Private Banking Associate - Cedar Rapids

Job Summary

The Private Banking Associate I provides administrative support to the officers of the Private Banking Department. This position also provides prompt, efficient service and assistance to all Private Banking clients. The PBA I possesses a beginning to working knowledge of subject matter & handles basic to moderately complex issues, escalating the more complex issues to the PBA II or PB Senior Associate.

• Prepares letters, memorandums, reports and credit/debit items.
• Processes payments, advances, and wire transfer requests.
• Assists officer in opening new accounts and preparing loan papers.
• Helps to research and resolve customer problems, and provides quality customer service via telephone, email and in person to both internal and external clients.
• Assists lending officers on clean‑up of documentation exceptions, requests financial statements when due and assists in the insurance monitoring of credit relationships.
• Processes foreign currency orders when needed.
• Performs other duties as assigned.

• High school diploma or GED preferred.
• At least one year of administrative experience required.
• Banking experience and a beginning understanding of commercial and real estate lending is helpful, but not required.

• Exceptional clerical skills.
• Possesses good judgment.
• Ability to work well under pressure.
• Basic bookkeeping skills extremely helpful.
• Confidentiality is a must.

Hiring Base Salary Range: $24.00 - $28.00 plus annual bonus. The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions.

• Group Health, Dental, and Vision Insurance.
• Generous Paid Time Off (PTO).
• Volunteer Time Off (VTO).
• 401(k) plan with lucrative company match.
• Tuition assistance.
• Company Paid Life Insurance.
• Paid Parental Leave.
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking – a suite of products and services with special benefits for employees.

Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

Equal employment opportunity, including veterans and individuals with disabilities.