concepts and personal banking.
Experience with Jack Henry core processor (Silverlake, Synergy, 4Sight, Xperience, and Onboard)

Responsibilities

Uphold the bank’s boutique, business-professional culture by engaging with clients in a polished, courteous, and attentive manner, ensuring a refined customer experience that aligns with our high-end service expectations.
Provide exceptional customer service.
Actively listens to customer needs and inquiries, providing clear, concise, and accurate information.
Proactively identify opportunities to cross sell or refer appropriate banking products and services.
Address basic customer concerns and resolve minor issues independently, escalating complex situations to a manager when necessary.
Maintain a professional and friendly demeanor in all interactions, ensuring a positive customer experience.
Efficiently and accurately process a wide range of financial transactions.
Assist with branch opening and closing procedures including securing cash and official documents.
Onboarding of deposit accounts
Manage and balance a cash drawer with precision, adhering to all cash handling policies and procedures.
Adhere strictly to all bank policies, procedures, and federal/state banking regulations (e.g., BSA/AML privacy laws, Regulation CC).