Banking Associate Resume Sample

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Jordi Kling
36026 Sigrid Centers,  Boston,  MA
+1 (555) 943 7844

Work Experience


Private Banking Associate
10/2016 - PRESENT
New York, NY
  • Commercial loan administrative or processing experience needed
  • Maintains and applies a thorough understanding of the bank’s credit policy and adheres to all RBG policies and procedures
  • Registers and obtains a unique identifier number from the Nationwide Mortgage Licensing System as a Mortgage Loan Originator as well as keeps the license in force by submitting updates when personal information changes and to complete the annual review of the license
  • Relevant client-facing experience in a Private Bank and/or investment firm
  • Strong credit, analytical and problem solving skills
  • Proven track record of effectively delivering seamless service to high-net-worth clients, firms and organizations across multiple product lines and/or departments of a financial institution
  • Demonstrated ability to exercise discretion and sound judgment in a wide variety of circumstances
  • In depth knowledge of bank products and services and basic understanding of trust and investments
  • Work effectively with and influence individuals and groups across the company to manage internal and external customer relationships and expectations to achieve results
Business Banking Associate
09/2009 - 07/2016
Boston, MA
  • Advanced personal computers skills and related software packages such as Microsoft Word, Excel and Access
  • Work effectively with Umpqua Investments’ Financial Advisors and Operations Personnel to ensure investment documentation for dual bank and UI customers is completed in a timely manner
  • Effectively act as liaison between dual employee Private Bankers and Umpqua Investments Financial Advisors to coordinate dual client data to ensure appropriate documentation of FINRA “Suitability” and “Know Your Customer” information
  • Understand enhanced fiduciary responsibilities as an access person and the requirement to follow Umpqua Investments’ Code of Ethics
  • Maintain all FINRA continuing education requirements and participate in Broker/Dealer training with respect to sales of Financial Products and related compliance procedures
  • Complete and sign dual employment agreement between Umpqua Bank and Umpqua Investments, Inc. Previous experience using Customer Relationship Management (CRM) tools and demonstrated ability to manage a team’s client management process (pipeline, contact planning, activity tracking, etc.)
  • Participate in the sale of financial Products through referrals
  • In-depth understanding of Bank and NDIP Anti-Tying and Anti-coercion rules and regulations
Banking Associate
05/2005 - 04/2009
Boston, MA
  • Assist loan officers in the underwriting and pre-closing activities of commercial loan requests by researching good standing of legal entities, researching UCC-1 filings of record, pulling credit reports on individuals, ordering real estate title work, real estate appraisals, and flood determinations
  • Process general ledger tickets for new and renewed loans. Ensure that loans are booked and coded correctly in the computer
  • Process loan payments, advances, late fees and other related items. Create and distribute various reports as needed
  • Prepare payoff request letters and processes the payoffs when received. Prepare Adverse Action letters and files
  • Maintain a working knowledge of all loan software. Assist management in ensuring that enhancements and changes are properly implemented
  • Act as the primary contact for customer inquiries on required tracking items, loan servicing, basic cash management, and customer service issues and questions
  • Prepare and coordinate audits
  • Assist with and/or complete loan closings for lenders

Education


University of Phoenix - Oregon Campus
2000 - 2004
Bachelor's Degree in Business

Professional Skills


  • 4) Establish and maintain effective contacts and teamwork with the High Net Worth sales and support staff, including, Specialists, Retail colleagues, Retail Back Office, and CIBC product groups
  • Projects a professional presence; proactively engages customers in complete conversations about their personal banking needs; listens actively to understand customer needs, clearly explains potential solutions and their benefit to the customer
  • Proven track record effectively managing competing priorities
  • Strong interpersonal skills, including the ability to build rapport and manage business relationships
  • Strong interpersonal skills, including the ability to build rapport and connections with customers
  • Demonstrated ability to master and retain new skills and concepts with ease
  • Proven relationship management skills and ability to articulate RBC’s value proposition

