Private Banking Assistant

Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking Monitor loan portfolios by tracking renewals, reviewing financial statements, and supporting asset quality management Process deposit and loan transactions, including account openings, wire transfers, stop payments, and other client service requests Partner with credit, legal, and customer care teams to resolve complex transactions and client issues Support Private Bankers with scheduling, reporting, client outreach, and presentation materials Ensure documentation and account activity meet compliance, risk management, and regulatory standards Operate in compliance with internal policies, applicable regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements Submit required information to meet registry requirements, obtain a unique identifier, and maintain S.A.F.E. Act registration requirements Requirements Associate’s degree in Business, Finance, Accounting, or related field, or equivalent experience 2+ years of banking, financial services, or administrative experience Experience supporting high net worth clients preferred Experience with loan and deposit documentation processes preferred Must submit required information to meet registry requirements Must obtain a unique identifier and maintain registration requirements as directed by the S.A.F.E. Act Thorough background check required for all new hires Compliance with internal policies, applicable laws, regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements Ability to directly represent own identity and experiences during recruiting and hiring Core Competencies Demonstrates expertise in loan processing, compliance with regulatory standards, and client service management, particularly for high net worth clients. Proficient in coordinating documentation and transactions while ensuring adherence to the Bank Secrecy Act and S.A.F.E. Act requirements. Highest-signal resume keywords Loan Processing Compliance Management Client Service Management Financial Statement Review Documentation Coordination ATS Optimization Keywords Hard Skills Loan Documentation Deposit Transactions Financial Services Application Submission Asset Quality Management Account Openings Wire Transfers Stop Payments Client Outreach Reporting Soft Skills Problem Solving Collaboration Communication Certifications & Qualifications S.A.F.E. Act Registration Industry Keywords Bank Secrecy Act Anti-Money Laundering Regulatory Compliance High Net Worth Clients Financial Statements #J-18808-Ljbffr