Banking Relationship Advisor

Job Description:

• The Private Bank Relationship Advisor assists our client-facing team members by gathering and screening account documentation for deposits, trusts, and/or loans as part of the onboarding process.
• They also provide daily service support and troubleshooting, including but not limited to responding to client requests for account maintenance, gathering/tracking of client documentation, processing requests for money movement and timely follow up on a wide variety of internal/external client requests.
• The Private Bank Relationship Advisor is a critical member of the service and support team to ensure we fulfill the financial needs of our Private Bank clients.

Job Type: Full-time

Salary: $25.00 - $27.00 per hour

Expected hours: 40 per week

Experience level:

• 5 years
• 6 years
• 7 years
• 8 years
• 9 years

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Banking: 5 years (Required)
• Account management: 1 year (Required)

Work Location: Remote