Private Banking Resume Sample
Cindy Fritsch
162 Schoen Hills,
Boston,
MA
+1 (555) 177 7447
Work Experience
Private Banking Portfolio Manager
07/2017
-
PRESENT
Detroit, MI
- Purchasing office and PC supplies and process technical requests
- Prepare and coordinate documents for Board meetings, including board notices and mailings, new and lost business report, paying quarterly directors fees, certificates of incumbency and meeting minutes, resolutions and other documents
- Maintain corporate documents
- Update call list, update plan for audits
- Coordinate annual Holiday card distribution
- Notarize legal documents
- Maintain medallion and signature guarantee program
- Manage major client projects
- Check incoming and out-going Standby Letters of Credit and Banker’s Guarantees to ensure they conform with templates approved by Legal
Private Banking
03/2014
-
02/2017
San Francisco, CA
- Maintain publication subscriptions
- Manage and/or assist with major client projects as needed
- Fluent German and at least intermediate level of Eng
- Developing and executing a meaningful employee development plan.
- Thorough knowledge of Canada’s financial services marketplace with a detailed knowledge of the regional marketplace and competitive positioning
- Strong knowledge of full Scotia Wealth Management offering, including the services of Scotiatrust, Private Investment Counsel and Scotia McLeod full service brokerage businesses and familiar with the Bank’s International Wealth offering
- Strong sales management and leadership skills to ensure the highest service standards and appropriate resources are made available to the Bank’s highest value clients
- Work collaboratively with other stakeholders for the benefit of the Bank’s clients
Private Banking, Administrative Assistant
11/2008
-
11/2013
Phoenix, AZ
- Fluent German and at least intermediate level of English
- Willingness to learn and develop knowledge of banking industry
- Previous experience in private banking NOT essential
- Previous client related experience nice to have
- Assist with tracking of various internal Risk Reports (i.e. Missing account documents; headsheet variance reports; weekly overdraft reports)
- Assistance with Annual Audit reviews and update plan for Audits
- Maintain corporate documents (i.e. signatory lists; incumbency certificates)
- Maintenance of team call list
- Coordinate annual Holiday card distribution to clients and advisors
Education
Kaplan University - Davenport Campus
2003 - 2008
Bachelor's Degree in Business
Professional Skills
- Strong presentation skills, an excellent communicator with client facing experience and existing HNW/UHNW client relationships in Australasia region
- Demonstrates strong sales, networking and new business development skills
- Outstanding analytical skills, including the ability to understand and deal with dynamic business issues. Project management experience would be an advantage
- Demonstrates highly developed analytical and problem-solving skills
- Pleasant personality with can-do attitude and excellent interpersonal skills, good communicator
- Excellent communication skills – verbal, written and presentation; ability to present to large, sophisticated audiences
- Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, loan documentation, etc. PC skills required
How to write Private Banking Resume
Private Banking role is responsible for analytical, credit, reporting, purchasing, retail, finance, training, integration, security, trading.
