Private Banker Associate (San Francisco, CA)

Job description

As a Private Banker Associate , you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients. Primary responsibilities include: Qualifications, Education, Certifications and/or Other Professional Credentials - Provide ongoing exceptional client service for clients’ day-to-day needs via email, phone or in person. - Support the Preferred Banking team and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation for account openings and ongoing maintenance processes. - Partner with Preferred Banker to maintain client relationships and open new accounts. - Participat...