Private Banking Associate Jobs

About The Position

Requirements

• Bachelor's degree from a four-year college or university, two years of experience in a commercial lending environment, or an equivalent combination of education and experience.
• Positive attitude and good work ethic.
• Ability to process a variety of tasks accurately and efficiently.
• Ability to maintain strict confidentiality and attention to detail, and to comply with Bank policies and procedures.
• Ability to communicate effectively with clients, coworkers, and departments to resolve a variety of needs.
• Strong organizational skills and ability to work well in a team environment.
• Punctuality.
• Ability to perform the essential duties satisfactorily, with reasonable accommodation where applicable.
• Demonstrate adaptability, dependable attendance, customer service, dependability, attention to detail, initiative, sound judgment, motivation, clear communication, organizational support, planning and organization, problem-solving, professionalism, quality, safety and security awareness, teamwork, and technical skills.
• Understand basic computer software programs and demonstrate an effort to continuously build knowledge and skills.

Responsibilities

• Support Private Bank Relationship Managers with the origination, documentation, and ongoing management of commercial and consumer loans, including booking new loans and renewals.
• Continuously manage credit-facility documentation items.
• Provide ongoing relationship servicing to current Private Bank customers to maintain goodwill and identify additional business.
• Coordinate with and assist back-office personnel in resolving credit problems, delinquent-payment issues, and related items.
• Process loan advances, payment postings, maintenance requests, and loan-monitoring requirements efficiently.
• Establish and support Cash Management and Business Digital Banking customers.
• Assist staff with sales efforts to educate and inform customers about Cash Management and Digital Banking products and services.
• Follow Deposit, Cash Management, and Digital Banking guidelines to reduce risk and ensure compliance with established policies, procedures, and regulations.
• Recommend changes and enhancements to products and services.
• Generate and screen leads to attain new business relationships and product sales.
• Call on and visit target customers to promote and sell products and services.
• Promote and cross-sell products and services to meet customer needs, including checking, credit card, and Digital Banking products.
• Assist with special projects as needed.
• Actively use and understand technology and devices related to Digital Banking services.
• Provide support for escalated customer issues.
• Assist with reviewing, monitoring, and mitigating risks to minimize losses.
• Assist with customer education and marketing of Cash Management and Digital Banking products and services to increase usage and adoption rates.