New Job Private Banking Assistant In Iowa

Job Brief

Provide administrative support to the officers of the Private Banking Department. Provide prompt, efficient service and assistance to all clients in the department.

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey.

Primary Functions and/or Responsibilities:

• Prepare letters, memorandums, reports and credit/debit items.
• Process payments, advances, and wire transfer requests, etc.
• Provide quality customer service on telephone and to clients visiting the bank.
• Assist officers in opening new accounts, ordering credit bureaus, preparing loan papers and sending loan files to Corporate for boarding onto the system
• Cross-sell additional consumer services to new and existing clients (i.e. Business Internet Banking, Personal On-Line Banking and Electronic Statements). Assist customers with setup.
• Assist with special events, presentations and meetings. (As Needed)
• Schedule client/prospect calls, meetings and prepare necessary marketing materials.
• Assist the lending officers on clean up of loan documentation exceptions, request financial statements when due and assist in the insurance monitoring of credit relationships.
• Assist with monthly reports when requested.
• Answering phones, researching and resolving customer problems.
• Process foreign currency orders when needed.

Education and/or Experience:

• High School diploma/GED
• Banking experience would be helpful, as well as comprehension of commercial and real estate lending.

Specific Skills, Knowledge & Abilities:

• Exceptional administrative/clerical skills
• Good judgment
• Work well under pressure.
• PC knowledge, Word, Excel and PowerPoint.
• Basic bookkeeping skills extremely helpful.
• Confidentiality is a must.

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”