Private Banking Client Specialist

Job Overview:

This role is key in ensuring a seamless client experience across a range of financial services, including onboarding, loan processing, account maintenance, and compliance support. The ideal candidate will thrive in a fast-paced, client-centric environment and bring a strong understanding of both high-net-worth private banking and retail lending services.

• Serving as the primary operational liaison for a portfolio of high-net-worth clients.
• Providing administrative and client support to Private Banking Officers.
• Assisting with client onboarding, including gathering KYC documentation and account/loan setup.
• Processing financial transactions, including account transfers, wire transfers, loan disbursements, deposits, and investment instructions ensuring accuracy, regulatory compliance, and timely execution during both normal business hours and after-hours operations.
• Collaborating with Advisors, Commercial Banking, Treasury Management, Mortgage and Retail Banking teams to deliver integrated financial solutions and service.
• Support the Director of Private Banking and Consumer Lending with various strategic and operational projects.
• Analyzing and resolving complex client service matters by interpreting bank policies and procedures, recommending appropriate exceptions, solutions, and servicing strategies based on client needs while exercising sound judgment and independent decision-making.

• 2+ years of experience in banking
• Knowledge of banking products and consumer loan services
• Strong understanding of regulatory requirements and risk management practices.
• Exceptional organizational and multitasking skills
• Professional level written, verbal and attention to detail skills

• 2+ years of experience in banking in private banking, wealth management, or consumer lending.
• Bachelor's degree in a related field
• Proficiency in Microsoft Office Suite; experience with CRM and loan/banking systems.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.