Job Description
*PRIVATE BANKING OFFICER III*
WHAT IS THE OPPORTUNITY?
Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
* Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process de...
WHAT IS THE OPPORTUNITY?
Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility. Resolves client inquiries/complaints and identifies cross-selI opportunities by assessing deposit portfolio and client needs. Works directly with clients in all areas of deposit operations (e.g., wires, new deposit accounts, checking and savings account activity, CDs, loan payments and advances, etc.). Provides clients with accurate, timely and extensive information to ensure quality service and client retention. Oversees the risk associated with the operational aspects of client servicing and transaction processing for the portfolio supported.
WHAT WILL YOU DO?
* Risk Management/Compliance
* Within authority, perform deposit operations-related activities within the department. Review and process deposits. Approve checks for cashing. Process de...