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Private Banking Coordinator

Yellow Cardinal Advisory Group - a First Financial Bank company

Last Updated: 6/25/24

Job Description

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)

Company Details