Eastern Bank · 3 months ago
Private Banking Service Specialist
195 Market St, Portsmouth, NH, 03801, US
Full-time
Onsite
Entry Level
1+ years expEastern Bank is a financial institution seeking a Private Banking Service Specialist to support the onboarding and servicing of clients in their Private Banking Division. The role involves providing operational and administrative support, ensuring exceptional client service, and collaborating with internal partners to meet client needs.
BankingFinanceFinancial Services
Responsibilities
Collaborates closely with Private Banking Relationship Managers and business partners from other divisions in cases of jointly managed relationships to deliver the operational and administrative side of an exceptional client servicing experience. This includes but is not limited to preparing new account documentation, account maintenance, research, transfers and wire processing
Communicates and collaborates directly with clients and relationship management related to requests received via the Private Banking inbox and/or the Private Banking phone lines
Leads coordination and operational portion of client onboarding to ensure exceptional introduction to the Private Banking client experience
Maintains operational excellence and meets all required regulatory and compliance guidelines/policy/procedure. This includes report monitoring, documentation review and where applicable, some internal audit prep on behalf of the Private Banking division
Meets all requirements in terms of bank operations and compliance. Participates in continuing education programs as requested
Other duties as assigned
Qualification
Required
High School Diploma or GED
Minimum 1-3 years of customer service and sales/business development experience with demonstrable success servicing clients and deepening relationships
Understanding of financial institution operating policies and procedures, banking regulations (state and federal) and public relations
Knowledge of the use of communications technology (e.g., MS Teams, Outlook)
Must have the ability to communicate information and ideas so others will understand
Must be able to exchange accurate information in these situations
Effective decision making and interpersonal skills
Strong organizational skills
Ability to interact with clients, partners, and team members in a professional and personable manner
Ability to follow established policies and procedures
Self-motivated with demonstrated aptitude and desire for achievement
Strong commitment to personal growth, learning, and success
Ability to work Monday through Friday and as needed based on client demands
Preferred
College degree
Prior banking experience
Customer-centric, relationship-focused 'growth' mindset and entrepreneurial experience
Understanding of business, mortgages, wealth management and lending services
Company
Eastern Bank
Eastern Bank is the largest independent, mutually owned bank in New England and the largest community bank in Massachusetts.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2023-09-19Acquired
Leadership Team
David Rosato
Chief Financial Officer
Quincy Miller
President/COO/Vice Chair
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