Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Associate - Private Banking COL

RadNet, Inc.

Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Henderson Rd., Columbus, OH . Market Columbus 37.5 Requirements Associates Degree and minimum of three years related work experience or Bachelor’s Degree in a related field required. Customer service experience required. Job Description SUMMARY: The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks. CUSTOMER SERVICE SKILLS Must have strong interpersonal and communication skills. Ability to handle difficult and sensitive business situations. Willingness to provide a level of service which will clearly differentiate us from our competitors. Ability to multi-task throughout the work day. INTERPERSONAL SKILLS Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills. Must be attentive to detail. Ability to interact professionally with Bank employees, business partners, customers and prospects. ESSENTIAL DUTIES AND RESPONSIBILITIES Handles all incoming requests for service for customers. Provides phone back-up when bankers are out on sales calls. Maintains familiarity with Private Banking product offerings. Inputs consumer and commercial loan requests. Assists with account origination process, specifically as it relates to loan documentation and booking through internal systems. Assists in the credit renewal process, including monitoring future maturities and line exception reports. Completes deposit account opening and closing process. Services client needs as it relates to loan and deposit account issues and electronic banking. Coordinates and prepares marketing and account review materials. OTHER REQUIREMENTS Ability to acquire knowledge of core lending and deposit products and systems. Must have ability to develop fundamental understanding of Bank services and operations. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Ability to calculate figures and amounts such as discounts, interest, percentages, ratios, returns and fractions. Ability to provide common sense understanding to carry out detailed written and verbal directions. Proficient in Microsoft Office products including Outlook, Word and PowerPoint. Ability to become proficient in various other systems. Ability to maintain confidentiality. Must possess strong organization and planning skills. Must be self-motivated. Excellent team player. Full-Time/Part-Time Full-time Area of Interest Wealth Management All Locations undefined Equal Employment Opportunity WesBanco is an Equal Opportunity, affirmative action employer. We endeavor to make this site accessible to any and all users. #J-18808-Ljbffr RadNet, Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Associate - Private Banking COL in Columbus, OH vacancy
  •  ...designated WesBanco location. Consideration for location will be Henderson Rd., Columbus, OH . Summary The Private Client Associate provides support services for Private Banking. Duties include business processing, customer service interactions, and bank operations tasks.... 
    Suggested
    Full time
    Work experience placement
    Work at office

    WesBanco

    Columbus, OH
    5 days ago
  •  ...Private Wealth Client Associate Columbus, Ohio To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position... 
    Suggested
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    3 days ago
  •  ...collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P. Morgan is the place for you! As a Senior Client Service Associate within the U.S. Private Bank at JPMorgan you will be responsible for maintaining, deepening and enriching... 
    Suggested
    Work at office

    J.P. Morgan

    Delaware, OH
    6 hours ago
  • If you are passionate about client experience and goals driven planning...  ...for you. As part of Consumer Banking, you will provide client...  ...support to the primary Private Client Advisor(s), within JPMorgan...  ...a Private Client Investment Associate within JPMorgan Wealth Management... 
    Suggested

    Fairygodboss

    Westerville, OH
    4 days ago
  •  ...RadNet, Inc. is seeking a full-time Private Client Associate in Columbus, OH. This position involves providing support services for Private Banking, managing customer service interactions, handling various banking operations tasks, and ensuring top-notch service that differentiates... 
    Suggested
    Full time

    RadNet

    Columbus, OH
    3 days ago
  •  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...  ...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Columbus, OH
    3 days ago
  •  ...this role. JOB DESCRIPTION As a Client Account Manager, you will act as a point...  ...and today we are a leader in investment banking, consumer and small business banking, commercial...  ...-leading investment management and private banking solutions. Asset Management provides... 
    Flexible hours

    J.P. Morgan

    Columbus, OH
    3 days ago
  • WesBanco is seeking a Private Client Associate in Columbus, Ohio. This full-time position requires providing essential support services for Private Banking, including customer interactions and various processing tasks. The ideal candidate will have strong interpersonal... 
    Full time

    WesBanco

    Columbus, OH
    5 days ago
  • Client Central - Product, Senior Associate Columbus, OH, United States Job Information Job Identification 210741432 Job Category Product Management Business Unit Consumer & Community Banking Posting Date 05/12/2026, 01:58 PM Locations 1111 Polaris Pkwy, Columbus,... 
    Full time
    Shift work

    JPMorgan Chase & Co.

    Columbus, OH
    3 days ago
  •  ...is seeking a Senior Marketing Strategy Associate in Columbus, Ohio, to drive growth through...  ...enablement strategies for the Consumer Bank. You will develop a sales enablement platform, enhancing the tools available to Private Client Bankers. This role demands a strong background... 

    JPMorgan Chase

    Columbus, OH
    1 day ago
  •  ...seeks a driven individual to enhance business growth by establishing relationships with small businesses, nonprofits, and private banking clients. The desired candidate should excel in consultative selling, customer service management, and possess strong interpersonal... 

    CFBank

    Columbus, OH
    4 days ago
  • Holiday Financial Services Corporation seeks dedicated Universal Associates to enhance client interactions by providing specialized banking experiences. As a Universal Associate, you will greet clients, engage in conversations, and offer tailored financial solutions. The... 

