Responsible for assisting RM with day to day duties which may include a variety of analytical and customer service oriented tasks. The position represents a liaison between RM and Private Banking Officers, lending personnel and clients. Responsibilities include but not limited to preparing pre-approval letters, responding to client inquires, and identifying cross sell opportunities to the RM.
Support the loan process:
Provide excellent customer service:
Assist with special marketing projects:
Provide administrative support:
Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Key Skills, Knowledge, and Abilities:
Required: High School Diploma; Minimum 2 years of customer service experience with an emphasis on building customer relationships and providing excellent customer service.
Preferred: College degree.