Private Client Services Representative - On-site

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Regular Full-Time TX
- Park Cities, Dallas, TX, US

5 days ago Requisition

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets:
Iowa, Nebraska and Texas.

As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus.

JOB SUMMARY

This position is responsible for providing operational and service support for the Private Client Services team. This role supports client service delivery by executing transactional work, facilitating service requests, and ensuring client-authorized activity is processed accurately, timely, and in full.

ESSENTIAL FUNCTIONS

Private Client Services Support & Execution (40%)

• Executes and facilitates client service requests in support of Private Client Services team members.
• Supports and facilitates movement of client-authorized requests between clients, relationship managers, and internal operational teams.
• Initiates and processes transactions for deposit and loan accounts.
• Facilitates fiduciary-related transactions in accordance with documented authority and established Private Client Services processes under the guidance of fiduciary team members.
• Collects, reviews, and routes documentation to validate authority, ownership, and account instructions.
• Provides factual, non-advisory updates on transaction status, timelines, and requirements.
• Provides account opening assistance with documentation gathering, form processing, and submission of new private client accounts.
• Partners with internal teams and clients to help facilitate private banking loans, including documentation gathering and additional due diligence as appropriate to ensure smooth handoffs between Wealth Management, Private Client Services, and Private Bank Lending.

Transaction Processing & Account Servicing (25%)

• Opens and maintains FDIC-insured deposit accounts, including checking, savings, money market, and certificates of deposit.
• Executes routine and complex client-authorized account servicing activities, including deposits, withdrawals, transfers, ACH, and wire initiation.
• Responds to client inquiries related to transaction status, processing timelines, and service requests using factual, non-advisory information only.
• Supports safe deposit box opening and maintenance.
• Ensures all transactions are completed in accordance with client authorization, documented authority, and bank policy.
• Facilitates client-authorized service requests, including movement of funds between managed accounts, deposit accounts, and approved third parties.
• Coordinates documentation and processing for fiduciary, trust, and managed account activity in accordance with governing documents and internal procedures.
• Provides factual, non-advisory information to clients that does not include any recommendations, opinions, or investment-related commentary; routes advisory-related inquiries to appropriate Private Client Services relationship managers
• Provides in-branch support for walk-in…