Private Banking Associate

GreenState Credit Union; North Liberty (IA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Community service involvement

Diverse work environment

Job summary

A financial institution in North Liberty is seeking a Private Banking Associate to manage their private banking portfolio and support the Private Banking Relationship Manager. The ideal candidate will have a bachelor's degree and at least three years' experience in banking, coupled with strong customer service and analytical skills. Responsibilities include maintaining member confidentiality, assisting with inquiries, and ensuring compliance with banking regulations. This full-time position offers an opportunity to engage in community service and support diverse banking needs.

Qualifications

• 3+ years in private banking or commercial banking.
• Progressive responsibility in finance/compliance environment.
• Ability to analyze business and regulatory documents.

Responsibilities

• Adhere to Credit Union's core values and service standards.
• Maintain organization of the private banking portfolio.
• Assist with inquiries when the Relationship Manager is unavailable.

Skills

Communication skills

Teamwork

Analytical skills

Customer service focus

Education

Bachelor’s degree

Tools

Word processing software

Spreadsheet software

Job description

GreenState Credit Union
Private Banking Associate
US-IA-North Liberty
Job ID: 2026-4463
Type: Exempt Full-Time
# of Openings: 1
Category: Premier Banking
GreenState Credit Union

Overview

The Private Banking Associate creates, collects, analyzes, exercises judgment, and advises members on Private Banking products and services. This position is responsible for maintaining organization of the private banking portfolio and coordinates meeting all business and regulatory deadlines. This position is also responsible for assisting and serving as backup to the Private Banking Relationship Manager in all aspects.

Responsibilities

• Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision.
• Demonstrates a positive member service (internal and external) focus at all times.
• Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities.
• Ensures confidentiality of member information.
• Supports a diverse and inclusive work environment.
• Plays a vital role in participating in community service organizations and/or credit union sponsored events, on an annual basis.
• Adheres to all state, federal and credit union regulations, policies and guidelines.
• Answers phones and assists with inquiries about private banking when the Relationship Manager is unavailable.
• Gathers all required applicant information and financial documents to open deposit accounts, submit loan inquiries, and track private banking qualifications/reviews.
• Fields and returns phone calls and emails for Private Banking Relationship Managers.
• Schedules the closing appointment with all necessary parties.
• Organizes loan and deposit files with all necessary documentation and submits files to auditors when needed.
• Maintains the file documentation database and tracks exceptions reporting.
• Monitors and adjusts variable rate loan rates, payments, etc., as needed.
• Works collaboratively with Marketing, Knowledge Base, Service Training, and VP Treasury Management to ensure consistency and accuracy of continued education of Private Banking.
• Assists in the completion of agreements, set up forms, and procedures.
• Troubleshoots all deposit account issues and works with co-workers and business members concerning these issues.
• Creates monthly reports for management as requested.
• Performs Other duties as assigned.

Qualifications

• Bachelor’s degree, plus at least three years in private banking, commercial banking/treasury management, training, or equivalent combination of education and experience.
• Work experience must demonstrate progressive levels of responsibility in a finance and/or compliance environment.
• A thorough understanding of the financial institution’s policies and procedures is required.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, business members, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Pro with word processing, spreadsheets, and internet.
• Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand.
• Must be bondable.

Reporting Relationship

This position reports to the SVP Wealth & Premier Banking.

Equal Opportunity Employment Statement

GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union.