Private Banking Specialist

2 months ago

Westminster, United States Central Bancompany Full time

As a Private Banking Specialist with Bank Central, you will provide Legendary Service to both internal and external customers by living our Core Values daily. You will conduct a variety of banking tasks such as handling deposits and withdrawals, payments, and maintaining accounts. You will perform a variety of customer services, such as opening new accounts, loans and assisting customers with inquiries concerning products and services. You will engage with customers by exploring their needs and offering banking services and/or products that are in the best interest of the customer. You will engage other business units as necessary by making appropriate referrals of traditional and non-traditional banking products and services. You have a passion for owning and managing projects and promoting a strong team and organizational culture. You are friendly, organized and enjoy adding value to the customer experience. You have a strong desire to learn and support the banking center with your authentic, fun and engaging attitude. You are a self-motivated, courteous and professional individual and can juggle tasks while keeping everything and everyone you support on time and in order.

Click here for employee benefit information.
This position starts at $17.39 per hour and can increase from there depending on experience.

Applications will be accepted through August 31st, 2024.

Bachelor's degree; or equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.

5 years of banking or financial services experience. Background in bank policies, procedures and banking regulations. Thorough knowledge of bank products and services.

Strong customer relations skills and ability to work with employees and customers in a cooperative manner.
Ability and desire to be actively involved in community networking to identify and capitalize on new business development opportunities.

Increased knowledge in more complex products and services such as IRA's, Trusts, POA, Business Accounts, etc.

Possess good judgement and strong organizational skills. Ability to manage multiple responsibilities, prioritize, research and solve problems, attention to detail, and handle confidential information.

Strong interpersonal relations with the ability to work with customers and employees in a cooperative manner using excellent verbal, listening and communication skills.

Demonstrated skill in soliciting business for bank deposit products and services. Ability to influence; proactively asks for and close business opportunities.

Provide Legendary Service that exceeds expectations at every opportunity. Demonstrate the highest level of professionalism.

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