Private Banking Administrator

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JOB FUNCTION / SUMMARY:

Works closely with Private Banker(s) to provide excellent customer service to Private Banking customers while contributing to the overall goals and objectives of Private Banking; Assists Private Banker(s) with maintaining customer relationships and portfolios by performing the following duties.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Provides quality customer service while handling transaction requests, inquiries and maintenance on accounts; open new deposit accounts
• Builds rapport and become primary customer service contact for clients
• Recognizes sales opportunities and cross-sell bank products and services to customers utilizing various sales tools and resources (including but not limited to: household lists and lead generation reports)
• Prepares and submits complete loan packages to CCU and SBCU
• Updates banker on the status of loan as it moves through the approval process
• Reviews loan documentation prepared by another area and schedules loan closings with customers
• Assists officer in getting updated financial information and forwarding information to the credit file
• Engages attorneys to handle loan closings as necessary; works closely with attorneys and staff ensure loan documentation is correct
• Coordinates with DAC to order appraisals, title commitments, hazard and flood insurance, payoffs as needed, etc. and verify receipt by DAC on a daily basis or as needed
• Attends loan closings as needed
• Reviews signed loan documents before forwarding to booking
• Assist banker with compiling information for certified financial plans and works as a liaison between the banker and the planning team.
• Pulls monthly reports to assist officer in managing risk with loan and deposit portfolio by closely monitoring overdrafts, delinquencies, future maturities, and past dues
• Pulls monthly exception report to keep exceptions below standards and sends information to proper area to be cleared
• Assists officer with other duties as needed
• Attend bi-weekly Private Banking Conference calls and other meeting as needed

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

• High school diploma required; College degree preferred or 3-5 years related experience and/or training in banking; or equivalent combination of education and experience in a related field
• Ability to learn or knowledge of Microsoft Office products including Microsoft Word, Excel, Access and Powerpoint; Ability to learn or knowledge of Outlook email program
• Certificates, Licenses, Registrations
• This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment you will be required to either register on NMLS or re-register and move your previous registration. Your continued employment in this position is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter. In addition, information obtained during the registration process may impact your employment..
• Although not required to satisfactorily perform this job at this time, willingness to acquire Series 7- General Securities; Life and health license in state where business is conducted as opportunity arises

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

• Ability to work under stress and meet deadlines
• Ability to operate related equipment to perform the essential job functions
• Ability to read and interpret a document if required to perform the essential job functions
• Ability to travel if required to perform the essential job functions
• Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.