Bankers Trust Private Banking Assistant in Des Moines, Iowa
Private Banking Assistant
Location Des Moines, IA
# of openings 1
Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1089)
Provide administrative support to the officers of the Private Banking Department. Provide prompt, efficient service and assistance to all clients in the department.
Primary Functions and/or Responsibilities:
Prepare letters, memorandums, reports and credit/debit items.
Process payments, advances, and wire transfer requests, etc.
Provide quality customer service on telephone and to clients visiting the bank.
Assist officers in opening new accounts, ordering credit bureaus, preparing loan papers and sending loan files to Corporate for boarding onto the system
Cross-sell additional consumer services to new and existing clients (i.e. Business Internet Banking, Personal On-Line Banking and Electronic Statements). Assist customers with setup.
Assist with special events, presentations and meetings. (As Needed)
Schedule client/prospect calls, meetings and prepare necessary marketing materials.
Assist the lending officers on clean up of loan documentation exceptions, request financial statements when due and assist in the insurance monitoring of credit relationships.
Assist with monthly reports when requested.
Answering phones, researching and resolving customer problems.
Process foreign currency orders when needed.
Education and/or Experience:
High School diploma/GED
Banking experience would be helpful, as well as comprehension of commercial and real estate lending.
Specific Skills, Knowledge & Abilities:
Exceptional administrative/clerical skills
Work well under pressure.
PC knowledge, Word, Excel and PowerPoint.
Basic bookkeeping skills extremely helpful.
Confidentiality is a must.
AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER
“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”