Job Description:This job is responsible for supporting comprehensive needs for complex clients with minimal guidance and oversight. Key responsibilities include executing tasks and completing client requests, managing risk, and identifying opportunities while assisting with client service activities. Job expectations include handling basic credit and complex banking requests along with monitoring account opening and asset transfers, handling client inquiries, making enterprise referrals, and coordinating with specialists and service centers to deliver an integrated service to the client.
Responsibilities:• Manages and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large and/or complex client needs and expectations across all products
• Coordinates with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Develops and maintains relationships with clients, while focusing on the long-term retention and growth of their client's portfolios
• Seeks opportunities to improves various processes, procedures, and technology to enhance the client experience and increase efficiency
Qualifications:- Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
- BS/BA degree in Business, Finance or Economics desired
Skills:• Account Management
• Attention to Detail
• Customer and Client Focus
• Prioritization
• Written Communications
• Issue Management
• Active Listening
• Adaptability
• Critical Thinking
• Decision Making
• Pipeline Management
• Referral Identification
• Recording/Organizing Information
• Customer Experience Improvement
• Collaboration
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:1st shift (United States of America)
Hours Per Week: 40
