Private Banking Associate

Omaha, NE - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

GENERAL SUMMARY:

The Private Banking Associate will serve to assist Private Banking Officers in daily operations of retail banking and lending in branch environment while absorbing a wide range of banking activities to fully familiarize him or herself with the total operations of Private Banking.

RESPONSIBILITIES AND DUTIES:

Responsible for learning daily operations of retail and lending in branch environment including performing duties such as opening new accounts conducting maintenance of existing accounts collecting proper documentation handling daily transactions and supporting underwriting and maintenance of loan portfolio.
Supports the Private Banking department with customer service correspondence phone calls and miscellaneous duties.
Prospect new customers. Cross sell banking services to new and existing customers.
Ability to maintain regular and reliable attendance.
Attend customer or bank sponsored events and actively build relationships.
Performs other duties as assigned by management.
Communicate effectively in-person and otherwise with all coworkers and customers both during regular business hours and before and after regular business hours if necessary.

KNOWLEDGE SKILL AND ABILITIES:

Knowledge of bank operations products and policies.
Strong client service background and skills.
Demonstrated ability to handle confidential and sensitive information.
Demonstrated written and exceptional interpersonal communication on telephone and personally when working with clients prospects and peers.
Ability to complete multiple assignments and projects with quality accuracy and within deadlines with special attention to detail.
Ability to take initiative to self-start tasks and projects.

EDUCATION AND EXPERIENCE:

College degree or equivalent job experience preferred.

PHYSICAL REQUIREMENTS:

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of person so classified.

More Details

Monday through Friday 8am-5pm.

Required Experience:

GENERAL SUMMARY:The Private Banking Associate will serve to assist Private Banking Officers in daily operations of retail banking and lending in branch environment while absorbing a wide range of banking activities to fully familiarize him or herself with the total operations of Private Banking. RE...

GENERAL SUMMARY:

RESPONSIBILITIES AND DUTIES:

Responsible for learning daily operations of retail and lending in branch environment including performing duties such as opening new accounts conducting maintenance of existing accounts collecting proper documentation handling daily transactions and supporting underwriting and maintenance of loan portfolio.
Supports the Private Banking department with customer service correspondence phone calls and miscellaneous duties.
Prospect new customers. Cross sell banking services to new and existing customers.
Ability to maintain regular and reliable attendance.
Attend customer or bank sponsored events and actively build relationships.
Performs other duties as assigned by management.
Communicate effectively in-person and otherwise with all coworkers and customers both during regular business hours and before and after regular business hours if necessary.

KNOWLEDGE SKILL AND ABILITIES:

Knowledge of bank operations products and policies.
Strong client service background and skills.
Demonstrated ability to handle confidential and sensitive information.
Demonstrated written and exceptional interpersonal communication on telephone and personally when working with clients prospects and peers.
Ability to complete multiple assignments and projects with quality accuracy and within deadlines with special attention to detail.
Ability to take initiative to self-start tasks and projects.

EDUCATION AND EXPERIENCE: