Premier Private Banking Client Specialist II

SouthState Bank Corporation; Denver (CO); Vor Ort; USD 43.000 - 69.000; Vollzeit

Zusammenfassung

SouthState Bank Corporation in Denver is seeking a detail-oriented associate for Premier Private Banking. You will support relationship managers, open accounts, and process transfers while delivering courteous service to high-net-worth clients.

The role emphasizes accuracy, compliance with banking policies, and collaboration with the Private Banking team. Ideal candidates have 4–10 years of Private Banking experience, strong communication, and the ability to multi-task in a fast-paced

Qualifikationen

• Education: High School diploma or equivalent.
• Experience: 4-10 years Private Banking preferred.
• Knowledge of bank operating systems and retail/private banking relationships.

Aufgaben

• Delivers world-class customer service to grow the Premier Private Banking Department.
• Open checking, savings, money market, NOW, CD accounts for personal and business customers.
• Identify needs and cross-sell banking products and services politely.
• Process stop payments, wire transfers, check orders and other services.
• Assist in the application process for consumer & commercial loans.
• Adhere to branch, regulatory and federal guidelines.

Kenntnisse

Microsoft Office

Customer service

Attention to detail

Communication skills

Teamwork

Multitasking

Regulatory compliance

Ausbildung

High School diploma or equivalent

Tools

Decision Pro

Jobbeschreibung

SouthState Bank Corporation in Denver is seeking a detail-oriented associate for Premier Private Banking. You will support relationship managers, open accounts, and process transfers while delivering courteous service to high-net-worth clients.

The role emphasizes accuracy, compliance with banking policies, and collaboration with the Private Banking team. Ideal candidates have 4–10 years of Private Banking experience, strong communication, and the ability to multi-task in a fast-paced