To write great resume for private banking job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Private Banking Resume
The section contact information is important in your private banking 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
- Telephone number
Work Experience in Your Private Banking Resume
The section work experience is an essential part of your private banking 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 private banking responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular private banking position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Private Banking resume experience can include:
- Strong analytical skills, excellent communication and interpersonal skills
- Experience working effectively with all levels of a global organization
- Very good conceptual, analytical and solving problem skills
- Using your newly acquired skills to guarantee customer satisfaction and reinforce customer relationships
- Interact successfully with all levels of management and communicate effectively with large groups
- Skilled in reviewing products risk, managing credit and risk relationships and product development
Education on a Private Banking Resume
Make sure to make education a priority on your private banking resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your private banking 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 Private Banking Resume
When listing skills on your private banking 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 private banking skills:
- Effective influencing skills, able to work in a global team with multiple stakeholders
- Superior organizational skills with the ability to assist with the management of a large client load and deliver outstanding customer
- Committment to client experience and driving improvements of client experience via technology
- Creating the Black Card Experience
- University graduate with 5 - 10 years of relevant working experience in a Client Servicing role with Private Banking
- Extensive experience in leading and motivating teams to work in a rapidly developing environment
List of Typical Experience For a Private Banking Resume
1
Experience For Private Banking Portfolio Manager Resume
- Proven ability to work collaboratively and effectively in a matrix organization to achieve PBG’s goals and objectives
- Experience within Banking and Finance industry and a generalist understanding of infrastructure technology
- Experience utilizing Microsoft Office Products including Word, Excel Power Point and Outlook
- A proven record of delivering concepts from idea generation through to implementation
- Ideally, experience of managing a product portfolio or proposition
- Good knowledge of accounting principles/ financial statements
2
Experience For Senior Director, Private Banking Resume
- Provide support to management on daily client priorities; client hierarchy, and pipeline management
- Experience in an accounting, finance, audit environment, including at least 3-4 years in a leadership position
- Private banking experience with at least 5-8yrs in a leadership role
- Demonstrate added value to field through client activity
- Provide all clients with the same investment experience for their given risk profile
- Qualifications and Essential Experiences
- Administrative support experience within financial service industry preferre
- Working closely with COO, Business, Risk Management & Compliance to define the scope of monitoring and surveillance of business activities
3
Experience For Private Banking Client Center Manager Resume
- Partnering with Client Facing Employees and other key stakeholders as subject matter experts
- Marketing list management: process development and implementation; requirements and best practices
- Checking of various regulatory indicators (KFS/PHS, client eligibility)
- Working closely with Risk Management & Compliance to define the scope of monitoring and surveillance of business activities
- Assist relationship managers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, etc
4
Experience For Private Banking Senior Client Document Reviewer Resume
- Support Private Banking Officer(s) during the sales process and ongoing client management, including but not limited to
- Strategic (Data-driven) Targeting, Prospecting and Marketing
- A broad understanding of lending products and the private banking industry
- Perform ongoing investment controlling, performance and risk monitoring of the portfolios
- Compliance issues, and past due payments through the life of a loan, including working with the relationship manager or borrower to resolve addressable issues
- Assists with monitoring existing loans to ensure compliance with terms of loan agreement and recommends corrective action on variances
- Assists officer in getting updated financial information and forwarding information to the credit file
- Attends loan closings as needed Reviews signed loan documents before forwarding to booking
5
Experience For Private Banking Administrator Resume
- Assists banker with compiling information for certified financial plans and works as a liaison between the banker and the planning team
- Attends bi-weekly Private Banking Conference calls and other meeting as needed
- J.P. Morgan Online banking analytics
- Monitor Private Banking loan portfolio, address and resolve issues to maintain quality of credits
- Actively seek to resolve private banking client’s problem resolutions
- Ensure when dealing that the book build procedure is met and covers the entire book of business within the established time frame
- Approach management of portfolio systematically ensuring errors are minimised
- Provides oversight and guidance to credit support in underwriting for renewals and reviews. Provides qualitative input for RECAP creation
6
Experience For Am-private Banking Solutions Resume
- Coordinates with Loan Closers to facilitate closing of renewals or amendments
- Provides quality customer service while handling transaction requests, inquiries and maintenance on accounts; open new deposit accounts
- Work with junior team members in preparing presentations and proposals, and send out various promotion items to clients on request
- Work together with other teams in meeting all compliance, operational, and due diligence requirements
- Expert knowledge of all Personal Banking products Bank’s Operations and Products/Services
- Fluent German/Italian/French and at least intermediate level of English
7
Experience For National Private Banking Practice Lead Resume
- Working experience in credit documentation, administration and control or at least working experience in financial institution (preferably private banking or retail banking)
- Data Integration and Big Data solutions development across the JPMC enterprise
- Dashboard development across key channels
- Assist Private Banking Officer(s) in the sale of banking, lending and wealth management services including, but not limited to: investments; consumer and business deposit and loan solutions.
