Job Description
This position will support the Private Bankers and clients within the Private Banking group.
Responsibilities will include but are not limited to:
Β Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
Β Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
Β Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
Β Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
Β Process all loan wire and transfer requests.
Β Perform miscellaneous job related duties as assigned.
Position Requirements:
Β Minimum of one year of prior retail banking experience
Β General knowledge of bank services, products, and loans
Β Excellent client-service skills, including oral and written communication
Β Entrepreneurial, ownership-oriented mindset
Β Attention to detail and strong organizational skills
Β Ability to work effectively as a team member and with customers
Β Strong analytical and problem solving skills, and the ability to derive innovative solutions
Β Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
Β Strong work ethic and high integrity
Β Strong computer skills
Β Friendly, outgoing, assertive, confident, and enthusiastic personality
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