Private Banking Representative

Job Description

Job Description

About the organization

A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement.

Position Overview

The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts.

Roles and Responsibilities

The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service.

Key Responsibilities :

• Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards
• Assist clients with new products and services
• Open new accounts and recommend appropriate deposit account types
• Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support
• Research and respond to internal and external inquiries
• Process a variety of client transactions, including deposits, transfers, and wire transfers
• Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc.
• Handle verification of deposit and credit rating requests
• Manage client supply orders (checks, deposit slips, endorsement stamps, etc.)
• Cross-sell additional banking products and services based on client needs
• Complete assigned daily and monthly tasks
• Participate in and help coordinate department meetings
• Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols)
• Support associates with the setup of additional products and services
• Perform account maintenance, including client contact and follow-up
• Prepare and process account change requests
• Maintain accurate and up-to-date client records in both electronic systems and physical files
• Complete department supply orders as needed
• Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS)
• Travel to client sites as needed for account setup, transactions, or maintenance
• Assist with client and bank-sponsored events as required
• Escalate client concerns appropriately and in a timely manner

Minimum Qualifications :

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