    Holiday Financial Services Corporation

    Westerville, OH
    5 days ago
  • FCBank in Westerville, Ohio, is looking for enthusiastic Universal Associates who engage clients warmly and provide tailored financial recommendations. This role emphasizes client satisfaction and requires a strong background in customer service. The ideal candidate will... 
    Work at office

    FCBank

    Westerville, OH
    1 day ago
  • $25 - $44 per hour

     ...companies, and institutions. This role is responsible for providing client service support to multiple Financial Advisors (FAs) and serves...  .... Responsibilities Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and... 
    Hourly pay
    Seasonal work
    Work from home
    Shift work
    Day shift

    Bank of America

    Columbus, OH
    2 days ago
  •  ...in investment and wealth management. Its clients include institutions, high-net-worth individuals...  ...products and services, brokerage and banking services including trusts and estates,...  ...industry-leading investment management and private banking solutions. Asset Management... 

    JPMorgan Chase & Co.

    Columbus, OH
    more than 2 months ago
  •  ...about creating memorable experiences for our clients and employees, making them feel welcomed,...  ...As a Virtual Banker II within Consumer Banking, you will represent our brand and culture...  .... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and... 

    Chase

    Columbus, OH
    4 days ago
  •  ...out there. We are a commercial bank that offers a boutique...  ...experience for personal banking clients. Our unique business model offers...  ...nonprofit organizations, and private banking clients, while...  ...shared successCFBank, National Association is an Equal Opportunity Employer... 

    CFBank

    Columbus, OH
    3 days ago
  •  ...Outbound Client Acquisition Associate At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships...  ...Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of... 
    Work at office

    Chase

    Westerville, OH
    5 days ago
  • $126.82k - $149.2k

     ...Private Wealth Management (PWM) Private Banking Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining...  ...relationships with high income/high net worth private banking clients. Provides advice, counsel, and high level customer... 
    Temporary work
    Work experience placement
    3 days per week

    U.S. Bank

    Columbus, OH
    5 days ago
  • $19 per hour

     ...if you have a background in customer service, retail sales, banking or finance, let's talk! Join the Financial Services team that...  ...increase. Responsibilities Fielding an average of 50-60 inbound private client calls per day from members, plan sponsors and brokers... 
    Weekly pay
    Work at office
    Remote work
    2 days per week

    Randstad

    Columbus, OH
    2 days ago
  •  ...Lending, and as necessary provide underwriting support for Private Client Services and Consumer Lending. Assist team in...  ...Assist Chief Credit Officer in managing the risk associated with the distribution of bank loans In conjunction with the Chief Credit Officer... 

    Farmers National Bank

    Columbus, OH
    1 day ago
  •  ...Responsibilities Represent public and private companies on sophisticated real estate transactions...  ...exceptional legal counsel with a client‑first approach. With deep industry knowledge...  ...a broad range of sectors, including Banking & Financial Services, Business, Education... 
    Local area

    Bricker Graydon Wyatt

    Columbus, OH
    5 days ago
  •  ...years’ experience representing public and private companies working on complex real estate...  ...delivering exceptional legal counsel with a client-first approach. With deep industry...  ...across a broad range of sectors, including Banking & Financial Services, Business, Education... 
    Work at office
    Local area
    Flexible hours

    Bricker Graydon Wyatt

    Columbus, OH
    5 days ago
  •  ...development finance, construction and Public-Private Partnerships (P3). Training in tax,...  ...delivering exceptional legal counsel with a client-first approach. With deep industry...  ...across a broad range of sectors, including Banking & Financial Services, Business, Education... 
    Local area

    Bricker Graydon Wyatt

    Columbus, OH
    2 days ago
  •  ...Product Specialist The Client Specialist is a sophisticated wealth expert that focuses...  ...will come from three primary sources: Bank-referred opportunities Existing wealth...  ...In partnership with wealth advisors and private client bankers, you will uncover opportunities... 

    Chase

    Columbus, OH
    2 days ago
  •  ...work in a team based, call center environment assisting clients and prospects with investment account service...  ...client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.  As a Client Service Leader within the J.P. Morgan... 
    Monday to Friday
    Shift work

    J.P. Morgan

    Westerville, OH
    17 days ago
  •  ...Wealth Management Advisor II Make banking a Fifth Third better We connect great...  ...coordinator to simplify complexity for Private Bank clients by challenging and collaborating with...  ...Ohio 43215 Fifth Third Bank, National Association is proud to have an engaged and inclusive... 
    Work experience placement
    Private practice
    Work at office

    Fifth Third Bancorp

    Columbus, OH
    3 days ago
  • JPMorgan Chase & Co. is hiring a Private Client Banker in Delaware, Ohio. This role involves managing banking relationships for affluent clients and exceeding their expectations through personalized service and expert financial advice. Your responsibilities will include... 

    JPMorgan Chase & Co.

    Delaware, OH
    1 day ago
  • Job Category: Client Management Job Description: You have a passion for taking care of our...  ..., manage a diverse portfolio of client banking relationships, and contribute to our commitment...  ...partnering with Specialists including Private Client Advisors, Private Client Bankers,... 
    Immediate start

    JPMorgan Chase

    Columbus, OH
    4 days ago
  • Key Private Bank in Columbus, Ohio seeks a Relationship Manager to serve high net worth clients as the primary advisor, coordinating with trust, investment and planning strategists to implement financial solutions. You will develop tailored strategies and present financial... 

    KeyBank

    Columbus, OH
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Associate - Private Banking COL. Be the first to apply!