Private Banking Representative

Private Banking Representative - Livermore CA
This Jobot Job is hosted by: Brett Tolmie
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Salary: $60,000 - $65,000 per year

A bit about us:

Our client is a very well-established and one of the oldest and locally owned banks in the Bay Area. They were founded over 50 years ago and they offer a wide range of services including personal and business banking, SBA, construction, multifamily, lines of credit and commercial loans. They also handle trust services, estate planning, retirement planning and wealth management.
With over 20 branches and 800+ employees, they continue to grow their business. Aside from generous compensation and benefits packages, they also offer tremendous stability and growth potential.
Currently, they are looking to add an additional Underwriter to the team who will be responsible for reviewing, conditioning, analyzing and issuing decisions on mortgage loans originated from the Retail Channel. The Underwriter determines and assesses borrower's creditworthiness and risk with sound analytics supported by file documentation .

Why join us?

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Job Details

Currently they are looking to add another Private Banking Representative to their team out of the Livermore office and this will be a full-time permanent role.
Responsibilities:

• Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standards
• Assist clients with new products and services
• Open new accounts
• Internal and external inquiries and research requests
• Process client transactions including deposits, transfers and wire transfers
• Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
• Verification of Deposit/Credit rating requests
• Client supply orders (checks, deposit slips, endorsement stamps, etc.)
• Cross sell additional Bank products and services
• Assigned daily and monthly tasks and duties
• Coordinate and participate in Department meetings
• Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
• Support Bank Associates with setup of all additional product and services as required
• Account Maintenance, (client contact and follow-up)
• Support Fremont Bank Senior Management as required
• Prepare and process account change requests
• Complete Department supply orders
• Client site travel as required (new accounts, transactions, maintenance)
• Adhere to established Department standards and guidelines
• Client and Bank event assistance as needed
• Escalation of client concerns as appropriate

Requirements:

• 1+ years in branch banking experience including corporate/business accounts, cash/treasury management, online banking, remote deposit capture, small business bill pay, and wire transfer.
• Ability to handle escalation, recommending and opening new business accounts
• High level client service skills
• Experience solving customer problems and working with high touch customers
• Professional communication skills
• Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
• Have or acquire Signing Authority
• Strong time management and organizational skills required

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.