Full Time | Onsite

Summary of Duties:

The primary responsibility of the Private Banking Administrative Assistant (“PAA”) is to support the Senior Vice President and Officers within the Private Banking department by providing comprehensive, tailored services to high-net-worth individuals; handling daily client requests; and executing transactions with existing clients while assisting in cultivating new prospects. The PAA is responsible for coordinating office services, client communications, and managing data distribution on a daily, weekly and monthly basis. This position is instrumental in ensuring a seamless, integrated client experience across all needs as they arise.

Core Responsibilities:

1. Provide daily, high-touch, personalized client support to ensure the timely processing of requests and transactions.
2. Build relationships and act as a trusted point of contact for the Private Banking client base.
3. Collaborate with Private Banking Officers and cross-functional departments (Retail, Deposit Operations, Loan Operations, Cash Management, etc.).

Essential Functions:

1. Serves as first point of contact for Private Banking clients.

• Greet, direct, and assist customers as needed.
• Answer incoming calls, record client contact information, and direct messages to appropriate staff members.
• Assist Private Banking clients with internal transfers, wire transfers, and resolution of client issues (ex. debit card issues).

2. Provides administrative support for the Private Banking Department Manager and Private Banking Officers including:

• Distributing and collecting mail and daily reports such as the Overdraft report and Past Due List.
• Assisting Officers with follow-up on overdrafts, late payments, and misapplied loan payments.
• Coordinate new account documentation for both personal and business accounts for Private Banking and Commercial customers.
• Compile, store, and retrieve management data on transactions and Private Banking activities, including acting as a liaison for the production and distribution of various Private Banking activity reports.
• Prepare monthly Private Banking team reports.
• Assist with loan draws and customer billings, as directed.

3. Assist other commercial lending teams as needed.
4. Assume additional responsibilities as directed by the Private Banking Manager.

• Associate’s degree or five (5) years of experience in a professional business environment.
• Ability to effectively manage multiple assignments of varying complexity using sound judgment and independent decision-making.
• High degree of professionalism while interacting with a diverse group of contacts, including clients, fellow employees, bank directors, and members of the professional community.
• Demonstrated ability to work independently as well as collaboratively in a team environment.
• High level of initiative, discretion, and confidentiality in all matters.
• Excellent verbal and written communication skills and strong customer service skills.
• Strong organizational skills.
• Basic math proficiency.
• Proficiency with technology and experience using Microsoft Office products, including Word, Excel, Outlook, PowerPoint, and Adobe.
• Familiarity with Navigator, Director, and Abrigo preferred.
• Knowledge of commercial lending and/or commercial real estate terminology and documentation strongly preferred.

Physical Demands and Work Environment

The physical demands described here are representative of those required to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Work is normally performed in a climate-controlled office environment. Noise levels are moderate and include typical office equipment (computers, telephones, etc.). No known environmental hazards are encountered during normal performance of duties. The role involves standing and walking for brief periods; however, most work is performed from a seated position. There is potential for eyestrain from reading detailed printouts and computer screens. The position requires finger dexterity and hand-eye coordination to operate keyboards at a moderate skill level. Deadlines, peak workloads, and occasional challenging customer interactions may increase stress levels. The employee is regularly required to talk or hear and frequently use hands or fingers. The employee may occasionally be required to stand, walk, reach, stoop, kneel, crouch, or climb. Vision requirements include close, distance, color, and peripheral vision, as well as the ability to adjust focus.