Private Banking Coordinator

Essential Functions/Responsibilities:

• Essential Functions/Responsibilities:

  · Provide high touch, high level service to High Net Worth clientele.

  · Provide assistance in opening new deposit accounts, wealth management accounts and finalizing loan documentation.

  · On-boarding new Private Banking clients

  · Drafting letters and emails to clients and other internal/external service providers on behalf of clients

  · Prompt response to and independent resolution of client requests and issues as they arise.

  · Filing and other clerical tasks necessary to maintain a clean and orderly office.

  · Completing various tasks within the applicable systems as supervised / directed by the Private Banker or supervisor.

  
  

  Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job:

  · 2-4 years of experience in a professional office environment working with High Net Worth clientele

  · High School diploma

  
  

  · Proficient in Microsoft Office Suite of applications (Word, Excel, PowerPoint, Outlook)

  · Intermediate to advanced understanding of multiple banking products/solutions (home equity, line of credit, etc).

  · Ability to prioritize tasks amongst multiple officers.

  · Aptitude to learn new systems and processes quickly.

  · Exceptional ability to communicate professionally in both verbal and written form with high-net-worth clientele of the bank.

  · Resourceful self-starter who can work with remote bankers/officers efficiently and with limited direction

  · Ability to work with team members across the bank and within the wealth management division (high level of collaboration required)