The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions
Job Summary
The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
Core duties include fulfilment of loan applications (consumer and commercial) for Private Bank, the coordination of all matters relating to the establishment and ongoing maintenance of client loan facilities, money market transactions such as completing rollovers for both borrowing and investment bills, and maintaining client records amongst other customer services duties and lending enablement support.
To be successful you will be passionate about customer service, ensuring a superior overall level of service is delivered to your valued clients.
Matching Summary
The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
Skills & Requirements
Must-have
Fulfilment of loan applications
Coordination of client loan facilities
Money market transactions
Maintaining client records
Customer service duties
Credit application fulfilment
Portfolio workflow management
Nice-to-have
Achieve best possible outcome
Superior research capabilities
Innovative investment opportunities
Positive lift in NPS results
Pro-active review of service
Key Requirements
Demonstrated customer service experience in banking/lending