Private Banking Assistant

Jobtailor; Minneapolis (MN); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking a detail-oriented banking coordinator in Minneapolis to support loan processing, deposits, and client service. You will work with private bankers and cross-functional teams to ensure accurate documentation and compliance with BSA/AML and SAFÉ Act requirements.

The role emphasizes thorough documentation, risk management, and regulatory adherence, with a focus on high-net-worth client service and accurate reporting.

Qualifications

• Associate degree or equivalent experience in business/finance/accounting.
• 2+ years of banking, financial services, or administrative experience.
• Experience supporting high net worth clients preferred.
• Experience with loan and deposit documentation processes preferred.
• Must submit required information to meet registry requirements.
• Must obtain a unique identifier and maintain registration requirements as directed by the S.A.F.E. Act.
• Thorough background check required for all new hires.
• Compliance with internal policies, laws, regs, BSA/AML, and S.A.F.E. Act.
• Ability to directly represent identity and experiences during recruiting and hiring.

Responsibilities

• Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking.
• Monitor loan portfolios by tracking renewals, reviewing financial statements, and supporting asset quality management.
• Process deposit and loan transactions, including account openings, wire transfers, stop payments, and other client service requests.
• Partner with credit, legal, and customer care teams to resolve complex transactions and client issues.
• Support Private Bankers with scheduling, reporting, client outreach, and presentation materials.
• Ensure documentation and account activity meet compliance, risk management, and regulatory standards.
• Operate in compliance with internal policies, applicable regulations, BSA/AML, and SAFÉ Act requirements.
• Submit required information to meet registry requirements, obtain a unique identifier, and maintain SAFÉ Act registration requirements.

Skills

Loan Processing

Compliance Management

Client Service Management

Financial Statement Review

Documentation Coordination

Education

Associate’s degree in Business/Finance/Accounting or related field

Tools

Loan Documentation

Deposit Transactions

Financial Services

Application Submission

Asset Quality Management

Account Openings

Wire Transfers

Stop Payments

Client Outreach

Reporting

Job description

• Coordinate new loan requests and renewals, including application submission, documentation review, and loan booking
• Monitor loan portfolios by tracking renewals, reviewing financial statements, and supporting asset quality management
• Process deposit and loan transactions, including account openings, wire transfers, stop payments, and other client service requests
• Partner with credit, legal, and customer care teams to resolve complex transactions and client issues
• Support Private Bankers with scheduling, reporting, client outreach, and presentation materials
• Ensure documentation and account activity meet compliance, risk management, and regulatory standards
• Operate in compliance with internal policies, applicable regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements
• Submit required information to meet registry requirements, obtain a unique identifier, and maintain S.A.F.E. Act registration requirements

Requirements

• Associate’s degree in Business, Finance, Accounting, or related field, or equivalent experience
• 2+ years of banking, financial services, or administrative experience
• Experience supporting high net worth clients preferred
• Experience with loan and deposit documentation processes preferred
• Must submit required information to meet registry requirements
• Must obtain a unique identifier and maintain registration requirements as directed by the S.A.F.E. Act
• Thorough background check required for all new hires
• Compliance with internal policies, applicable laws, regulations, Bank Secrecy Act/Anti-Money Laundering requirements, and S.A.F.E. Act requirements
• Ability to directly represent own identity and experiences during recruiting and hiring

Core Competencies

Demonstrates expertise in loan processing, compliance with regulatory standards, and client service management, particularly for high net worth clients. Proficient in coordinating documentation and transactions while ensuring adherence to the Bank Secrecy Act and S.A.F.E. Act requirements.

Highest-signal resume keywords

• Loan Processing
• Compliance Management
• Client Service Management
• Financial Statement Review
• Documentation Coordination

ATS Optimization Keywords

Hard Skills

• Loan Documentation
• Deposit Transactions
• Financial Services
• Application Submission
• Asset Quality Management
• Account Openings
• Wire Transfers
• Stop Payments
• Client Outreach
• Reporting

Soft Skills

• Problem Solving
• Collaboration
• Communication

Certifications & Qualifications

• S.A.F.E. Act Registration

Industry Keywords

• Bank Secrecy Act
• Anti-Money Laundering
• Regulatory Compliance
• High Net Worth Clients
• Financial Statements