What are the responsibilities and job description for the Senior Private Banking Associate position at Sunflower Bank NA?
Description
Senior Private Banking Associate
Greenwood Village, CO or any of our Colorado offices
Salary: 80-85k benefits, PTO, and company perks!
MUST HAVE: Current or Prior banking exp, in retail/commercial/business
MUST HAVE: Strong interpersonal, organizational, written, oral communications skills.
MUST HAVE: Attention to detail and the ability to prioritize and collaborate with team members.
HUGE PLUS: New Account opening and/or loan processing experience
Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of Senior Private Banking Associate at Greenwood Village, CO or any of our Colorado bank locations.
The Senior Private Banking Associate provides support to Private Bankers across multiple regions with tasks related to client experience and system entry. Senior Private Banking Associates interact with clients directly to provide service including identification of opportunities to service clients with additional products and services. This position is collaborative in nature assisting other Sunflower divisions with their client’s banking needs. Senior Private Banking Associates frequently introduce clients (refer) clients to other Sunflower divisions when appropriate.
- Work with the Private Bankers, WMAs, and other specialists across multiple assigned regions to ensure the optimal private banking client experience.
- Provide best in class “relationship” based client experience.
- Consistent communication with assigned Private Bankers providing updates as to work load and client interactions including client problems and/or opportunities to grow relationship.
- Outstanding knowledge of and compliant operation related to Sunflower policy
- Act as a primary point of contact for the administrative needs of our Private Banking clients.
- Identify opportunities and cross-sell basic banking products and services to assigned clients.
- Deliver high-level service while maintaining bank integrity, and abiding by both bank and industry regulations.
- Ability to Multi-task maintaining accurate and timely completion of tasks.
- Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company.
Education/Experience Preferred:
- Associate Degree or Bachelor’s Degree preferred.
- Minimum of 5 years’ successful banking/client service experience in retail, commercial, business, private banking, and/or client services industry.
- Must possess experience operating in an environment that stresses both individual accountability and team-based performance.
- Demonstrate ability to operate with strict adherence to policy and procedural guidelines.
- Ability to complete tasks on time while maintaining a high degree of accuracy.
- Ability to collaborate with other internal partners to enhance the client experience.
- Strong interpersonal, organizational, written, and oral communication skills.
- Adapt quickly in dealing with an ever-changing banking environment.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits employees enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
Plus many more employee perks & incentives!
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