How to write Banking Associate Resume

Banking Associate role is responsible for interpersonal, english, software, microsoft, articulate, excel, reporting, retail, finance, credit.
To write great resume for banking associate job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Banking Associate Resume

The section contact information is important in your banking associate resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Banking Associate Resume

The section work experience is an essential part of your banking associate resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous banking associate responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular banking associate position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Banking Associate resume experience can include:

  • Be an existing, experienced Banking Associate with strong customer and communication skills
  • Strong technical skills (Excel, Word, Global Monitoring Solution, AFS, OCE, etc.)
  • Excellent communication skills to work with HNW clients on a daily basis
  • Proven commercial credit / risk assessment experience
  • Effectively deal with any client issues, concerns and/or problems promptly or, where necessary refer to others
  • Completion of internal BMO training program, including customer experience and conversation training

Education on a Banking Associate Resume

Make sure to make education a priority on your banking associate resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your banking associate experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Banking Associate Resume

When listing skills on your banking associate resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical banking associate skills:

  • Be an experienced Associate with strong customer and communication skills
  • Strong written communication skills in English
  • Strong written communication skills in both English
  • Strong written communication skills; fluent in Mandarin and English
  • Maintain oversight of workflow to effectively manage lending process
  • Exemplary communication (written and verbal), time management and organizational skills

List of Typical Experience For a Banking Associate Resume

1

Experience For Private Banking Associate Resume

  • Responsible for assisting and analyzing clients' credit needs and then making appropriate recommendations
  • Support the lender with customer inquiries on required tracking items, loan servicing, basic cash management, and customer service issues and questions
  • Daily matching of bank deposits to store’s POS file using a reconciliation system
  • Processes customer account requests including, but not limited to transfers between deposit accounts, wires, stop payments, and ATM limit/traveling requests
  • Answers department telephones as necessary, handling as many customer requests as possible without passing them on
  • Support multiple lenders responsible for handling a high volume of complex loans and/or relationships
  • Handle and understand a wide variety of loan types including but not limited to Government Guaranteed, LOC, Ag, Construction, etc
  • Support multiple lenders responsible for handling a moderate volume of complex loans and/or relationships
2

Experience For Business Banking Associate Resume

  • Segment portfolio through profitability and tiers to maximize efficiency in developing client relationships
  • Process transactions for new and renewed loans. Ensure that loans are booked and coded correctly in the computer
  • Prepare payoff request letters and process the payoffs when received. Prepare Adverse Action letters and files
  • Assist with the preparation and coordination of audits
  • Assist with and/or completes loan closings for lenders
3

Experience For Personal Banking Associate Resume

  • Assist loan officers in the pre-closing activities of commercial loan requests by researching good standing of legal entities, researching UCC-1 filings of record, pulling credit reports on individuals, ordering real estate title work, real estate appraisals, and flood determinations
  • Exposure to Senior Management, Senior Bankers and a wide array of product partners
  • Coordinate distribution process with Structured Products syndicate and Guggenheim’s dedicated Structured Products sales force
  • Arrange and attend client meetings with SBBM as required
  • Assist with sales related activities
  • Commence credit requests with SBBM
  • Work with SBBM to analyse and assess customer's risk profile
  • General account transactions and service requests
4

Experience For Private Banking Associate, Credit Resume

  • Action term deposit renewals; and
  • Allocate emails and follow up work requests
  • Ensure client confidentiality is maintained at customer service desk at all times and maintain area in a neat and orderly manner
  • Act as custodian of combinations
  • Maintain joint custody of engraved forms, etc
  • Look up and provide information on accounts, loan, mortgages, etc
  • Arrange and attend customer interviews as required
  • Assists in the production of metrics and reports for ongoing monitoring of the Bank’s Fair and Responsible Banking performance including data analysis related to residential and consumer mortgage loans
5

Experience For ACH Banking Associate Resume

  • Participates in or assists with periodic monitoring and testing activities, as appropriate, to assess the Bank’s compliance with policies and procedures, and with applicable laws and regulations
  • Administrative experience (preferable into a multinational environment with SOX)
  • Strong work ethic and the ability to handle multiple projects simultaneously
  • Pro-activity, flexibility and open mind-set
  • Word, Excel and Power Point
  • Assist customers with requests for cash and foreign exchange transactions, drafts, travelers cheques, centralized instruments and passbook updates
6

