Private Bank Acct Spec II - IM&T
On-siteCincinnati, Ohio, United States or Farmington Hills, Michigan, United States
Job Summary
Facilitate, coordinate, and execute operational activities for Private Banking high net worth clients and Investment Management & Trust businesses. Perform independent client callbacks, manage account funding and transactional activity, and verify document accuracy while obtaining required approvals. Collaborate with internal lines of business to process client requests quickly and accurately, utilizing IM&T policies to handle cost basis adjustments, IRS Transfer Statements, and court accountings. Contribute to workflow redesigns and process changes to enhance client experience while identifying and managing fiduciary risks within established guidelines. Work independently with limited supervision in a normal office environment.
Required Qualifications
- Three or more years' financial services experience
- Experience with Microsoft office products, such as Word, Excel, PowerPoint and Outlook
- Ability to multi-task and work well under pressure
- Ability to work independently with limited supervision and direction
- Excellent verbal and written communication skills
- Demonstrated ability to build relationships and solve problems across functional areas
- Effective customer relations skills
Desired Qualifications
- Four-Year college degree preferred
- A major in Accounting, Finance, or Economics desired
- preferably with exposure to trust operations, private banking, or customer service
- Knowledge of fiduciary risk preferred
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