Private Banking Associate
Job Description
The Private Banking Associate will serve to assist Private Banking Officers in daily operations of retail banking and lending in branch environment while absorbing a wide range of banking activities to fully familiarize him or herself with the total operations of Private Banking.
- Responsible for learning daily operations of retail and lending in branch environment including performing duties such as opening new accounts, conducting maintenance of existing accounts, collecting proper documentation, handling daily transactions, and supporting underwriting and maintenance of loan portfolio.
- Supports the Private Banking department with customer service, correspondence, phone calls, and miscellaneous duties.
- Prospect new customers. Cross sell banking services to new and existing customers.
- Ability to maintain regular and reliable attendance.
- Attend customer or bank sponsored events and actively build relationships.
- Performs other duties as assigned by management.
- Communicate effectively in-person and otherwise with all coworkers and customers, both during regular business hours and before and after regular business hours, if necessary.
- Knowledge of bank operations, products, and policies.
- Strong client service background and skills.
- Demonstrated ability to handle confidential and sensitive information.
- Demonstrated written and exceptional interpersonal communication on telephone and personally when working with clients, prospects and peers.
- Ability to complete multiple assignments and projects with quality, accuracy, and within deadlines with special attention to detail.
- Ability to take initiative to self-start tasks and projects.
- College degree or equivalent job experience preferred.
More Details
Benefits
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
- 8 paid holidays.*
- 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.*
- After five years, 22 PTO days each year.*
- After ten years, 27 PTO days each year.*
- Employees must also complete the 90-day introductory period prior to accruing PTO.*
- New employees will receive 16 hours of paid sick time upon their hire date.*
- Health, dental, prescription drug card, vision, and voluntary life insurance plans.
- Health Savings Account with employer contributions.
- Flexible medical and dependent care spending plans.
- Parental Leave after one year of full time employment.
- 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
- Free checking account and basic printed checks.
- Free safe deposit box.
- $50,000 group term life insurance.
- Long term disability insurance.
- Employee Assistance Program.
- Educational Assistance.
*Paid holidays and paid time off benefits are not applicable for employees that are fully commissioned.
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the EEO KNOW YOUR RIGHTS and PAY TRANSPARENCY STATEMENT.