Private Banking Assistant
5.
0 Marion, IA Marion, IA Estimated:
$39.
6K - $50.
1K a year Estimated:
$39.
6K - $50.
1K a year 1 day ago 1 day ago 1 day ago To apply for this position, go to our website Ohnward Bancshares, Inc.
www.
ohnward.
com About Us Careers Apply Now POSITION SUMMARY This position is responsible for providing a high-level of banking assistance to bank customers in handling their deposits and payments, and other needs.
Assist and support bank administration in its operational issues.
Gather and analyze financial and related data of customers.
Provides administrative support and support to other areas of the bank.
KEY ORGANIZATIONAL RELATIONSHIPS Reports to an Private Banking Manager.
Works closely with Private Banking Team, other departments, and clients.
DUTIES AND RESPONSIBILITIES Essential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provides exceptional customer service to our Private Banking customers as well as our Private Banking officers.
This includes promptly returning phone calls and e-mails; and other communications.
Provides the day-to-day services, including, open checking and saving accounts, CDs, IRAs, HSAs; advances; paydowns; domestic and international wires, order and close debit cards, order real estate appraisals, etc.
Prepare reports and keep records and lists up-to-date.
Verify and examine information and accuracy of documents.
Prepares commercial and consumer loan documents, credit reports, lien searches.
Prepares documentation on flood hazard determinations, home-owners insurance.
Assembles and compiles documents for loan closings, such as title abstracts, insurance forms, and loan forms.
Coordinate and work with bankers monitoring including items such as overdrafts, past dues, non-sufficient funds, etc.
Act as a liaison between the banking team and clients.
Look for areas of opportunities to cross-sell other areas of the bank.
Assist in research and preparation for business development calls.
Assist with marketing to prospects and clients.
Prepare and follow-up with loan documentation including coordination with title company, loan ops, insurance Manage loan files.
Properly administer loan documentation process pre- and post-closing Review approvals for consistency with loan documents to be signed by clients.
Properly administer secretary of state fillings; recording documents and lien perfection requirements Exceptional organization abilities, including prioritization and scheduling management Ensure compliance of security and banking policies and guidelines in banking assistant functions.
Develops positive relationships with all areas of the organization.
Organize and manage special Private Banking Appreciation events.
Schedule monthly Private Banking meetings.
Performs other duties as assigned.
SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
Professional communication skills, both verbal and written.
Ability to use a computer.
Ability to use time efficiently and effectively.
Can do attitude.
EDUCATION AND EXPERIENCE Associate Arts Degree; 2-4 years experience and/or training; or equivalent combination of education and experience required.
Equal Opportunity Employer Reports to an Private Banking Manager.
Works closely with Private Banking Team, other departments, and clients.
Provides exceptional customer service to our Private Banking customers as well as our Private Banking officers.
This includes promptly returning phone calls and e-mails; and other communications.
Provides the day-to-day services, including, open checking and saving accounts, CDs, IRAs, HSAs; advances; paydowns; domestic and international wires, order and close debit cards, order real estate appraisals, etc.
Prepare reports and keep records and lists up-to-date.
Verify and examine information and accuracy of documents.
Prepares commercial and consumer loan documents, credit reports, lien searches.
Prepares documentation on flood hazard determinations, home-owners insurance.
Assembles and compiles documents for loan closings, such as title abstracts, insurance forms, and loan forms.
Coordinate and work with bankers monitoring including items such as overdrafts, past dues, non-sufficient funds, etc.
Act as a liaison between the banking team and clients.
Look for areas of opportunities to cross-sell other areas of the bank.
Assist in research and preparation for business development calls.
Assist with marketing to prospects and clients.
Prepare and follow-up with loan documentation including coordination with title company, loan ops, insurance Manage loan files.
Properly administer loan documentation process pre- and post-closing Review approvals for consistency with loan documents to be signed by clients.
Properly administer secretary of state fillings; recording documents and lien perfection requirements Exceptional organization abilities, including prioritization and scheduling management Ensure compliance of security and banking policies and guidelines in banking assistant functions.
Develops positive relationships with all areas of the organization.
Organize and manage special Private Banking Appreciation events.
Schedule monthly Private Banking meetings.
Performs other duties as assigned.
Professional communication skills, both verbal and written.
Ability to use a computer.
Ability to use time efficiently and effectively.
Can do attitude.
Associate Arts Degree; 2-4 years experience and/or training; or equivalent combination of education and experience required.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
0 Marion, IA Marion, IA Estimated:
$39.
