Private Banking Representative
Private Banking Representative
Posted on :
18-05-2025
Employer Active
1 Vacancy
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Job Description
About the organization
A wellestablished communityfocused financial institution headquartered in the Bay Area known for its personalized banking services and longstanding commitment to local communities. The organization offers a full range of financial products including personal and business banking mortgage lending and wealth management. It distinguishes itself through relationshipbased service local decisionmaking and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
The Private Banking Representative serves as a liaison between VIP clients and the financial institution ensuring exceptional service that fosters lifelong partnerships delivers innovative solutions and exceeds client expectations for a worldclass experience. This role focuses on hightouch clientele building and maintaining strong business relationships and managing highvalue accounts.
Roles and Responsibilities
The Private Banking Representative is responsible for providing exceptional service to highvalue clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations maintains client relationships and ensures a high level of client satisfaction by offering customized solutions and efficient service.
Key Responsibilities:
A wellestablished communityfocused financial institution headquartered in the Bay Area known for its personalized banking services and longstanding commitment to local communities. The organization offers a full range of financial products including personal and business banking mortgage lending and wealth management. It distinguishes itself through relationshipbased service local decisionmaking and support for regional economic growth through philanthropic initiatives and community engagement.
Position Overview
The Private Banking Representative serves as a liaison between VIP clients and the financial institution ensuring exceptional service that fosters lifelong partnerships delivers innovative solutions and exceeds client expectations for a worldclass experience. This role focuses on hightouch clientele building and maintaining strong business relationships and managing highvalue accounts.
Roles and Responsibilities
The Private Banking Representative is responsible for providing exceptional service to highvalue clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations maintains client relationships and ensures a high level of client satisfaction by offering customized solutions and efficient service.
Key Responsibilities:
- Respond promptly to all incoming correspondence (calls emails faxes voicemails) in accordance with department standards
- Assist clients with new products and services
- Open new accounts and recommend appropriate deposit account types
- Crosssell Treasury Management Services; prepare setup documentation onboard clients and provide ongoing support
- Research and respond to internal and external inquiries
- Process a variety of client transactions including deposits transfers and wire transfers
- Maintain regular client contact regarding overdraft reports check and wire verifications returned items etc.
- Handle verification of deposit and credit rating requests
- Manage client supply orders (checks deposit slips endorsement stamps etc.)
- Crosssell additional banking products and services based on client needs
- Complete assigned daily and monthly tasks
- Participate in and help coordinate department meetings
- Ensure compliance with banking regulations and departmental standards (e.g. GLBA BSA security protocols)
- Support associates with the setup of additional products and services
- Perform account maintenance including client contact and followup
- Prepare and process account change requests
- Maintain accurate and uptodate client records in both electronic systems and physical files
- Complete department supply orders as needed
- Manage specific monthly assignments (e.g. reconciliations certifications client reporting CDARS)
- Travel to client sites as needed for account setup transactions or maintenance
- Assist with client and banksponsored events as required
- Escalate client concerns appropriately and in a timely manner
- 13 years of banking experience; management experience preferred
- Knowledge of cash/treasury management products such as Positive Pay ACH Remote Deposit Capture Lockbox Services Online Banking Bill Pay and Wire Transfers
- Ability to recommend and open various types of deposit accounts
- Proficient in Microsoft Office and comfortable in a Windowsbased environment
- Excellent verbal and written communication skills
- Strong professional demeanor with the ability to communicate clearly and effectively
- Highly motivated disciplined and selfdriven
- Demonstrated experience providing highlevel service to clients including highnetworth individuals
- Problemsolving skills and a customerfocused mindset
- Ability to obtain signing authority
- Knowledge of regulatory and audit requirements
- High school diploma GED or equivalent required
Required Experience:
Manager
Employment Type
Full-Time
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