Private Banking Representative

About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing 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 relationship-based service, local decision-making, 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 world-class experience.

This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts.

Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value 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 Cross-sell 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.) Cross-sell 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 follow-up Prepare and process account change requests Maintain accurate and up-to-date 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 bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications :