• Preferred Banker Associate

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  • Overview

    The Preferred Banker Associate position is responsible for assisting the Preferred Banking team and Relationship Managers in developing client relationships, transitioning them over to the Bank, and maintaining existing relationships using the full range of Bank’s deposit products and services. The position is expected to maintain a professional relationship to encourage and recognize opportunities for additional business from existing clients. The position is also expected to support the Preferred Bankers on documentation, new client follow-up, compliance logs and some administrative duties. The position will provide ongoing exceptional client service using ingenuity to solve problems or enhance the banking relationship. Knowledge of banking operations is highly suggested. Organization skills, ability to multi-task, computer proficiency and professional appearance are required.


    • Providing on-going exceptional client service on the phone and occasionally in person
    • Supporting the Preferred Banking team in day to day responsibilities
    • Assistance in obtaining and organizing all required documentation and filing
    • Maintaining new account logs, Eagle reports, Alco reports, client/product reports and transaction logs
    • Maintain customer relationships
    • Acquire knowledge of existing bank products, specifically the deposit side, but with a small focus on the Trust, Wealth Management and Loan products as well
    • Keep up to date with new Bank product offerings and services
    • Maintaining marketing and brochure supply for Preferred Bankers
    • Provide back-up support in Preferred Bankers absence
    • Opening of new accounts
    • May participate in business development calls with Relationship Managers and/or Preferred Bankers
    • Perform duties & responsibilities specific to department functions & activities
    • Performs other duties & responsibilities as required or assigned by supervisor
    • Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.
    • Adhering to Bank policies and procedures
    • Identifying and reporting suspicious activity to the AML Officer
    • Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank


    • College degree
    • 1-2 years experience in a professional services role
    • Excellent verbal and written communication skills
    • Strong time management and organziational skills
    • Collaborative team player


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