Experience For Fair & Responsible Banking Associate Resume

  • Gather client information to facilitate a streamlined account opening process including completion of account applications and collection of information required for Patriot Act compliance
  • Serve as Client’s primary internal resource as it relates to banking service needs
  • Assist in identifying qualified potential clients
  • Initiate contacts, assesses needs, presents array of products and services, and closes sales
  • Responsible for the management, growth and profitability of small portfolio in the unit
  • Advise and consult with clients to maximize their Relationship with the Private Bank to include Deposit, Credit and Investments
  • Under the direction of senior staff, assist in developing, and implementing marketing and sales strategies to establish a profitable portfolio, utilizing both external and internal resources
7

Experience For Small Business Banking Associate Resume

  • Assist in implementing the program for The Private Bank within the target area through an annual marketing plan and strategy, tailored to region locale and consistent with overall direction of The Private Bank
  • Assist in planning to expand the portfolio and ensure retention of profitable clients
  • Detail specific actions to cross-sell, establish referral program to develop new client business, and increase non-interest income to office
  • Engage in regularly scheduled portfolio performance review with manager to assess performance against set goals. Meet or exceed these goals
  • Stand accountable for portfolio growth and profitability, as well as any attrition
  • Consult with clients as to various services or product needs which would be advantageous for them and keep them aware of new products and of changes in the financial area which would affect them
  • Regularly introduce clients to other areas of the Bank for special needs
8

Experience For Senior Business Banking Associate Resume

  • Ensure accurate and complete records are kept for each client relationship
  • Develop relationship banking through a consultative approach. Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed
  • Based upon clients' needs, provide various options considering tax implications, estate planning, risk tolerance levels and refer to appropriate specialists as needed
  • Service business accounts when required by customers and officers, including, but not limited to closing, officer code and cost center changes, address changes
  • Processes all requests for loan documentation, through Custom Lender
  • Provides back up support in loan processing and loan documentation such as, but not limited to: Ordering - Illinois Complete Search, Tract Search or Title Insurance, Flood Determination, Proof of Insurance
  • Accurately packages commercial loan documents and ensures they are delivered to Loan Documentation in a timely manner, including verification that documents are signed by customer and officer, proper authority is indicated, and all supporting backup documentation is included
  • Processes customer requests for payments and advances through loan servicing forms
  • Directs requests from customers to branches for such items as: name and address changes, check orders, cashes CDs, sign up direct deposit customers and automatic bill paying by ACH, accepts orders for stop payment (checks, ACH), collection, wire transfer, and savings bonds, provide statement printouts, notary service
9

Experience For Coverage Banking Associate Resume

  • Run monthly and daily reports as required. Monthly reports include loan and DDA runs, while daily reports would be for overdraft purposes. Weekly reporting on payments and maturing loans necessary as well
  • Processes Daily overdrafts online, in a timely manner
  • Gains knowledge of banks General Ledger and properly processes tickets for items as needed
  • Reports suspicious transactions/activity/situations to appropriate personnel
  • Provides daily management of all deposit and loan details for Private Banking high net worth clients, including individuals, professional firms and not-for-profit organizations
  • Maintains direct contact with both internal and external professional service providers and Private Banking clients in order to resolve all service and product requests and maintenance needs. Follows through on commitments and communicates realistic expectations to clients and partners
  • Participates in client and prospect calls with the Private Banking Advisors, outside calling and other marketing efforts
  • Analyzes financial data related to deposits, new and renewal loan requests. Manages the processing and servicing for new and renewing consumer and commercial purpose loans and lines of credit
10

