Associate Private Banker

Hanoverparkbank

Not specified
Fulfilment of credit applications
Manage portfolio workflow
On boarding new clients
Hanoverparkbank is seeking an Associate Private Banker to support Private Bankers by fulfilling loan applications, maintaining client records, and providing exceptional customer service to high net worth individuals. The ideal candidate should possess strong customer service experience within a banking environment and have a solid understanding of consumer and commercial products

Job Summary

  • Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals.
  • Core duties include fulfilment of loan applications, coordination of client loan facilities, money market transactions, and maintaining client records.
  • To be successful you will have demonstrated customer service experience from within a banking/lending environment.

Matching Summary

Match Score: 75

Hanoverparkbank is seeking an Associate Private Banker to support Private Bankers by fulfilling loan applications, maintaining client records, and providing exceptional customer service to high net worth individuals. The ideal candidate should possess strong customer service experience within a banking environment and have a solid understanding of consumer and commercial products.

Skills & Requirements

Must-have

  • Fulfilment of credit applications
  • Manage portfolio workflow
  • On boarding new clients
  • Process maintenance transactions
  • Data integrity and cleansing
  • Support Private Bankers with reporting

Nice-to-have

  • Passionate about customer service
  • Pro-active review of service
  • Proactively educate clients on digital capabilities
  • Build and maintain strong relationships

Key Requirements

  • Demonstrated customer service experience in banking/lending
  • Consumer or Commercial product knowledge
  • Strong understanding of CommSee system
  • Excellent communication skills
  • Excellent planning and organization skills
  • Strong attention to detail and accuracy
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter