Private Banking Assistant

Summary

Assist the Private Banking Officers to develop new VIP client relationships and handle day-to-day maintenance needs of current clients. This includes first point of contact for day-to-day customer service.

• Provide support for the Toledo Private Banking teams to enable account officers to focus on continued growth of the Toledo market.
• Work closely with Private Banking Team to allow Private Bankers to develop/market new VIP lending & deposit opportunities in the Ohio markets.
• Assist Private Banking Officers to ensure exceptional customer service and VIP experience.
• Help facilitate account funds transfers, line advances, loan payments, wire transfers, etc.
• Check DDA overdraft reports daily and notify the officer of any overdraft; review loan delinquency reports and quarterly loan review and matured note reports.
• Open new VIP accounts and assist with the onboarding of new relationships; update client files as necessary to ensure that the information is up-to-date.
• Assist Private Banking Officers in monitoring the loan portfolio and in retrieving required customer financial information.
• Develop a working knowledge of all private banking relationships to have the ability to serve as a Private Banker in the absence of the primary account officer.
• Comply with all aspects of the Bank Secrecy Act.
• Other duties as assigned.

• High School diploma;
  Business degree preferred.
• Minimum of 5 years banking experience preferred.
• Strong technical skills, including a basic understanding of accounting and financial statements.
• Knowledge of Microsoft Office, especially Excel, Word, PowerPoint & Outlook.
• A strong sales ability, strong interpersonal, written and verbal communication skills, and the ability to prioritize and handle multiple tasks are required.
• Ability to work in a team atmosphere and to interact and communicate with individuals at all levels.

Waterford Bank, N.A. is an Equal Opportunity and Affidavit Action Employer. The Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, marital status, amnesty, or status as covered veterans in accordance with applicable federal, state, and local laws.