Private Bank Senior Associate

Responsibilities

• Manages and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large and/or complex client needs and expectations across all products
• Captures and coordinates with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Develops and maintains relationships with clients, while focusing on the long-term retention and growth of their client's portfolios
• Seeks opportunities to improve various processes, procedures, and technology to enhance the client experience and increase efficiency

Requirements

• Account Management
• Attention to Detail
• Customer and Client Focus
• Prioritization
• Written Communications
• Active Listening
• Adaptability
• Critical Thinking
• Decision Making
• Issue Management
• Collaboration
• Customer Experience Improvement
• Pipeline Management
• Recording/Organizing Information
• Referral Identification