6K - $50.
1K a year Estimated:
$39.
6K - $50.
1K a year 1 day ago 1 day ago 1 day ago To apply for this position, go to our website Ohnward Bancshares, Inc.
www.
ohnward.
com About Us Careers Apply Now POSITION SUMMARY This position is responsible for providing a high-level of banking assistance to bank customers in handling their deposits and payments, and other needs.
Assist and support bank administration in its operational issues.
Gather and analyze financial and related data of customers.
Provides administrative support and support to other areas of the bank.
KEY ORGANIZATIONAL RELATIONSHIPS Reports to an Private Banking Manager.
Works closely with Private Banking Team, other departments, and clients.
DUTIES AND RESPONSIBILITIES Essential Duties and Responsibilities To perform this job successfully an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Provides exceptional customer service to our Private Banking customers as well as our Private Banking officers.
This includes promptly returning phone calls and e-mails; and other communications.
Provides the day-to-day services, including, open checking and saving accounts, CDs, IRAs, HSAs; advances; paydowns; domestic and international wires, order and close debit cards, order real estate appraisals, etc.
Prepare reports and keep records and lists up-to-date.
Verify and examine information and accuracy of documents.
Prepares commercial and consumer loan documents, credit reports, lien searches.
Prepares documentation on flood hazard determinations, home-owners insurance.
Assembles and compiles documents for loan closings, such as title abstracts, insurance forms, and loan forms.
Coordinate and work with bankers monitoring including items such as overdrafts, past dues, non-sufficient funds, etc.
Act as a liaison between the banking team and clients.
Look for areas of opportunities to cross-sell other areas of the bank.
Assist in research and preparation for business development calls.
Assist with marketing to prospects and clients.
Prepare and follow-up with loan documentation including coordination with title company, loan ops, insurance Manage loan files.
Properly administer loan documentation process pre- and post-closing Review approvals for consistency with loan documents to be signed by clients.
Properly administer secretary of state fillings; recording documents and lien perfection requirements Exceptional organization abilities, including prioritization and scheduling management Ensure compliance of security and banking policies and guidelines in banking assistant functions.
Develops positive relationships with all areas of the organization.
Organize and manage special Private Banking Appreciation events.
Schedule monthly Private Banking meetings.
Performs other duties as assigned.
SKILLS AND ABILITIES To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.
Professional communication skills, both verbal and written.
Ability to use a computer.
Ability to use time efficiently and effectively.
Can do attitude.
EDUCATION AND EXPERIENCE Associate Arts Degree; 2-4 years experience and/or training; or equivalent combination of education and experience required.
Equal Opportunity Employer Reports to an Private Banking Manager.
Works closely with Private Banking Team, other departments, and clients.
Provides exceptional customer service to our Private Banking customers as well as our Private Banking officers.
This includes promptly returning phone calls and e-mails; and other communications.
Provides the day-to-day services, including, open checking and saving accounts, CDs, IRAs, HSAs; advances; paydowns; domestic and international wires, order and close debit cards, order real estate appraisals, etc.
Prepare reports and keep records and lists up-to-date.
Verify and examine information and accuracy of documents.
Prepares commercial and consumer loan documents, credit reports, lien searches.
Prepares documentation on flood hazard determinations, home-owners insurance.
Assembles and compiles documents for loan closings, such as title abstracts, insurance forms, and loan forms.
Coordinate and work with bankers monitoring including items such as overdrafts, past dues, non-sufficient funds, etc.
Act as a liaison between the banking team and clients.
Look for areas of opportunities to cross-sell other areas of the bank.
Assist in research and preparation for business development calls.
Assist with marketing to prospects and clients.
Prepare and follow-up with loan documentation including coordination with title company, loan ops, insurance Manage loan files.
Properly administer loan documentation process pre- and post-closing Review approvals for consistency with loan documents to be signed by clients.
Properly administer secretary of state fillings; recording documents and lien perfection requirements Exceptional organization abilities, including prioritization and scheduling management Ensure compliance of security and banking policies and guidelines in banking assistant functions.
Develops positive relationships with all areas of the organization.
Organize and manage special Private Banking Appreciation events.
Schedule monthly Private Banking meetings.
Performs other duties as assigned.
Professional communication skills, both verbal and written.
Ability to use a computer.
Ability to use time efficiently and effectively.
Can do attitude.
Associate Arts Degree; 2-4 years experience and/or training; or equivalent combination of education and experience required.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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