Premier Bank Support Specialist

At Vantage Bank, we're driven by a deep commitment to supporting our customers, valuing our employees, embracing diversity, fostering meaningful connections, and providing outstanding service every step of the way.

JOB SUMMARY

The Premier Bank Support Specialist is a key operational and service partner within the Premier Banking team. They assist the Premier Banking Manager in ensuring the department operates efficiently by providing seamless support, delivering concierge level client experience, maintaining service continuity, and strengthening client relationships across the region. The Premier Bank Support Specialist acts as an extension of the Managers and assists the department in meeting goals of personalized service, regulatory excellence, and client retention. They serve as a trusted resource for both customers and internal partners, and directly contribute to the bank’s reputation, client loyalty, and long-term growth.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

• Delivers concierge level service to Premier Banking clients and supports Relationship Managers with experience.

• Travel within the operating region and to Mexico (if needed) to meet with customers to provide a concierge level of service.

• Processes domestic and international wire transfers, validate authorizations, and complete day-to-day client needs.

• Opens, maintains, and services deposit accounts while ensuring accuracy and regulatory compliance.

• Handle client inquiries, account updates, and transactional requests to provide a seamless banking client requested payments.

• Manages debit card and check order coordination, including secure handling for clients with foreign addresses.

• Monitors and clear operational exceptions, documentation requirements, and ticklers promptly.

• Supports compliance functions, including BSA, CIP, OFAC, KYC, ODD, and EDD information requests.

• Assists with department operations, maintain product knowledge, and help train new team members.

• Represents Premier Banking professionally during client meetings, calls, and regional visits.

• Other duties as assigned.

QUALIFICATIONS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities and organizational limitations may result in some deviation from these guidelines.

• Bachelor’s degree in Business or other related field required OR a combination of equivalent, relevant work experience.

• 2+ years of prior experience in banking or financial services, including account servicing and client support required.

• Proficiency with banking systems, CRM tools, and digital documentation.

• Working knowledge of banking regulatory requirements (BSA, CIP, OFAC, KYC).

• Excellent verbal, written, presentation and interpersonal communication skills.

• Excellent customer service skills.

• Bilingual— English/Spanish strongly preferred.

• Proficient computer skills with knowledge of Microsoft Office including, but not limited to, Word, Excel, PowerPoint, and Outlook, the Windows environment, and internet research skills.

• Must be versatile and have a willingness to assist and perform duties with enthusiasm.

• Ability to adapt to constant change and periods of fast-paced situations while sticking to and meeting deadlines.

• Ability to work independently with minimal supervision while performing assigned duties.

• Ability to always maintain a high degree of ethical standards and complete confidentiality.

• Must be self-motivated with strong initiative, high level of accountability, and attention to detail.

COMMUNITY IMPACT

Community involvement is part of who we are. Our culture is built on teamwork, purpose, and service. We value volunteerism and create opportunities for employees to connect, give back, and make a positive difference in our communities. As part of the Vantage Bank team, all associates should embrace our community involvement and culture to ensure we are making an impact.

BANK SECRECY ACT (BSA)

All employees of Vantage Bank, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position. The primary responsibility for enforcement of this policy and its operating procedures rests with the BSA/AML/OFAC Officer. However, it is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy.

EOE/M/F/D/V