8
Experience For VP, Private Banking Resume
- Services customers by providing detailed information on specific accounts and building rapport. Responsible for identifying, researching, analyzing and resolving complex problems with accounts
- Cross sells bank products and services including referring customers to appropriate personnel and scheduling appointments for bankers
- The ability to think strategically and present recommendations to a senior audience
- Private Banking Section Manager works directly with Service Execution Leader and Region Manager to ensure that their area is adequately staffed. Responsible for cultivating an environment of teamwork, collaboration and exceptional customer service
- Reviews and collaborates with Execution Leader new methods or procedures to make the Service Specialist staff more efficient
- Section Manager is responsible for the day to day activities and interaction between the client and Huntington in terms of establishment, documentation, maintenance and servicing of the relationship, including but not limited to: personal and business deposit accounts, consumer lending and mortgages
- Structured Products - aid price discovery, assess price quality, capture and execute upsizes, supersizes, and unwinds in the secondary market with multiple issuers
9
Experience For Private Banking Service Specialist Resume
- Listed Options - order capture, verify collateral type and suitability, communicate orders to the Futures & Options Desk, coordination of option strategy in conjunction with the underlying equity execution, confirmation to PB investors and middle office to ensure timely booking
- Partner with Trust Officers to handle distributions, account maintenance and reviews, and management of overdrafts
- Provide telephone coverage for team
- Prepare reports and presentations for client meetings
- Oversee work performed by various partner groups to ensure the smooth operation of assigned trust accounts
10
Experience For Lending Specialist, BMO Private Banking Resume
- Assist Trust Officer with account reviews
- Monitor overdraft reports and communicate with Investors, as necessary
- Actively maintain loan portfolio of consumer and commercial loans assigned
- Perform quality review of closed loans and closing process to ensure proper booking of credits for Private Banking and report any discrepancies identified and establish loan monitoring requirements of all closed commitments
- Help ensure compliance with regulatory and corporate requirements, disclosures, policies and standards
- On a continuous basis, work with the relationship manager, underwriter and borrower to address problems, delinquencies, or other changes in financial status
- Reviews advances, payments, and amendments against legal documents
- Confirms line availability and collateral for approval
- Be involved in various projects and initiatives internally and with other partners within Capital One
List of Typical Skills For a Private Banking Resume
1
Skills For Private Banking Portfolio Manager Resume
- Typically requires 3 years of experience in portfolio management, including knowledge and experience with bank loan and deposit systems
- Personal banking, commercial or lending experience
- Experience in personal banking, commercial or lending
- Demonstrates ability to partner with clients and other advisors to identify and service unique customer needs
- Ensure effective problem resolution; proactively identify opportunities for improved business operations, partnerships, client satisfaction and WM needs
- Maintaining a succession plan including input into the Bank’s Leadership Resource Planning
2
Skills For Senior Director, Private Banking Resume
- Becoming familiar with the AML/ATF Regulations which impact the Unit’s business activity
- Maintaining close relationships with the region’s top clients
- Assist Private Banking Officer(s) in the sale of banking, lending and wealth management services including, but not limited to
- Work in close partnership with Investors in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities
- Perform English to Traditional Chinese (and vice versa) tasks such as translating, editing and proofreading financial, legal and marketing documents
- Perform English to Traditional Chinese (and vice versa) tasks such as translating, editing, and proofreading financial, legal and marketing documents
- Knowledge of credit analysis; spreading and analyzing financial statements; credit scoring; loan documentation
- Prepare files for upload into the imaging system which includes indexing and back scanning
3
Skills For Private Banking Client Center Manager Resume
- Maintain open communication with the operations groups including the loan booking and servicing teams
- Provide management reporting on production versus targets, as well as monitoring & adjusting for operational efficiencies
- Recognize areas of expansion and contraction and align resources as required by working with the head office team to ensure appropriate market planning
- Provides regular, timely and comprehensive issue/resolution reporting to the line of business executives and AML Director/supporting AML EXCO members
- Increase market share - achieve more than our competitors – by leveraging external, evolving consumer and business market opportunities
- Thorough understanding of Wealth and Banking (Deposit and Credit) related products for HNW client segment
- Assist CLT Lenders in underwriting all facilities secured by our client’s investment portfolios, including new requests and annual reviews
