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Private Banking Sr. Client Service Associate

Job Description

Division: Investment Advisors
FlsaStatus: Non-Exempt
EmploymentType: Regular
Supports the Private Banker and interacts directly with the client to meet their basic banking needs. Builds effective relationships with Private Banking team to enhance the client experience.

* Works under the guidance of the Private Banker, WMA, and other specialists to ensure the Private Banking client experience is delivered.
* In conjunction with the Private Banker and/or WMA, ensures service standards and metrics are met based on client banking needs.
* Takes ownership for resolving client banking issues and notifies Private Banker of status /resolution; can handle more complex issues.
* Assists Private Bankers in the administration of their client relationships.
* May often act as a primary point of contact for the administrative needs of our Private Banking clients.
* Identifies opportunities and cross-sells basic banking products and services to their assigned clients.
* Participates in the Life360 Process as requested.
* Delivers high level of service while maintaining bank integrity, and abiding by both corporate and industry regulations.
* Follows documented banking procedures.
* Effectively works with internal business partners (e.g., call center, funding desk, consumer underwriting, etc.).
* This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site ( provides the MU4R questions and registration required foremployment in this position.


Job Requirements


Job Snapshot

Post Date 7/17/2014
Location Cincinnati, OH
Employment Type Full-Time
Job Type Banking
Education Not Specified
Experience Not Specified
Manages Others Not Specified
Industry Other Great Industries
Required Travel Not Specified
Job ID 141541
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