Business Development, Operations, Wealth Management
Assist Private Banking Department with onboarding new and servicing existing Private Banking clients.
Onboarding new Private Banking deposit Clients
Assist Private Banking Clients and Private Banking Department with establishing new accounts for existing Private Banking Clients
Assist Private Banking Department with ongoing client support which includes, but is not limited to:
Certificate of Deposit Renewals
Change of Address Requests
Stop Payment Requests
Provide Requested Account Statements
Provide Requested Check Copies
Wire Transfer Requests
Online Banking Troubleshooting Support
Keep Private Banking Department aware of all important client correspondence
Assist Treasury – Client Service Specialist with new/existing commercial Clients when needed
Scanning executed Client documents for retention
Other duties as assigned
KNOWLEDGE, SKILLS & ABILITIES
Excellent client services skills
Strong verbal and written communication skills
Strong organizational skills
TRAINING & EXPERIENCE
High school diploma or GED
3-5 years previous personal banking experience
Additional training/education helpful
Fiserv experience helpful
Internal Number: 2018 - 33
About First Bank of Highland Park
First Bank of Highland Park is a community bank committed to our Clients and the community at large. We have worked side-by-side with our Clients since 1955 combining practicality with creativity, while always remaining a consistent and steady financial partner in good and bad economies.
Our mission is to provide our Clients with exceptional service coupled with competitive rates and products without bureaucracy. We understand that banking today is more challenging than yesterday, but as a family business, we understand the advantage of being able to remain visionary and focused on the long term picture. Additionally, being independently owned and operated, allows us the authority and flexibility to make decisions quickly. That translates to exceptional service from experienced bankers and staff.
First Bank of Highland Park offers an exceptional benefits program and a highly competitive compensation package.
First Bank of Highland Park conducts credit and background checks on all candidates.
First Bank of Highland Park is an Equal Opportunity Employer: disability/veteran.
To Apply: Send email with attached resume to firstname.lastname@example.org. Please reference Job Code 2018 - 33.