Experience For Wealth Management Banking Associate Resume

  • Presents facts and offers opinions/recommendations to Private Bankers and Advisors concerning client’s financial position. Follows up with clients to obtain all necessary information and clarification on financial analysis materials and resources
  • Ensures account opening, delivery and maintenance for deposit products; reviews and monitors documents for accuracy, completeness and adherence to approval conditions and compliance regulations
  • Prepares and maintains internal client and data management reports. Works with attorneys and other financial or legal resources to obtain correct and accurate documentation
  • Provides accurate and timely responses to letters and phone calls to ensure quality customer service
  • Collects trust documents, amendments and asset statements to provide to Trust Officer. Coordinate trust documents between estate planning attorneys and trust affiliate
  • Schedules marketing opportunities with internal and external business partners
  • Administration: Assist Regional Director in rolling-out special marketing/ sales events/ client events. Carry out a range of activities related to building and maintaining deposit and investment accounts
  • Extensive client contact, predominantly via telephone and email

List of Typical Skills For a Banking Associate Resume

1

Skills For Private Banking Associate Resume

  • Proven relationship management skills and ability to articulate RBC’svalue proposition
  • Some experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience
  • Proficient knowledge of computer skills, Word, Excel, Power Point and Lotus Notes
  • Take the initiative and find creative approaches to enhancing the customer experience
  • Ensure all clients and prospects are satisfied with their experience with the Bank and the employees working on their relationship
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits
2

Skills For Business Banking Associate Resume

  • As required, prepare customized assembly of products, packages or information to anticipate customer needs prior to private banker meeting with customer
  • Banking or credit experience
  • Demonstrates advanced proficiency with complex documents and client servicing
  • Skilled at personal account opening and Customer Welcome Offers
  • Commercial lending experience
3

Skills For Personal Banking Associate Resume

  • Relevant work experience in related finance or banking fields
  • Commercial loan administrative or processing experience needed
  • Experience in leveraged finance
  • BBA – II: Three (3) years of Commercial Loan Admin experience required.
  • Client support experience in the financial services industry
  • Experience in Private Banking is considered an asset
4

Skills For Private Banking Associate, Credit Resume

  • Experience with business loan applications
  • Maximizing business opportunities and profitability by consistently applying Private Banking fees and pricing
  • Completing financial transactions of increasing complexity (deposit, credit and Banking transactions)
  • Analysing credit requests and underwriting by ensuring adjudication in accordance with assigned discretionary limits and established guidelines
  • Networking: Maintaining close contact with product and risk specialists within Citi
5

Skills For ACH Banking Associate Resume

  • Training begins with a one-week introduction to banking, financials, and overall strategy
  • Using EBS reports and available pricing models, monitor each client's account profitability and service use
  • Adhering to established procedures, maintain covenant compliance and obtain updated financial information on the existing loan portfolio
  • Banking products, processes, systems and operations
  • Attending customer appointments where required
  • Attending customer interviews
  • Working collaboratively to leverage PWM & TD partnerships
6

Skills For Fair & Responsible Banking Associate Resume

  • Working towards completion of CSC and CPH courses for registration purposes
  • Identifying opportunities to refer to Wealth, Commercial and other parts of TDBG to increase TD's share of wallet
  • Advise customers, offering financial solutions and products to meet their everyday banking, investment and lending needs
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenge
  • Assists in compiling monthly loan department reports, including but not limited to BBC and security reporting
  • Is collaborative, enjoys helping others and being part of a team
7

Skills For Small Business Banking Associate Resume

  • Proactively engage with customers to identify their needs using the bank’s tools and your understanding of the customer
  • Help customers find new and alternate ways to bank with us by offering convenience and valuing their time
  • Desire to be an ongoing contributing asset to our clients and shareholders
  • Propensity to develop financial planning knowledge and recommendations with banking solutions implementation in mind
  • Act as primary contact for new and existing client's needs, coordinating sales and fulfillment with product and service specialists
  • Carry out a range of activities related to building and maintaining deposit and investment accounts
  • Responsible for monitoring fraud accounts and following necessary steps for resolution of fraud items
  • Assist/back up other Private Banking Associate during absence/ holiday relief
  • Proactively ensure client satisfaction throughout the credit management process, including credit servicing problem resolution
8

