Guaranty Bank · 13 hours ago
Private Banking Representative
Springfield, MO
Full-time
Onsite
Entry Level
1+ years expGuaranty Bank is seeking a Private Banking Representative to support their Private Banking team in maximizing client relationships. The role involves providing professional service, managing client communications, and assisting with various banking operations and account management tasks.
BankingFinanceFinancial Services
Responsibilities
Provide administrative and client support to the Private Banking team that includes correspondence with clients through phone calls and email
Perform routine account requests including, but not limited to, check orders, disputes, transfers, deposits, withdrawals, and processing of HSA and IRA paperwork
Open and revise accounts and obtain required documentation
Cross-sell bank products and services including referring customers to appropriate personnel and scheduling appointments for officers
Process routine loan requests by making payments on behalf of the clients and submitting maintenance & documents to loan operations
Ensure accurate and timely resolution of all routine account and loan operational problems and keeps officers informed of items related to their portfolios
Perform customer research to resolve discrepancies
May schedule and plan team meetings, including team agendas
Manage special projects including maintaining policy and procedure documentation
May coordinate with Marketing team to construct marketing items, maintaining shared electronic files and databases, relationship reviews and proposal preparation
Assist in the creation and verification of various reports; gather information and compile data
Create external external correspondence for clients and internal communications
Conduct business development research, system queries and prospect list management
Serve as a backup to the Senior Vice President of Private Banking by processing loan requests and files
Maintain thorough knowledge of consumer banking products and services, department systems and technology
Consistently invest in building and growing key relationships when working with clients and other team members
Comply with all company or regulatory policies, procedures and requirements that are applicable to this position
Foster and preserve a culture of diversity, equity, and inclusion
Additional duties and responsibilities may be required to support the company’s mission, vision and values
Qualification
Required
High school diploma or equivalent
Minimum of 1 year in banking, customer service or administrative experience
Strong interpersonal and written communication skills
Strong analytical and problem-solving capabilities
Capability to manage multiple tasks and meet deadlines while ensuring operational excellence
Capability to manage sensitive information and uphold confidentiality
Capability to utilize various banking software and Microsoft 365 products, with a high level of accuracy and attention to detail
Company
Guaranty Bank
Guaranty Bank is a local full-service bank, which strives to have a positive impact through volunteerism, philanthropy, and a responsible approach to financial services.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$20M2020-08-12Post Ipo Debt· $20M
1997-12-31IPO
Leadership Team
Shaun A. Burke
President
Recent News
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2025-07-24
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2025-07-15
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