Private Wealth Service Specialist

United Community Bank • Greenville, SC

2d • Onsite

About The Position

The Private Wealth Service Specialist is responsible for the day-to-day activities and interaction between the client and United Community Private Wealth in terms of establishment of documentation, accounts, maintenance, and servicing of the relationship. The Private Wealth Service Specialist is also responsible for maintaining a high level of knowledge of products, services, and wealth systems to provide service excellence for our clients. The Private Wealth Service Specialist will maintain awareness of identifying and managing risk and adhering to policies and procedures.

Requirements

• High School diploma or equivalent
• 2 or more years of customer service in Banking and/or Investment experience
• Must be able to pass a criminal background check and credit check

Responsibilities

• Services customers by assisting during client onboarding, providing detailed information, and addressing account serving needs.
• Assists the Private Banker, Trust Officer, and/or Portfolio Manager by processing and maintaining accurate and complete documentation and providing sales support.
• Responsible for identifying, researching, analyzing, and resolving complex problems with accounts related issues.
• Maintains an effective rapport with clients and United Community personnel.
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
• This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED