Private Banking Client Associate

About This Job

The Private Banking Client Associate provides administrative, operational, and client support for Private Bankers within the Trust Company. The primary goal of a Client Associate is to reduce time spent by the Private Bankers on administrative and operational concerns. You’ll prepare client presentations, participate in joint calls with Private Banking Officers, interact directly with clients, resolve operational difficulties, and assist officers in preparation of loan approval packages.

Essential Functions

Manage portfolio of client relationships for 1-3 Private Bankers

Provide a superior client experience by completing tasks, resolving issues, and following up in a timely manner

Work closely with assigned Private Banker(s) to build a strong channel of communication

Prepare client presentations and participate in joint calls when necessary

Assist in processing loans and scheduling closings

Communicate directly with clients to complete service needs and document conversation in the CRM (Quest)

Work with the Private Banker(s) to ensure CRM (Quest) records are kept up-to-date

Identify new clients and sales opportunities through client support and networking

Support other client associates by communicating effectively and providing coverage

Perform other duties as assigned

Knowledge, Skills & Abilities Required

Knowledge of general banking services and products, with emphasis on lending and deposit products

Demonstrated customer contact and communication skills

Proficiency in word processing and spreadsheet preparation required, familiarity with contact management software and data base management helpful

Good organizational skills

Motivated and organized self-starter with strong attention to detail

Inquisitive, agile, and strong team player with excellent communication skills (verbal, written and interpersonal)

Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values

Intermediate level proficiency with Microsoft Word, Excel, and Outlook

Education & Experience

High school diploma or equivalent combination of education and experience required. Associate’s or Bachelor's degree preferred.

2+ years retail or commercial banking experience preferred

Experience with Commerce internal systems preferred [Salesforce, Quest, Teller Connections, Shaw, Branch Connections, Encompass, Blend]