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Bankers Trust Private Banking Assistant in Des Moines, Iowa

Private Banking Assistant

Location Des Moines, IA

# of openings 1

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Job Brief

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

  • Good judgment

  • Work well under pressure.

  • PC knowledge, Word, Excel and PowerPoint.

  • Basic bookkeeping skills extremely helpful.

  • Confidentiality is a must.