Private Banking Associate
Private Banking Associate - Wealth Management (Job Number: 1304191)
Description
The incumbent manages the day-to-day banking relationship for an assigned portfolio of banking clients. Many of the assigned clients are high profile investment clients as well. Responsibilities include directing client inquiries/requests; handling certain client transactions; verifying client documentation; coordinating KYC/AML processes and procedures for client portfolio; coordinating communication with the client. Incumbent also responsible for assisting Private Bankers in managing and recording/tracking day-to-day sales activities and programs. Executing and managing any projects relative to client portfolios Substantial independence in day-to-day management of, and decision making on, client matters and opportunities.
Qualifications
The qualified candidate must have 4 plus years of banking experience, including deposit and loan processing, with 1-3 years experience in Private Banking is desired. Knowledge of bank lending and credit policies and procedures. Strong communication skills, both verbal and written. The incumbent must address a variety of client-initiated concerns/questions on a recurring basis. Ability to handle difficult client situations is critical in developing new business opportunities with client, as well as existing business. Must be able to handle multiple issues and meet short deadlines. Capable of managing assigned clients and tasks with minimal direction. The incumbent will be a direct point of contact with the client. Also, meet the servicing requirements of the Private Banking clients which includes, but is not limited to, identifying and ensuring a high level of customer satisfaction. The incumbent will interact with internal/external clients both verbally and via written communication. The incumbent must demonstrate sensitivity to the client's concerns and project a professional image when dealing with the client. The incumbent must be able to effectively interact with professionals at all levels (both internally and externally) in order to provide responses to inquiries received and to ensure that the business unit accurately interprets and complies with instructions provided. Ability to make decisions and take actions independently within the policies and procedures of the corporation. Undergraduate degree preferred. 4 years of banking experience, including deposit and loan processing; 1-3 years in Private Banking desired.
Primary Location: United States-USA-Georgia-Atlanta
Internal Jobcode: 03727
Job: Wealth Management
Organization: Private Banking-HR06673
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