Private Client Associate

Private Client Associate

Position Type Full Time Category Banking

Description

Working at The Bank of Missouri

At The Bank of Missouri we know it takes great people to support the communities we serve! We are passionate about caring for people and communities and know how to recognize and reward our employees for their talent and contributions. When you work at The Bank of Missouri, you not only get to help others, but you also get the resources, opportunities and support to grow your own career.

About our Company

Staying in business for more than 130 years is hard. Really hard. If you think about it, we've endured many events, like the Great Depression and two World Wars. We've survived and thrived, thanks to our great customers and communities. We were founded on core values of accountability, community service and financial conservatism. Those principles are the reason we are still in business today. Caring for people and communities is our foundation! We've built a reputation of being financially secure and community focused. We are an independent community bank and fully intend to stay that way. We are big enough to accommodate any financial need, yet small enough to give every customer the personal treatment they deserve.

Here are some of the great benefits you will enjoy as a member of our team:

• Competitive Salary
• Personal paid time off, as eligible
• 401K and Employee Stock Option Plan, as eligible
• Fitness reimbursement
• Learning, development and growth opportunities

About this job:

The Private Client Associate plays a vital role in delivering exceptional customer service and supporting day-to-day branch operations through basic banking services. This role serves as the primary point of contact for customers, building strong relationships through professional, attentive interactions while accurately processing financial transactions. The PCA is responsible for understanding customer needs, providing clear and reliable information, and proactively identifying opportunities to connect customers with products and services that support their financial goals.

In addition to transactional responsibilities, this role contributes to a positive and efficient branch environment by maintaining operational accuracy, ensuring compliance with bank policies and regulatory requirements, and supporting overall branch performance. The ideal candidate demonstrates strong communication skills, attention to detail, and a commitment to delivering a high-quality, relationship-focused customer experience.

The PCA position also plays a vital role in delivering exceptional customer service and providing basic banking services. This role serves as the primary point of contact for customers, building rapport, accurately processing financial requests, and proactively identifying opportunities to connect customers with solutions that meet their financial needs.

As a Private Client Associate you will:

• Uphold the bank's boutique, business-professional culture by engaging with clients in a polished, courteous, and attentive manner, ensuring a refined customer experience that aligns with our high-end service expectations.
• Provide exceptional customer service.
• Actively listens to customer needs and inquiries, providing clear, concise, and accurate information.
• Proactively identify opportunities to cross sell or refer appropriate banking products and services.
• Address basic customer concerns and resolve minor issues independently, escalating complex situations to a manager when necessary.
• Maintain a professional and friendly demeanor in all interactions, ensuring a positive customer experience.
• Efficiently and accurately process a wide range of financial transactions.
• Assist with branch opening and closing procedures including securing cash and official documents.
• Onboarding of deposit accounts
• Manage and balance a cash drawer with precision, adhering to all cash handling policies and procedures.
• Adhere strictly to all bank policies, procedures, and federal/state banking regulations (e.g., BSA/AML privacy laws, Regulation CC).

Qualifications for Success:

• Required Qualifications:
  • High School Diploma or GED equivalent.
  • Strong interpersonal and communication skills, (verbal and written) with the ability to clearly articulate information.
  • A strong customer-focused attitude and a genuine desire to assist others.
  • Ability to manage multiple tasks simultaneously.
  • High level of integrity, trustworthiness, and discretion with sensitive information.
  • Ability to work flexible hours, including some Saturdays, as required by branch operations.
  • Basic computer proficiency, including comfort with Microsoft Office Suite and ability to learn new banking software.
• Preferred Qualifications:
  • Basic understanding of financial concepts and personal banking.
  • Experience with Jack Henry core processor (Silverlake, Synergy, 4Sight, Xperience, and Onboard)

The Bank of Missouri is an Equal Opportunity Employer