Director of Lending leading a high - performing lending team at Recognise Bank. Ensuring execution across underwriting standards and promoting sustainable growth in lending.
About the role
- Private Bank Sales Support Associate serving high-net-worth clients and supporting Private Bankers in a hybrid role. Managing client transactions, onboarding, and ensuring compliance with bank policies.
Responsibilities
- Serve as the main point of contact for clients
- Manage day to day client transactions, such as money movements, problem solving for complex client escalations, account maintenance, wire transfers
- Assist Private Bankers with administration tasks such as expense reports, calendar management, maintain reports/tracking, assist with managing books of business, and organizing client events
- Input data and collect documentation for loans at the direction of the Private Banker
- Work collaboratively with Senior Associates on team to resolve complex client related issues and escalations
- Manage new client onboarding process including all activities associate with account opening such as debit card, credit card, and online banking enrollment
- Maintain and update Salesforce for client activities
- Maintain client paperwork and electronic data files for all client relationships
- Understand the client’s overall business needs and help identify value-added services that Private Bank can provide
- Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
- Comply with all bank policy and procedure
- Perform account audits monthly
- Maintain high level of confidentiality with client information
- Accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking
- Conduct other duties as assigned
Requirements
- High school diploma or equivalent
- 2+ years of applicable retail experience with opening deposit and loan account OR a combination of education and experience that provides an equivalent background
- Ability to work M-F 8:30am- 5:30pm CT
- Ability to work in the office up to 3 days a week
- Great communicator with strong interpersonal skills
- Systems thinking and complex problem solving
- Attention to detail, yet ability to grasp big picture
- Highly organized and can effectively multi-task
- Understanding of financial services client service best practices
- Ability to balance a client experience mindset when managing and controlling business risks
- Ability to work independently, collaborating with others to accomplish client objectives
- Analytical problem solver with the ability to think creatively
- General knowledge of new account opening, client onboarding requirements and cash management
- Ability to organize and prioritize activities to ensure completion within established deadlines
- Exceptional written communication
- Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
- Strong proficiency in Salesforce CRM software
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Junior Sales Manager at WWK Versicherungen providing insurance and financial advisory services to clients. Serve as a competent contact person in insurance and prevention questions with a focus on customer satisfaction.
Junior Sales Manager at WWK advising clients on insurance and prevention topics. Engaging in modern digital solutions for client management while fostering a flexible working environment.
Sales Officer managing Nestlé's sales delivery in Chennai. Responsible for achieving sales targets and enhancing trade relationships in the assigned territory.
Sales Advisor for Meliá Orlando engaging customers to promote the Circle product and ensuring excellent service. Attending meetings daily and meeting sales KPIs within the tourism and hospitality industry.
Sales Manager managing corporate and government accounts for Meliá Hotels in Dubai. Focus on developing sales action plans and ensuring client satisfaction in the hospitality sector.
Sales Delegate responsible for managing pharmacy clients and achieving sales goals in Zaragoza. Collaborating with area manager for effective sales strategies and market analysis.
Sales Manager responsible for expanding B2B client base for sustainable interior design solutions. Collaborating with management and project teams to oversee customer interactions from inquiry to project completion.
Manager overseeing sales planning and analytics for Global Key Accounts at adidas. Delivering high - quality sales planning, forecasting, and business analytics across Southeast Asia.
Retail Sales Associate assisting management in day - to - day store operations and ensuring excellent service. Handling sales transactions and contributing to merchandise displays and product flow.