Personal Banker
TradeJobsWorkforce10087 New York, NY, USFull-time
Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment ... Show more
Private BankerEast West Bancorp • New York, NY, United States
Private Banker
East West Bancorp • New York, NY, United States
30+ days ago
Salary
$65,000.00 yearly
Job type
- Full-time
Job description
Private Banker
We are currently seeking a Private Banker. This position will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.
As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.
Responsibilities
- Assesses clients' financial situation by gathering information regarding investments, asset Assist clients with new products and services
- Open new accounts
- Internal and external inquiries and research requests
- Process client transactions including deposits, transfers, and wire transfers
- Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
- Verification of Deposit/Credit rating requests
- Client supply orders (checks, deposit slips, endorsement stamps, etc.)
- Cross sell additional Bank products and services
- Coordinate and participate in Department meetings
- Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
- Support Bank Associates with setup of all additional product and services as required
- Account Maintenance (client contact and follow-up)
- Prepare and process account change requests
- Client site travel as required (new accounts, transactions, maintenance)
- Adhere to established Department standards and guidelines
- Client and Bank event assistance as needed
- Performs other duties as assigned
Qualifications
- Bachelor or graduate degree in accounting, finance, business, or management
- 3+ years' experience in branch banking including corporate/business accounts
- Ability to handle escalations, cash management services, wire transfers and deposits
- Ability to recommend and open business new accounts
- High level client service skills
- Experience solving customer problems and working with high touch customers
- Professional communication skills
- Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
The base pay range for this position is USD $65,000.00/Yr. - USD $180,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
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Private Banker • New York, NY, United States
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