"Alerted.org

About the organization

A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement.

Position Overview

The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts.

Roles and Responsibilities

The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service.

Key Responsibilities:

+ Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards

+ Assist clients with new products and services

+ Open new accounts and recommend appropriate deposit account types

+ Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support

+ Research and respond to internal and external inquiries

+ Process a variety of client transactions, including deposits, transfers, and wire transfers

+ Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc.

+ Handle verification of deposit and credit rating requests

+ Manage client supply orders (checks, deposit slips, endorsement stamps, etc.)

+ Cross-sell additional banking products and services based on client needs

+ Complete assigned daily and monthly tasks

+ Participate in and help coordinate department meetings

+ Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols)

+ Support associates with the setup of additional products and services

+ Perform account maintenance, including client contact and follow-up

+ Prepare and process account change requests

+ Maintain accurate and up-to-date client records in both electronic systems and physical files

+ Complete department supply orders as needed

+ Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS)

+ Travel to client sites as needed for account setup, transactions, or maintenance

+ Assist with client and bank-sponsored events as required

+ Escalate client concerns appropriately and in a timely manner

Minimum Qualifications:

+ 1–3 years of banking experience; management experience preferred

+ Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers

+ Ability to recommend and open various types of deposit accounts

+ Proficient in Microsoft Office and comfortable in a Windows-based environment

+ Excellent verbal and written communication skills

+ Strong professional demeanor with the ability to communicate clearly and effectively

+ Highly motivated, disciplined, and self-driven

+ Demonstrated experience providing high-level service to clients, including high-net-worth individuals

+ Problem-solving skills and a customer-focused mindset

+ Ability to obtain signing authority

+ Knowledge of regulatory and audit requirements

+ High school diploma, GED, or equivalent required

Powered by JazzHR