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Location

Livermore, CA | United States

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Job description

Private Banking Representative
Direct Hire
Salary: $63,000.00
CA - Livermore
The Private Banking Representative will be responsible for adhering to established Bank and department standards. These responsibilities include:
•Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standards
•Assist clients with new products and services
•Open new accounts
•Internal and external inquiries and research requests
•Process client transactions including deposits, transfers and wire transfers
•Daily client contact - overdraft report, check and wire verification, return deposited items, etc.
•Verification of Deposit/Credit rating requests
•Client supply orders (checks, deposit slips, endorsement stamps, etc.)
•Cross sell additional Bank products and services
•Assigned daily and monthly tasks and duties
•Coordinate and participate in Department meetings
•Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
•Support Bank Associates with setup of all additional product and services as required
•Account Maintenance, (client contact and follow-up)
•Support Bank Senior Management as required
•Prepare and process account change requests
•Update client records (system information, electronic and paper files to ensure file accuracy and completeness)
•Complete Department supply orders
•Specific assigned monthly tasks (Monthly Recon, Certifications, client report management, CDARS, etc.)
•Client site travel as required (new accounts, transactions, maintenance)
•Adhere to established Department standards and guidelines
•Client and Bank event assistance as needed
•Escalation of client concerns as appropriate
Minimum Qualifications
•1-3 years in branch banking experience including corporate/business accounts, cash/treasury management, online banking, remote deposit capture, small business bill pay, and wire transfer experience
•Ability to handle escalation, recommending and opening new business accounts
•High level client service skills
•Experience solving customer problems and working with high touch customers
•Professional communication skills
•Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
•Have or acquire Signing Authority
•Strong time management and organizational skills required
•Excellent verbal and written communication skills
•High School Diploma/GED or equivalent

AppleOne is proud to be an Equal Opportunity Employer. We believe in people, and we are committed to working with people of all backgrounds and connecting them with clients and companies who share our goals of diversity and inclusiveness. All qualified applicants will receive consideration for employment without regard to race, religion, ancestry, color, national origin, age, gender identity or expression, genetic information, marital status, medical condition, disability, protected veteran status, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable federal, state, or local laws..

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The pay transparency policy is available here:

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

Additional Skills

(none specified)

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Job tags

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Salary