- Act as the key resource for Bank management, client facing Lenders, and internal stakeholders in every aspect of our mortgages offering
- Maintain full, accurate files/notes of all client meetings/calls/conversations using KB core systems to store
4
Skills For Private Banking Senior Client Document Reviewer Resume
- Lead team in delivering regional business results
- Coach and reinforce the importance of offering solutions that are tailored to each client’s individual needs and reflect their preferences
- Act as the steward of your team and clients in your region, ensuring the full capabilities of RBC are brought to all clients
- Assist and coordinate with relationship manager, loan administration and client documentation and closing process
- Provides weekly status updates for assigned loan portfolio (exp. underwriting process)
- Maintain marketing collaterals, ensure they are up-to-date and aligned to corporate standards, and made available for internal and external channels
- Obtain NMLS Required
- Proficient in Microsoft Office products (Outlook, Word, Excel, Power Point)
5
Skills For Private Banking Administrator Resume
- Draw on resources of businesses, geographies, markets, and people to generate ideas, empower and make better business decisions
- Minimize # of out of order management fees, account opening regional # out of orders, # of ADI out of orders, # of expired credits >90 days. Ensure accurate reporting in Wealth Tracker by having Private Bankers action blue or red items in Wealth Management Opportunity Report emails
- Lead team in effective Credit Risk and Operational Risk Management
- Retains existing portfolio and associated profitability
- Promotes public bank image by being involved in meaningful community and business development activities, as appropriate
- Identifies and closes appropriate incremental financial solutions with the goal of retention and expansion (cross sales)
6
Skills For Am-private Banking Solutions Resume
- Although not required to satisfactorily perform this job at this time, willingness to acquire Series 7- General Securities; Life and health license in state where business is conducted as opportunity arises
- Experience in driving digital marketing strategy and execution, and driving adoption of digital products/services
- PB Singapore & Shared Relationships managed by SG based RMs
- Set appropriate context and direction for the vision within the market, ensuring alignment with the vision for BPB in the region, partnering with the Market Leader are required
- Establish a two-way working relationship with direct reports to solicit their views on market opportunities, the working environment, potential changes affecting their work, continuous improvement opportunities, and revisions to the plan
- Build and sustain a team of direct reports who are capable of delivering the performance required for BMO Private Banking, including coaching and the creation and implementation of training and development plans
- Ensure all integrating mechanisms are in place for all sales professionals in order to facilitate team behaviours and the focus on the integrated offer (e.g., appropriate training across product lines)
7
Skills For National Private Banking Practice Lead Resume
- Ensure the effective implementation of Bank initiatives and programs through the establishment of appropriate context and setting of direction for direct reports by providing relevant information, establishing goals, and setting limits with the context and prescribed limits of the Vice-President and Regional Market Leader
- Develop and sustain an effective multi-level unit, as a manager of managers, ensuring the quality of effective managerial leadership practices of managers; conducting talent pool assessment with managers on the capability of their staff; and holding mentoring discussions with and hearing requests from employees
- Occasional standing, sitting, lifting and travel
- Maintain a talent pipeline and high quality workforce, including active understanding of HNW markets and recruitment needs by role
- Understands and comfortable interacting with target client segments (HNW APAC) and RMs
- Engage in talent management and workforce planning to ensure current and future market needs are met
- Meet needs of customer through longer tenure in role and diversity of staffing
- Contribute to achieving regulated employment equity requirements
8
Skills For VP, Private Banking Resume
- Assist Investors and Practice Leader Investors to service the most complex client base
- Office environment – no specific or unusual physical demands
- Entrepreneurial mindset, innovate and happy to challenge the status quo
- Able to complete multiple assignments under tight timelines and under pressure
- Provides Advisory Services involving matters such as client risk issues, client closures, AML regulations, and best practices, resolution recommendations for audit, regulatory, internal/external review of AML/OFAC issues, etc
9
Skills For Private Banking Service Specialist Resume
- Banking experience
- Leverage your experience from larger banks to design the framework for our Private Bank, and drive growth
- Provides review and recommendation for declination of high risk clients, as well as all Remote Deposit Capture clients
- Actively engages and provides ongoing outreach and formal training to front line and back office staff in order to improve first line of defense in the deterrence of on-boarding potential money launderers and/or terrorist financiers
