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Private Bank Associate
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Full-time
- Actively support Client Teams in delivering consistently high-quality banking credit, trust, fiduciary, and/or investment services to Private Bank clients
- wire processing, business and credit card applications, foreign currency orders, credit and lending
- Coordinate with specialists including Trust, Family Office, Investments and Custody officers as well as centralized service centers to deliver an integrated service to the client and identify and resolve issues in an effective and timely manner
- Initiate and monitor client onboarding including account opening and asset transfer; handle client inquiries related to the on-boarding process; KYC refresh and ongoing requests, digital engagement and fulfillment
- Manage and execute client transactions with respect to business and individual Bank, credit, and investment products (may be performed by service center at PBA’s request based on transaction type).
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