Skills For Senior Business Banking Associate Resume

  • Facilitate a sound credit portfolio by ensuring timely follow‐up of loan monitoring
  • Assist Regional Director in rolling-out special marketing/ sales events/ client events
  • Keep up to date with the wider marketplace and regulatory environment, including operations, legal and ethical requirements
  • 1) Support assigned Private Banking Advisor
  • Key Partnerships within PWM and other TD businesses like Retail and Commercial Banking
  • Completion of PFP or willingness to attain within 12 months of starting role
9

Skills For Coverage Banking Associate Resume

  • Conduct quarterly touches, trigger, and covenant compliance monitoring
  • Act as consultative banker, anticipating needs relative to affluent market segment to ensure maximum profitability and cross-sell opportunities are met
  • Maintain client portfolio with assistance from Banking Associate
  • Adjust portfolio size to accommodate the demands of servicing prime clients
  • Assist in identifying qualified potential clients. Initiate contacts, assesses needs, presents array of products and services, and closes sales
  • Develop relationship banking through a consultative approach
  • Establishes and maintain a professional working relationship with clients, attorneys and, Financial Consultants
  • Assist with the implementation of loan documentation to include initial documentation, collecting PFS and tax returns
  • Execute client service matters including money movements, account maintenance, statement inquiries, and other client requests
10

Skills For Wealth Management Banking Associate Resume

  • Process leasing facilities/quotes/documents
  • Respond to incoming telephone calls and client requests to process wires/cables and visa, tax and bill payments
  • Open accounts, process GIC applications, lending applications, etc in full support of Private Banker(s)
  • Distribute incoming mail, faxes, etc as appropriate
  • Ensure the centres’ marketing material is current
  • Review and input data on various systems related to Signature Bank operating platforms
  • Cross-sell existing portfolio
  • Cross-sell and deepen relationships in the existing client portfolio, specifically deposit only and loan only relationships
  • Acts as digital leader to help customers make the choice to use self-serve channels

List of Typical Responsibilities For a Banking Associate Resume

1

Responsibilities For Private Banking Associate Resume

  • Manage onboarding and account opening process for new and existing clients. Includes collection of account-specific information, retrieval of relevant executed documentation from clients and coordination with operational teams to ensure exceptional client experience
  • Resolve client issues and concerns. Provide timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem. Solve issues by identifying underlying or hidden problems and patterns
  • Client-facing experience in a Private Banking, real estate firm, investment firm or lending department
  • Proven confidence in analyzing client information and making the appropriate recommendation based on needs
  • Manage and prioritize multiple; assignments supporting business as usual routines
  • Exhibits sound judgment, logical reasoning and a strong drive for results and success
  • Demonstrates leadership and accountability for accurately reporting and monitoring assigned portfolios
  • Builds and maintains a network of RBC contacts relevant to effective execution of the role and superior client servicing
  • Sing established performance measurement and monitoring tools
2

Responsibilities For Business Banking Associate Resume

  • Ensure filing is up to date daily including Mutual Fund trades following review of Compliance Officer
  • Position involves sitting as well as walking or standing for brief periods of time
  • Assist Private Bankers in structuring new and renewal loans, and recommending product types, terms and/or features to meet the client’s request
  • Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor
  • Co-ordinate communication to client regarding obtaining necessary financial information for completion of credit renewals, reviews and temporary DOL
3

Responsibilities For Personal Banking Associate Resume

  • Encourage and recognize business opportunities with existing clients
  • All consumer and business products and services as it relates to the affluent market segment, including operations, loan policies and procedures
  • Identify client needs and related bank services; sell the concept of relationship banking defined by The Private Bank program
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists
  • Digitally-savvy and able to identify banking alternatives for our customers
  • Basic understanding of investment fundamentals and thorough knowledge of RBC products & services
4

