Private Client Deposit Specialist

Private Client Deposit Specialist

This position will provide extraordinary customer service to the Private Bankers and clients within the Private Banking group. Responsibilities will include opening deposit accounts, managing deposit activities, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following:

• Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations.
• Managing the account opening process, on-line banking setup, clearing deposit account exceptions, ordering all requested items, client follow-up as needed, and ensure new account deposits are received. Pro-actively recommend additional products and services as needed.
• Deposit account maintenance such as; adding/removing signers, address changes, phone number updates, officer change forms, on-line banking, etc.
• Responding to inquiries, questions, and research related to deposit accounts. This includes but not limited to; debit cards, checks, disputes, fraud, copies of statements, stop payments, and deposit holds.
• Processing all deposit wire and transfer requests.

Position Requirements:

• Minimum of two years of prior experience in a retail banking environment
• Respond to customer inquiries and concerns and create positive solutions
• Support other employees as needed
• When communicating with clients, greet and facility a welcoming and customer-focus environment
• Proficient knowledge of bank services and products
• Excellent client-service skills, including oral and written communication
• Entrepreneurial, ownership-oriented mindset
• Careful attention to detail and strong organizational skills
• Ability to work effectively as a team member and with customers
• Strong analytical and problem solving skills and the ability to derive innovative solutions
• Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers
• Strong work ethic and high integrity
• Strong computer skills
• Friendly, outgoing, assertive, confident, and enthusiastic personality

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.