- Implements, in conjunction with the line of business supported, all AML & OFAC related policies, procedures, systems and controls as promulgated by the AML Program/Policy Office, AML Risk Office, AML Systems and Data Team, Control Integrity Office, and the OFAC team
10
Skills For Lending Specialist, BMO Private Banking Resume
- Conducts analyses to determine emerging risks within lines of business supported (current and targeted client composition, markets and geographies served, products and services offered) and compensating control requirements
- Experience working within Compliance and the Private Banking sector
- Join our Wealth Management leadership team during a time of exciting growth and expansion across all pillars of our wealth management service
- Leverage existing Private Banking business we already have underway ($400MM in loans/$400MM in deposits) as a base for future growth
- Actively involved in prospecting and acquiring new clients, cultivate prospect lists and actively convert them into clients and deepen relationships
- Rare opportunity to serve as the first head of Private Banking at a highly respected 100+ year old family-controlled bank
- Set appropriate context and direction for the vision within the market, ensuring alignment with the vision
List of Typical Responsibilities For a Private Banking Resume
1
Responsibilities For Private Banking Portfolio Manager Resume
- Expertise in KYC/Compliance including an understanding of anti-money laundering acts, laws and regulations as well as AML trends and issues
- Assists the underwriters with data quality remediation process
- Creates new loan records establishes relevant files , processes loan advances, issues pay off letters , maintains a variety of loan records and obtains credit information
- Review of Call & Voice Memos for Quality Control
- Regular liaison with Senior Management - presentation of findings to Risk Manager, Market Managers and Investment Team Leaders
- Regular follow-up to track progress, escalations
- MIS and committee updates
2
Responsibilities For Senior Director, Private Banking Resume
- Bi-lingual, fluent in Spanish/English
- Analyze and credible challenge business unit’s documented investment risk control processes and procedures, and any gaps with the global methodology and requirement
- Effectively communicate and reinforce National Office and Head of Private Banking strategic direction, organizational values and implementation plans, aligning to your market context
- Problem Resolution – ensure effective partnerships to proactive identify opportunities for improved business operations and client satisfaction
- Manage small projects related to Private Banking’s website constant enhancements, reviewing business requirements and technical specifications and performing User Acceptance Tests
- Relevant experience gained in Private Banking
- Experience with in a financial services, operational or compliance fields
3
Responsibilities For Private Banking Client Center Manager Resume
- Cross-Wealth Management Engagement: Engage with partners in other areas of Wealth Management to develop cohesive positioning in line with our client’s multidisciplinary goals
- Solid background and knowledge in credit documentation
- Sound knowledge in full range of private banking products and treasury products
- Assist in special projects such as portfolio reviews, credit reports and UAT for systems enhancements
- Provide operational support services on KYC matter and ensure periodic reviews are completed in timely manner
4
Responsibilities For Private Banking Senior Client Document Reviewer Resume
- Manage projects related to Private Banking’s website enhancements, working hand in hand with technology business analysts to document business requirement and review developments, participate in discussions with various stakeholders such as Compliance, Legal, IT Risk, and Business
- Consistently synchronize with working teams on detailed roadmaps of future content development, roll-outs and releases, as well as the overall long-term strategic vision for thought leadership and it’s integration into the end-to-end DWM offering and experience
- Manage portfolios according to the established investment and dealing process for discretionary clients
- Complete field training for private bankers and other team members
- Responsible for ensuring that process outputs for its ‘Pod’ are of high quality, in line with internal quality standards; escalating any issues to New Account Opening Team Lead
- Adhere to the Portfolio Management Policy, underlying investment strategy, regulatory requirements, compliance and guidelines
- Support Senior PMs and CIO on management of Bespoke portfolios including preparation for portfolio reviews
- Remove all unapproved holdings from discretionary accounts, placing into sub accounts to be sold when appropriate
- Adhere to documented tolerance rules across the entire trading group/client portfolio
5
Responsibilities For Private Banking Administrator Resume
- Ensure necessary KYC docs are attached to the client’s CDD in line with policy and procedures
- Manage discretionary portfolios in line with IPC recommended portfolios and clients’ Investment and Risk
- Move non-restricted portfolios in line with assigned recommended portfolio in an agreed timeframe with adherence to the clients CGT requirements
- Deliver portfolio investment performance that is consistent with the KB investment strategy
- Provide portfolio management support to Private Bankers as well as directly with clients
- Respond to all IOC matters promptly and within the required time
- Document all restrictions to portfolios
