Enterprise Account Executive driving revenue growth in SaaS platform at Board Intelligence. Building pipeline and closing deals within existing Enterprise customers in a hybrid workplace.
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
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Experience level
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