Private Client Associate
At The Bank of Missouri, we are passionate about caring for people and communities, and know how to recognize and reward our employees for their talent and contributions. When you work here, you not only get to help others, but you also get the resources, opportunities, and support to grow your own career.
About Our Company
Since 1891, The Bank of Missouri has grown from one bank in Perryville to now 30 locations in 25 communities across Missouri. We've endured many events, including the Great Depression, two World Wars, and the Financial Crisis of 2007-2008, but we remain a growing, $4.2 billion institution with plans to further expand.
About this job
The Private Client Associate plays a vital role in delivering exceptional customer service and supporting day-to-day branch operations through basic banking services. This role serves as the primary point of contact for customers, building strong relationships through professional, attentive interactions while accurately processing financial transactions.
- Uphold the bank’s boutique, business-professional culture by engaging with clients in a polished, courteous, and attentive manner, ensuring a refined customer experience that aligns with our high-end service expectations.
- Provide exceptional customer service.
- Actively listens to customer needs and inquiries, providing clear, concise, and accurate information.
- Proactively identify opportunities to cross-sell or refer appropriate banking products and services.
- Address basic customer concerns and resolve minor issues independently, escalating complex situations to a manager when necessary.
- Maintain a professional and friendly demeanor in all interactions, ensuring a positive customer experience.
- Efficiently and accurately process a wide range of financial transactions.
- Aid in branch opening and closing procedures including securing cash and official documents.
- Onboard deposit accounts.
- Manage and balance a cash drawer with precision, adhering to all cash handling policies and procedures.
- Adhere strictly to all bank policies, procedures, and federal/state banking regulations (e.g., BSA/AML privacy laws, Regulation CC).
Qualifications for Success
- High School Diploma or GED equivalent.
- Strong interpersonal and communication skills, (verbal and written), with the ability to clearly articulate information.
- A strong customer-focused attitude and a genuine desire to assist others.
- Ability to manage multiple tasks simultaneously.
- High level of integrity, trustworthiness, and discretion with sensitive information.
- Ability to work flexible hours, including some Saturdays, as required by branch operations.
- Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.
Required Qualifications
- High School Diploma or GED equivalent.
- Strong interpersonal and communication skills, (verbal and written), with the ability to clearly articulate information.
- A strong customer-focused attitude and a genuine desire to assist others.
- Ability to manage multiple tasks simultaneously.
- High level of integrity, trustworthiness, and discretion with sensitive information.
- Ability to work flexible hours, including some Saturdays, as required by branch operations.
- Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.
Preferred Qualifications
- Basic understanding of financial concepts and personal banking.
- Experience with Jack Henry core processor (Silverlake, Synergy, 4Sight, Xperience, and Onboard).
Benefits
- Competitive Salary
- Personal paid time off, as eligible and paid holidays
- 401K and Employee Stock Option Plan, as eligible
- Generous medical, dental, vision, life and disability insurance
- Fitness reimbursement
- Learning, development and growth opportunities