About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: + Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards + Assist clients with new products and services + Open new accounts and recommend appropriate deposit account types + Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support + Research and respond to internal and external inquiries + Process a variety of client transactions, including deposits, transfers, and wire transfers + Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. + Handle verification of deposit and credit rating requests + Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) + Cross-sell additional banking products and services based on client needs + Complete assigned daily and monthly tasks + Participate in and help coordinate department meetings + Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) + Support associates with the setup of additional products and services + Perform account maintenance, including client contact and follow-up + Prepare and process account change requests + Maintain accurate and up-to-date client records in both electronic systems and physical files + Complete department supply orders as needed + Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) + Travel to client sites as needed for account setup, transactions, or maintenance + Assist with client and bank-sponsored events as required + Escalate client concerns appropriately and in a timely manner Minimum Qualifications: + 1–3 years of banking experience; management experience preferred + Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers + Ability to recommend and open various types of deposit accounts + Proficient in Microsoft Office and comfortable in a Windows-based environment + Excellent verbal and written communication skills + Strong professional demeanor with the ability to communicate clearly and effectively + Highly motivated, disciplined, and self-driven + Demonstrated experience providing high-level service to clients, including high-net-worth individuals + Problem-solving skills and a customer-focused mindset + Ability to obtain signing authority + Knowledge of regulatory and audit requirements + High school diploma, GED, or equivalent required   Powered by JazzHR