Private Banking Associate I, South Bend, IN

Job Category:Funds Management Requisition Number:PRIVA003379

Posting Details

- - Posted:October 14, 2024

• Full-Time

• On-site

• Locations Showing 1 location South Bend Main Office 100 N Michigan St South Bend, IN 46601, USA

Job Details

Description

POSITION SUMMARY Responsible for managing high net worth client relationships under the direction of a seasoned banker/relationship banker.

ESSENTIAL REQUIREMENTS

• Responsible for meeting the clients needs (ie., consumer banking related, lending, research, etc.) on a daily basis.
• Proactively makes phone calls to existing high net worth clients and provides consultative advice to enhance, grow and retain client relationships.
• Responsible for handling loan applications; including processing and proper documentation (ie., regulatory and compliance) for review by seasoned banker.
• Works in tandem with the seasoned banker/relationship manager in coordinating the loan closing for high net worth clientele.
• Opens new accounts, CDs, loans, cross-sells bank services in order to enhance, grow and retain client relationships.
• Completes monthly reports and maintains department records as requested.
• Completes all compliance training related to the position.
• Must understand all applicable laws and regulations that apply to the position and complies with the requirements.

NON-ESSENTIAL FUNCTIONS Performs all other duties as assigned.

EXPERIENCE/SKILLS

• Two (2) - four (4) year or more of banking experience preferred.
• Some lending knowledge in commercial and consumer lending preferred.
• Knowledge of operating systems (i.e., Decision Pro, Desktop, CBS, Nautlius) preferred.
• Good PC skills--proficiency in Microsoft Word and Excel essential.
• Professional and customer service oriented.
• Ability to work independently and has good time management skills.
• Ability to handle multiple tasks in a fast-paced environment.
• Ability to protect the confidentiality/privacy of others as appropriate, as well as of company documents and records.
• High degree of attention to detail and sense of urgency.
• Good written and verbal communication skills.

EDUCATION Bachelors Degree preferred.

TRAVEL REQUIREMENTS Ability to travel to all locations as needed for meetings, projects, training as needed.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.

EQUIPMENT MS Office PC, fax, phone and standard office equipment.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by th employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)