Private Banking Service Specialist

Private Client Banking Specialist I

The Private Client Banking Specialist I supports the onboarding and servicing of the Private Banking Division's clients as the operational and administrative support for the division. Functions as a "trusted advisor" to clients providing solutions and delivering exceptional service. Works collaboratively with internal business partners to bring the entire bank's capabilities to our clients. Responsibilities include:

• Collaborates closely with Private Banking Relationship Managers and business partners from other divisions in cases of jointly managed relationships to deliver the operational and administrative side of an exceptional client servicing experience. This includes but is not limited to preparing new account documentation, account maintenance, research, transfers and wire processing.
• Communicates and collaborates directly with clients and relationship management related to requests received via the Private Banking inbox and/or the Private Banking phone lines.
• Leads coordination and operational portion of client onboarding to ensure exceptional introduction to the Private Banking client experience.
• Maintains operational excellence and meets all required regulatory and compliance guidelines/policy/procedure. This includes report monitoring, documentation review and where applicable, some internal audit prep on behalf of the Private Banking division.
• Meets all requirements in terms of bank operations and compliance. Participates in continuing education programs as requested.
• Other duties as assigned

Education and Experience:

• High School Diploma or GED. College degree preferred but not required.
• Minimum 1-3 years of customer service and sales/business development experience with demonstrable success servicing clients and deepening relationships.
• Prior banking experience preferred; customer-centric, relationship-focused "growth" mindset and entrepreneurial experience preferred.

Skills/Knowledge:

• Understanding of financial institution operating policies and procedures, banking regulations (state and federal) and public relations.
• Understanding of business, mortgages, wealth management and lending services preferred.
• Knowledge of the use of communications technology (e.g., MS Teams, Outlook).
• Must have the ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• Effective decision making and interpersonal skills.
• Strong organizational skills.
• Ability to interact with clients, partners, and team members in a professional and personable manner.
• Ability to follow established policies and procedures.
• Self-motivated with demonstrated aptitude and desire for achievement.
• Strong commitment to personal growth, learning, and success.
• Ability to work Monday through Friday and as needed based on client demands.