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Private Bank Associate / Trust
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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
- Works with Trust Officer(s), responsible for managing a book of fiduciary/trust relationships, to meet client needs and expectations
- Performs servicing and account maintenance activities, which are primarily trust/fiduciary-related that include PACE/Trust Web accounting transactions, deposits/transfers, etc.
- wire processing, business and credit card applications, foreign currency orders, credit and lending
- 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
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