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Title: Private Banking Representative

Location: Livermore, CA

Pay: $28.46 – $34.46 per hour

 Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation.  Voted a Top Workplace for 2022 and for the past twelve consecutive years.

Position Overview
The Private Banking Representative serves as the liaison between VIP clients and Bank to ensure unprecedented service to foster lifetime partnerships, provide innovative solutions and exceed client expectations for a world class client experience. The Private Banking Representative will focus on high touch customers, building and maintaining business relationships and working with high value business accounts.

Role and Responsibilities

The Private Banking Representative will be responsible for adhering to established Bank and department standards. These responsibilities include:

• Answer incoming correspondence (calls, emails, faxes, voicemail) within established department standards
• Assist clients with new products and services
• Open new accounts
• Internal and external inquiries and research requests
• Process client transactions including deposits, transfers and wire transfers
• Daily client contact – overdraft report, check and wire verification, return deposited items, etc.
• Verification of Deposit/Credit rating requests
• Client supply orders (checks, deposit slips, endorsement stamps, etc.)
• Cross sell additional Bank products and services
• Assigned daily and monthly tasks and duties
• Coordinate and participate in Department meetings
• Ensure compliance with Bank and Department standards (GLBA, BSA, Security protocol, etc.)
• Support Bank Associates with setup of all additional product and services as required
• Account Maintenance, (client contact and follow-up)
• Support  Senior Management as required
• Prepare and process account change requests
• Update client records (system information, electronic and paper files to ensure file accuracy and completeness)
• Complete Department supply orders
• Specific assigned monthly tasks (Monthly Recon, Certifications, client report management, CDARS, etc.)
• Client site travel as required (new accounts, transactions, maintenance)
• Adhere to established Department standards and guidelines
• Client and Bank event assistance as needed
• Escalation of client concerns as appropriate

Minimum Qualifications

• 1-3 years in branch banking experience including corporate/business accounts, cash/treasury management, online banking, remote deposit capture, small business bill pay, and wire transfer experience
• Ability to handle escalation, recommending and opening new business accounts
• High level client service skills
• Experience solving customer problems and working with high touch customers
• Professional communication skills
• Experience working with a Windows-based computer environment, working knowledge of Microsoft Office
• Have or acquire Signing Authority
• Strong time management and organizational skills required
• Excellent verbal and written communication skills
• High School Diploma/GED or equivalent

Apply now and one of our recruiters will reach out to you!
Balance Staffing is proud to be an equal-opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other characteristic protected by federal or state law.

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