Private Banking Associate – Concierge Client Experience

Hills Bank and Trust Company; Cedar Rapids (IA); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Competitive benefits

Résumé du poste

Hills Bank and Trust Company in Cedar Rapids, IA, seeks a Private Banking Associate to deliver concierge service to Private Banking clients as the primary support to the Private Banker.

You will coordinate onboarding, bank services, documentation, and ongoing client communications, partnering with internal teams to provide timely, thoughtful financial solutions while upholding Hills Bank's Care, Connection, Trust, Ownership and Accountability.

Qualifications

• Associate or bachelor's degree preferred; equivalent relevant banking or client-service experience will be considered.
• Three or more years of banking, wealth management, client service, or financial services preferred.
• Working knowledge of deposit products, lending, digital banking services, and banking operations.
• Experience supporting high-net-worth or relationship-focused clients is preferred.

Responsabilités

• Deliver a highly personalized, concierge-level experience for Private Banking clients through every interaction.
• Coordinate day‑to‑day relationship support and ensure interactions reflect Hills Bank's core values of Care, Connection, Trust, Ownership and Accountability.
• Coordinate onboarding, documentation, account openings, digital banking enrollment, debit cards, checks, wire services and other banking services.
• Assist Private Bankers in developing deep client relationships and proactively identify opportunities to enhance client satisfaction.
• Maintain accurate client records, ensure compliance, and support reporting and workflow coordination.

Formation

Associate or bachelor’s degree preferred

Description du poste

Hills Bank and Trust Company in Cedar Rapids, IA, seeks a Private Banking Associate to deliver concierge service to Private Banking clients as the primary support to the Private Banker.

You will coordinate onboarding, bank services, documentation, and ongoing client communications, partnering with internal teams to provide timely, thoughtful financial solutions while upholding Hills Bank's Care, Connection, Trust, Ownership and Accountability.