Senior Client Associate Private Bank

How You Will Make an Impact:

• Provide high level support for Private Banker(s) including:
• Overall client service, including contacting clients, receiving client calls, client research requests and problem resolution
• Oversee clients' fund transfer requests
• Loan administration assistance - submit loan information into loan origination system and monitor process through loan documentation and loan booking
• Manage overdrafts on deposit accounts daily
• Manage past due status on loans
• Manage exceptions on loans and deposits
  Assist team in developing and maintaining relationships with clients

Who You Are:

• At least 7-10 years of banking experience, preferably in wealth management
• Knowledge of consumer and commercial loans
• Organized, with good written and verbal communication skills
• Ability to analyze borrowers' credit and read income documents
• Proficient in Microsoft Office, such as Word, Excel and PowerPoint