Private Banking Representative
Livermore, CA
Full Time
Mid Level
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:
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
- 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
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