Commercial - Private Banking Support Associate

Job description

SUMMARY: The primary goal of the Commercial -- PB Support Associate position is to support the sales and service excellence objectives of the New York Banking Operations. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. - Responds to telephone and e-mail service requests, inquiries or complaints from Private Banking clients. High volume of contact with sophisticated high net worth client base. - Opens new bank accounts (various types) in bank system, performs account maintenance, process check orders, processes account transactions and deposits received via mail. - Assists in the cross selling of bank products and services to the existing client base. - Pulls daily reports, including ODs, Significant Balance, and others as needed. - Receives and processes wire transfer instructions and functions as liaison with the Wire Room to facilitate wire transactions. - Prepares sales presentations, packages, and folders for sales team. - Ships and receives documentation, statements, and other client correspondence. - Composes a variety of client letters using appropriate and professional business language and handles incoming mai...