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Provides first line sales and service support for Private Banking Clients. Partners with one or more Private Bank Relationship Managers to support the sales process and deliver exceptional service model to high net worth clients.
Private Banking Service Specialist II is responsible for the day to day activities and interaction between the client and Company in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages.
Works directly with the client and/or relationship manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests. May advise clients on the best account options for their needs.
Makes routine decisions in the absence of an officer.
May attend client or prospect meetings, presentations and events with an officer or independently.
Responsible for processing consumer loan requests; prepares and submit overrules. Service Specialist II has more in depth understanding of product options, guidelines, pricing and credit policy. Closes loans as needed without banker present.
Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
Cross sells bank products and services including referring customers to appropriate personnel and scheduling appointments for bankers.
Assist relationship managers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, etc.
Service Specialist II is responsible for processing customer transaction requests (consumer and commercial). Additionally, will complete related audits and tasks (when applicable) such as: cashier's check audits, cash audits, ordering cash, alarm testing, key audits, etc.
Maintains up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Participate in identifying issues of concern and keeping department management informed as needed.
Other duties include answering telephones, filing and maintaining documentation.
High School Diploma
3 or more years banking experience
Will obtain notary license
Bachelor degree preferred
Microsoft Suite Proficient
Very strong interpersonal skills
Excellent in customer service, highly motivated, focused and goal oriented
Must have excellent written and verbal communication skills, including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow-up
Is able to work independently
Administrative support experience within financial service industry preferred