Private Banking Relationship Support Representative

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Description

JOB SUMMARY:

Strong commitment to quality customer service to our commercial and private banking clients.

SKILLS REQUIRED:

• High School Diploma or equivalent.
• 3-5 years related experience
• Good oral and written communication skills
• General Knowledge of Microsoft Office
• Experience in customer service, sales, and problem solving
• Understanding of deposit and loan operations to include documentation and procedures

PRIMARY DUTIES:

1. Customer Service: provide accurate and responsive support to clients and relationship managers. Key role in retention of valuable customers.

2. Administrative Support: work closely with relationship managers and manager of wholesale banking group to fulfill administrative requirements phones, scheduling, typing, filing, and other duties as required.

3. Bank products/operations: will maintain working knowledge of bank products and operational systems. Facilitate opening accounts, processing transactions, and resolving problems. Will include responding to client questions and requests with alternative solutions.

4. Loan Support: lend support through reviews and comprehension of commercial and consumer loan documents. This will include loans, advances, payments, and any other maintenance requirements for the loan portfolio.