This position will support the Private Banking group. Responsibilities will include opening deposit accounts, managing deposit activities, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following:
Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations.
Managing the account opening process, on-line banking setup, clearing deposit account exceptions, ordering all requested items, Client follow-up as needed, and ensure new account deposits are received. Pro-actively recommend additional products and services as needed.
Deposit account maintenance such as; adding/removing signers, address changes, phone number updates, officer change forms, on-line banking, etc.
Responding to inquiries, questions, and research related to deposit accounts. This includes but not limited to; debit cards, checks, disputes, fraud, copies of statements, stop payments, and deposit holds.
Processing all deposit wire and transfer requests.
Position Requirements:
Minimum of one year of prior retail banking experience
General knowledge of bank services and products
Excellent client-service skills, including oral and written communication
Entrepreneurial, ownership-oriented mindset
Careful attention to detail and strong organizational skills
Ability to work effectively as a team member and with customers
Strong analytical and problem solving skills and the ability to derive innovative solutions
Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers
Strong work ethic and high integrity
Strong computer skills
Friendly, outgoing, assertive, confident, and enthusiastic personality
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Banking
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