6
Responsibilities For Am-private Banking Solutions Resume
- Rigorously follow processes and procedures in order to properly analyze clients’ needs and establish an integrated and profitable financial strategy with them
- Maintain marketing collaterals, ensure they are up-to-date
- Manage the residential mortgage operations for GSBankUSA
- Manage the relationship with all third party mortgage vendors, including periodic site visits with vendors, contractual matters, KPI monitoring, and handling dependencies between each vendor
- Provides day-to-day servicing of portfolio including credit risk monitoring
- Manages ad hoc and regulatory reporting within existing portfolio [both internal and external requests]
- Conducts interviews to develop information concerning the nature of the customer's business, financing or other needs
- Focus on enhancing our platform for future initiatives
- Increase the profitability of your assigned portfolio by advising clients and offering them financial planning solutions adapted to their profile and needs, as well as cross-selling services
7
Responsibilities For National Private Banking Practice Lead Resume
- Retains and manages existing loan portfolio supporting three to four Relationship Managers. Takes ownership of all reviews and renewals for existing credit customers; portfolio includes complex accounts
- Monitors, tracks, and assists in the collection of past due loan payments, exceptions, overdrafts, and maturing loans
- Decides loan terms and conditions if within own credit limits or makes recommendations to appropriate authority
- Works in conjunction with manager to prepare for and present at loan committees and credit quality reviews as applicable
- Adheres to Risk Management policies and guidelines, i.e. regulatory compliance, portfolio and credit quality, and portfolio management
- Identifies & resolves operational and credit issues with loans held in portfolio
- Manages all non-loan credit and product risk products for existing clients, including treasury (ACH, Business deposit capture, etc.) approvals and documentation
- An inquisitive mind whose thirst for knowledge is never quenched
- Familiar with the Belgian market and tax system
8
Responsibilities For VP, Private Banking Resume
- A commercial attitudewith an affinity for negotiation
- The ability to focus on the requirements of the customer at all times, even when under pressure
- Builds rapport and become primary customer service contact for clients
- Recognizes sales opportunities and cross-sell bank products and services to customers utilizing various sales tools and resources (including but not limited to: household lists and lead generation reports)
- Prepares and submits complete loan packages to CCU and SBCU
- Updates banker on the status of loan as it moves through the approval process
- Reviews loan documentation prepared by another area and schedules loan closings with customers
9
Responsibilities For Private Banking Service Specialist Resume
- Engages attorneys to handle loan closings as necessary; works closely with attorneys and staff ensure loan documentation is correct
- Coordinates with DAC to order appraisals, title commitments, hazard and flood insurance, payoffs as needed, etc. and verify receipt by DAC on a daily basis or as needed
- Pulls monthly reports to assist officer in managing risk with loan and deposit portfolio by closely monitoring overdrafts, delinquencies, future maturities, and past dues
- Pulls monthly exception report to keep exceptions below standards and sends information to proper area to be cleared
- Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals; Ability to write routine reports and correspondence; Ability to speak effectively before groups of customers or employees of organization
- Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals; Ability to compute rate, ratio, and percent and to draw and interpret bar graphs
- Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form; Ability to deal with problems involving several concrete variables in standardized situations
- Computer Skills Ability to learn or knowledge of Microsoft Office products including Microsoft Word, Excel, Access and Powerpoint; Ability to learn or knowledge of Outlook email program
10
Responsibilities For Lending Specialist, BMO Private Banking Resume
- Working within delegated authority or standard department guidelines, provide assistance with client transactions and problem resolution, including deposit, borrowing, and online banking inquiries, treasury management, and trust
- Hold secondary responsibility for servicing existing clients and in the development of new clients with the CAB Officers
- Assist with loan documentation, transfer requests and opening of deposit accounts
- Assist clients with problems and needs when Private Banker is unavailable
- Act as a liaison between the banking center team and private banking clients to ensure transactions are processed, including deposits, withdrawals, loan payments, cashing checks, etc. while providing an unparalleled client experience
- Support CAB Officers on client/prospect visits and in internal meetings, prepare meeting summaries (“DI’s”) and ensure follow up tasks are completed in a timely fashion
- Build portfolio of clients using resources and expertise of JP Morgan’s platforms, products, services, and networks
- Focus on high-net-worth and ultra-high-net-worth individuals and families
- Understand each client’s wealth objects and investment requirements
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