Responsibilities For Private Banking Associate, Credit Resume

  • The Program includes a combination of classes, self-study, on-the-job training, and line rotations over a 12-month period
  • Act as a pivotal role in ensuring customers receive optimal service at a level that meets or exceeds their individual financial needs,
  • Contacts customers to clear conditions associated with borrowing requests
  • Participates in loan closings and completes loan review & funding processes
  • Handles routine customer correspondence, filing, & other departmental documentation
  • Assist in various SBB prospecting & business development efforts across the market to include but not limited to ROC campaigns
  • Develop Financial Planning ethic though engagement in client interactions jointly with SPB
5

Responsibilities For ACH Banking Associate Resume

  • General knowledge across Wealth products and solutions with an understanding of all credit, cash management, investments and specifically credit
  • Knowledge of or the ability to quickly learn banking and risk, operations and related procedures
  • Build and maintain ongoing positive relationships with clients
  • Input and coordinate CLEAR for all required loan processing phases to help manage the Private Banker’s loan portfolios
  • Greet customers arriving for meetings and arrange contact with appropriate Center staff
6

Responsibilities For Fair & Responsible Banking Associate Resume

  • Respond to customer inquiries and requests within the prescribed time commitment standard for Private Banking
  • Respond to incoming telephone calls and client requests to process wires/cables and visa, tax and bill payments, and ensure requests completed
  • Liaise with CIBC partners on client’s behalf ensuring problem resolution and follow up as required
  • Adhere to service commitments, escalating to Customer Care when necessary
  • Manage internal project initiatives for your portfolio of clients
  • Identify and control risk to prevent fraudulent account behavior and potential fraud exposure. Follow all established policies, procedures and practices
  • Perform administrative updates on accounts
7

Responsibilities For Small Business Banking Associate Resume

  • Enroll and maintenance Signature’s clients statement delivery preference
  • Proficient in Microsoft Office is required
  • Proficiency in current Internet Browsers (i.e. Internet Explorer, Google chrome etc.)
  • Portfolio Management, Risk Management, & Compliance
  • Document and maintain risk‐based discussions with borrowers
  • Recognize unfavorable trends; make appropriate recommendations to the Business Credit Center
  • Manage acquired Bank portfolios on an as needed basis
  • Pre‐screen credits for viability in order to obtain approval for business loan credit requests from the Business Credit Center (renewals & new loan requests)
  • Assist in the development of new business sales, expansion of the client base and the creation of a network of prospects from center of influence clients
8

Responsibilities For Senior Business Banking Associate Resume

  • Complete site inspections and confirm inventory levels support business operations
  • Support sales production colleagues and clients with the credit process
  • Facilitate credit originations, approvals, documentation, bookings, fee collections and renewals
  • Monitor credit compliance, resolve documentation, collateral and past‐due exceptions, and ensure credit quality and data integrity
  • Client and Prospect Satisfaction
  • For new clients, ensure effective on‐boarding of the client to the Bank, implementation of the products and services and satisfaction with on‐going servicing expectations
9

Responsibilities For Coverage Banking Associate Resume

  • Coordinate with Business Credit Center and various product specialists to deliver services to the client
  • Ensure adherence to Bank policies related to Credit and Compliance, such as: Know Your Customer (KYC), Anti‐Money Laundering (AML), Compliance Testing, Risk Management support, due diligence requirements, Risk grading, and Basel II & Basel III compliance
  • Strong understanding of financial accounting and lending principles
  • Partners closely with partners to resolve issues, report trends and take corrective action as needed
  • Demonstrates leadership and accountability for accurately reporting and monitoring assigned portfolios; sing established performance measurement and monitoring tools
  • Partners closely with partners to resolve issues
10

Responsibilities For Wealth Management Banking Associate Resume

  • Report trends and take corrective action as needed
  • Provide client service and solve problems to enhance the bank-client relationship
  • Sales and service orientation
  • A focus on results and the ability to thrive in a consultative sales and team-based environment
  • Resourceful self-starter with courage and confidence to approach customers
  • Ensure problems are resolved to the client’s satisfaction, and advise the Private Banker of potential escalation/major issues
  • Maximize opportunities with clients to enhance retention, revenue growth and referrals

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